Joho Capital as of June 30, 2014
Portfolio Holdings for Joho Capital
Joho Capital holds 12 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Baidu Spon Adr Rep A (BIDU) | 23.1 | $151M | 811k | 186.81 | |
| Tal Ed Group Ads Repstg Com (TAL) | 10.8 | $71M | 2.6M | 27.50 | |
| Google Cl A | 7.7 | $50M | 86k | 584.67 | |
| Veeco Instruments (VECO) | 7.7 | $50M | 1.3M | 37.26 | |
| 58 Spon Adr Rep A | 7.6 | $50M | 920k | 54.06 | |
| Google CL C | 7.6 | $50M | 86k | 575.28 | |
| 21vianet Group Sponsored Adr (VNET) | 7.3 | $48M | 1.6M | 29.97 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 6.9 | $46M | 242k | 187.74 | |
| Ye Cl A (YELP) | 6.8 | $45M | 584k | 76.68 | |
| Mead Johnson Nutrition | 6.5 | $43M | 460k | 93.17 | |
| Tarena Intl Adr | 4.5 | $29M | 2.2M | 13.13 | |
| Hexcel Corporation (HXL) | 3.5 | $23M | 555k | 40.90 |
