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 |
