Joho Capital as of Dec. 31, 2013
Portfolio Holdings for Joho Capital
Joho Capital holds 18 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 18.1 | $265M | 1.5M | 177.88 | |
| 17.2 | $252M | 224k | 1120.71 | ||
| Mead Johnson Nutrition | 10.0 | $147M | 1.8M | 83.76 | |
| Yelp Inc cl a (YELP) | 9.1 | $133M | 1.9M | 68.95 | |
| Veeco Instruments (VECO) | 5.7 | $84M | 2.5M | 32.91 | |
| Estee Lauder Companies (EL) | 5.4 | $79M | 1.0M | 75.32 | |
| Youku | 5.3 | $77M | 2.6M | 30.30 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.4 | $64M | 766k | 83.68 | |
| Hexcel Corporation (HXL) | 4.2 | $62M | 1.4M | 44.69 | |
| TAL Education (TAL) | 4.1 | $60M | 2.7M | 21.99 | |
| 21vianet Group (VNET) | 3.7 | $55M | 2.3M | 23.52 | |
| Micron Technology (MU) | 3.5 | $51M | 2.4M | 21.76 | |
| 58 Com Inc spon adr rep a | 2.4 | $35M | 920k | 38.34 | |
| Tripadvisor (TRIP) | 1.8 | $27M | 325k | 82.83 | |
| Starbucks Corporation (SBUX) | 1.7 | $24M | 310k | 78.39 | |
| Mindray Medical International | 1.6 | $24M | 657k | 36.36 | |
| Varian Medical Systems | 1.6 | $24M | 305k | 77.69 | |
| qunar Cayman Is Ltd spns adr cl b | 0.1 | $663k | 25k | 26.52 |
