Joho Capital as of Sept. 30, 2015
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grubhub | 21.9 | $77M | 3.1M | 24.34 | |
| TAL Education (TAL) | 17.5 | $61M | 1.9M | 32.15 | |
| Hexcel Corporation (HXL) | 16.2 | $57M | 1.3M | 44.86 | |
| Mead Johnson Nutrition | 13.1 | $46M | 647k | 70.40 | |
| Alibaba Group Holding (BABA) | 11.4 | $40M | 675k | 58.97 | |
| Google Inc Class C | 9.2 | $32M | 53k | 608.41 | |
| Ikang Healthcare Group- | 5.5 | $19M | 1.3M | 14.80 | |
| Cognex Corporation (CGNX) | 3.5 | $12M | 353k | 34.37 | |
| Corning Incorporated (GLW) | 0.8 | $2.7M | 157k | 17.12 | |
| Amazon (AMZN) | 0.6 | $2.0M | 4.0k | 511.78 | |
| 0.5 | $1.7M | 2.6k | 638.28 |
