Joho Capital as of March 31, 2014
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 22.2 | $139M | 912k | 152.38 | |
| 15.0 | $94M | 84k | 1114.51 | ||
| Veeco Instruments (VECO) | 10.3 | $64M | 1.5M | 41.93 | |
| TAL Education (TAL) | 9.4 | $59M | 2.6M | 22.52 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 7.8 | $49M | 327k | 149.30 | |
| 21vianet Group (VNET) | 7.7 | $48M | 1.7M | 28.70 | |
| Yelp Inc cl a (YELP) | 7.6 | $47M | 616k | 76.93 | |
| 58 Com Inc spon adr rep a | 6.0 | $38M | 902k | 41.63 | |
| Mead Johnson Nutrition | 6.0 | $38M | 451k | 83.14 | |
| Youku | 4.2 | $27M | 947k | 28.04 | |
| Hexcel Corporation (HXL) | 3.9 | $24M | 555k | 43.54 |
