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 |
