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 |
