Joho Capital as of Sept. 30, 2013
Portfolio Holdings for Joho Capital
Joho Capital holds 16 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu Spon Adr Rep A (BIDU) | 21.3 | $284M | 1.8M | 155.18 | |
| Google Cl A | 16.2 | $216M | 247k | 875.91 | |
| Ye Cl A (YELP) | 9.8 | $130M | 2.0M | 66.18 | |
| Lauder Estee Cos Cl A (EL) | 7.8 | $105M | 1.5M | 69.90 | |
| Mead Johnson Nutrition | 7.6 | $102M | 1.4M | 74.26 | |
| Micron Technology (MU) | 6.3 | $84M | 4.8M | 17.47 | |
| Mindray Medical Intl Spon Adr | 5.9 | $78M | 2.0M | 38.89 | |
| Hexcel Corporation (HXL) | 4.0 | $53M | 1.4M | 38.80 | |
| Youku Tudou Sponsored Adr | 3.9 | $52M | 1.9M | 27.40 | |
| Starbucks Corporation (SBUX) | 3.6 | $48M | 621k | 76.97 | |
| Tal Ed Group Ads Repstg Com (TAL) | 3.0 | $40M | 2.7M | 14.50 | |
| 21vianet Group Sponsored Adr (VNET) | 2.7 | $35M | 2.1M | 16.49 | |
| Veeco Instruments (VECO) | 2.6 | $35M | 941k | 37.23 | |
| Tripadvisor (TRIP) | 1.8 | $25M | 325k | 75.84 | |
| Varian Medical Systems | 1.7 | $23M | 305k | 74.73 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 1.6 | $22M | 385k | 56.80 |
