Joho Capital as of June 30, 2015
Portfolio Holdings for Joho Capital
Joho Capital holds 13 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Tal Ed Group Ads Repstg Com (TAL) | 19.2 | $82M | 2.3M | 35.30 | |
| Mead Johnson Nutrition | 16.2 | $70M | 772k | 90.22 | |
| Grubhub | 15.1 | $65M | 1.9M | 34.07 | |
| Ikang Healthcare Group Sponsored Adr | 12.7 | $55M | 2.8M | 19.34 | |
| Qunar Cayman Is Spns Adr Cl B | 12.5 | $54M | 1.3M | 42.85 | |
| Hexcel Corporation (HXL) | 9.9 | $43M | 857k | 49.74 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.7 | $29M | 349k | 82.27 | |
| Google CL C | 6.4 | $28M | 53k | 520.51 | |
| Amazon (AMZN) | 0.6 | $2.4M | 5.5k | 434.12 | |
| Google Cl A | 0.3 | $1.4M | 2.6k | 540.08 | |
| Tableau Software Cl A | 0.1 | $490k | 4.3k | 115.29 | |
| Cisco Systems (CSCO) | 0.1 | $338k | 12k | 27.44 | |
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $326k | 1.6k | 198.78 |
