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 |
