Joho Capital as of Dec. 31, 2014
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 23.9 | $125M | 547k | 227.97 | |
| Google Inc Class C | 15.2 | $79M | 151k | 526.40 | |
| TAL Education (TAL) | 13.2 | $69M | 2.4M | 28.09 | |
| 8.8 | $46M | 86k | 530.66 | ||
| Mead Johnson Nutrition | 8.5 | $44M | 440k | 100.54 | |
| qunar Cayman Is Ltd spns adr cl b | 8.2 | $43M | 1.5M | 28.43 | |
| Hexcel Corporation (HXL) | 6.8 | $36M | 857k | 41.49 | |
| Yelp Inc cl a (YELP) | 5.0 | $26M | 481k | 54.73 | |
| Veeco Instruments (VECO) | 4.7 | $24M | 698k | 34.88 | |
| Tarena International Inc- | 3.3 | $17M | 1.6M | 11.10 | |
| 21vianet Group (VNET) | 2.4 | $12M | 800k | 15.47 |
