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 |
