Joho Capital as of Dec. 31, 2015
Portfolio Holdings for Joho Capital
Joho Capital holds 13 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Grubhub | 20.2 | $72M | 3.0M | 24.20 | |
| Hexcel Corporation (HXL) | 16.4 | $59M | 1.3M | 46.45 | |
| Alibaba Group Holding (BABA) | 15.3 | $55M | 675k | 81.27 | |
| Cognex Corporation (CGNX) | 14.6 | $52M | 1.5M | 33.77 | |
| TAL Education (TAL) | 11.5 | $41M | 883k | 46.47 | |
| Alphabet Inc Class C cs (GOOG) | 11.3 | $40M | 53k | 758.88 | |
| Multi-Color Corporation | 5.5 | $20M | 327k | 59.81 | |
| Yirendai (YRD) | 1.9 | $6.9M | 725k | 9.45 | |
| Corning Incorporated (GLW) | 0.8 | $2.9M | 157k | 18.28 | |
| Amazon (AMZN) | 0.8 | $2.7M | 4.0k | 675.94 | |
| Baidu (BIDU) | 0.7 | $2.4M | 13k | 189.04 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $2.0M | 2.6k | 777.91 | |
| Yelp Inc cl a (YELP) | 0.6 | $2.0M | 69k | 28.80 |