Joho Capital as of June 30, 2013
Portfolio Holdings for Joho Capital
Joho Capital holds 16 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Google Cl A | 21.7 | $253M | 288k | 880.37 | |
| Baidu Spon Adr Rep A (BIDU) | 18.6 | $217M | 2.3M | 94.53 | |
| Mead Johnson Nutrition | 12.0 | $140M | 1.8M | 79.23 | |
| Lauder Estee Cos Cl A (EL) | 9.0 | $105M | 1.6M | 65.77 | |
| Mindray Medical Intl Spon Adr | 7.2 | $84M | 2.2M | 37.45 | |
| Micron Technology (MU) | 6.6 | $77M | 5.4M | 14.33 | |
| Ye Cl A (YELP) | 5.7 | $67M | 1.9M | 34.77 | |
| Hexcel Corporation (HXL) | 4.0 | $47M | 1.4M | 34.05 | |
| Starbucks Corporation (SBUX) | 3.9 | $46M | 704k | 65.49 | |
| Veeco Instruments (VECO) | 2.9 | $33M | 941k | 35.42 | |
| Tal Ed Group Ads Repstg Com (TAL) | 2.4 | $29M | 2.7M | 10.48 | |
| 21vianet Group Sponsored Adr (VNET) | 2.1 | $24M | 2.1M | 11.33 | |
| Tripadvisor (TRIP) | 1.7 | $20M | 325k | 60.87 | |
| Youku Tudou Sponsored Adr | 1.7 | $19M | 1.0M | 19.19 | |
| Soufun Hldgs Adr | 0.3 | $3.8M | 152k | 24.82 | |
| Pactera Technology Intl Sponsored Adr | 0.1 | $1.2M | 183k | 6.75 |
