Joho Capital as of Sept. 30, 2014
Portfolio Holdings for Joho Capital
Joho Capital holds 13 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 25.5 | $151M | 690k | 218.23 | |
| TAL Education (TAL) | 14.8 | $87M | 2.5M | 34.94 | |
| Google Inc Class C | 11.1 | $65M | 113k | 577.36 | |
| 8.6 | $51M | 86k | 588.41 | ||
| Mead Johnson Nutrition | 7.5 | $44M | 460k | 96.22 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 6.8 | $40M | 212k | 189.01 | |
| Veeco Instruments (VECO) | 6.5 | $38M | 1.1M | 34.95 | |
| qunar Cayman Is Ltd spns adr cl b | 4.7 | $28M | 1.0M | 27.65 | |
| Hexcel Corporation (HXL) | 4.2 | $25M | 626k | 39.70 | |
| 21vianet Group (VNET) | 3.5 | $21M | 1.2M | 18.00 | |
| Tarena International Inc- | 3.5 | $20M | 1.6M | 12.93 | |
| Yelp Inc cl a (YELP) | 2.2 | $13M | 191k | 68.25 | |
| 58 Com Inc spon adr rep a | 1.2 | $7.1M | 191k | 37.25 |
