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 |
