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 |
