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 |
