Joho Capital Activity Q4 1999-Q1 2022

Q1 2022
 Value Shares↓ Weighting
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$112,495
-1.1%
1,033,961
+8.0%
16.06%
+2.0%
GPN SellGLOBAL PMTS INC$100,533
-5.8%
734,673
-7.0%
14.35%
-2.8%
EEFT SellEURONET WORLDWIDE INC$81,019
+0.3%
622,504
-8.2%
11.56%
+3.5%
DT BuyDYNATRACE INC$69,051
+2.7%
1,466,050
+31.7%
9.86%
+6.0%
GOOGL BuyALPHABET INCcap stk cl a$3,390
+27.9%
1,219
+33.2%
0.48%
+31.9%
ADSK BuyAUTODESK INC$2,887
+7.3%
13,470
+40.8%
0.41%
+10.8%
EL BuyLAUDER ESTEE COS INCcl a$2,329
-21.7%
8,552
+6.5%
0.33%
-19.2%
SPG BuySIMON PPTY GROUP INC NEW$1,838
+16.2%
13,970
+41.1%
0.26%
+19.6%
FB SellMETA PLATFORMS INCcl a$1,152
-72.0%
5,180
-57.6%
0.16%
-71.2%
ADBE SellADOBE SYSTEMS INCORPORATED$540
-64.4%
1,185
-55.7%
0.08%
-63.3%
FIS ExitFIDELITY NATL INFORMATION SV$0-5,600-0.08%
Q4 2021
 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$207,846
+2.8%
618,000
-13.9%
28.76%
+5.7%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$113,776
-19.7%
957,791
+0.1%
15.74%
-17.3%
GPN BuyGLOBAL PMTS INC$106,745
-13.9%
789,648
+0.4%
14.77%
-11.4%
EEFT BuyEURONET WORLDWIDE INC$80,780
+35.1%
677,854
+44.2%
11.18%
+39.0%
DT BuyDYNATRACE INC$67,203
-14.6%
1,113,550
+0.4%
9.30%
-12.1%
AMZN BuyAMAZON COM INC$5,358
+5.1%
1,607
+3.5%
0.74%
+8.2%
ADSK BuyAUTODESK INC$2,691
+45.9%
9,570
+47.9%
0.37%
+50.0%
GOOGL BuyALPHABET INCcap stk cl a$2,651
+41.7%
915
+30.7%
0.37%
+45.6%
SPG NewSIMON PPTY GROUP INC NEW$1,5829,9000.22%
ADBE SellADOBE SYSTEMS INCORPORATED$1,517
-48.6%
2,675
-47.9%
0.21%
-47.1%
UBER BuyUBER TECHNOLOGIES INC$1,130
+20.3%
26,950
+28.6%
0.16%
+23.8%
FIS NewFIDELITY NATL INFORMATION SV$6115,6000.08%
PTON ExitPELOTON INTERACTIVE INC$0-5,375-0.06%
PFGC ExitPERFORMANCE FOOD GROUP CO$0-39,500-0.25%
Q3 2021
 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$202,278
+0.5%
717,500
-3.5%
27.20%
-4.9%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$141,653
+9.4%
956,791
+67.6%
19.04%
+3.5%
GPN BuyGLOBAL PMTS INC$123,960
+10.7%
786,648
+31.8%
16.67%
+4.8%
LTHM BuyLIVENT CORP$98,751
+35.0%
4,273,080
+13.1%
13.28%
+27.8%
AMZN SellAMAZON COM INC$5,098
-14.8%
1,552
-10.8%
0.68%
-19.4%
NOW SellSERVICENOW INC$3,859
+5.0%
6,202
-7.3%
0.52%
-0.6%
ADBE SellADOBE SYSTEMS INCORPORATED$2,953
-10.1%
5,130
-8.6%
0.40%
-15.0%
EL SellLAUDER ESTEE COS INCcl a$2,409
-22.8%
8,032
-18.1%
0.32%
-26.9%
SPG ExitSIMON PPTY GROUP INC NEW$0-8,100-0.15%
CDAY ExitCERIDIAN HCM HLDG INC$0-185,037-2.52%
Q2 2021
 Value Shares↓ Weighting
MSFT NewMICROSOFT CORP$201,333743,20028.60%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$129,467570,89118.40%
GPN NewGLOBAL PMTS INC$111,953596,95515.91%
LTHM NewLIVENT CORP$73,1243,777,08010.39%
DT NewDYNATRACE INC$64,7641,108,6009.20%
EEFT NewEURONET WORLDWIDE INC$63,606469,9399.04%
CDAY NewCERIDIAN HCM HLDG INC$17,749185,0372.52%
AMZN NewAMAZON COM INC$5,9861,7400.85%
STZ NewCONSTELLATION BRANDS INCcl a$4,26018,2150.60%
FB NewFACEBOOK INCcl a$4,25212,2300.60%
PG NewPROCTER AND GAMBLE CO$3,75827,8500.53%
NOW NewSERVICENOW INC$3,6766,6900.52%
APH NewAMPHENOL CORP NEWcl a$3,62252,9400.52%
ADBE NewADOBE SYSTEMS INCORPORATED$3,2855,6100.47%
EL NewLAUDER ESTEE COS INCcl a$3,1199,8070.44%
PFGC NewPERFORMANCE FOOD GROUP CO$1,91539,5000.27%
ADSK NewAUTODESK INC$1,8896,4700.27%
GOOGL NewALPHABET INCcap stk cl a$1,7097000.24%
ECL NewECOLAB INC$1,5907,7200.23%
SPG NewSIMON PPTY GROUP INC NEW$1,0578,1000.15%
UBER NewUBER TECHNOLOGIES INC$1,05020,9500.15%
PTON NewPELOTON INTERACTIVE INC$6675,3750.10%
Q4 2020
 Value Shares↓ Weighting
SNOW ExitSNOWFLAKE INCcl a$0-4,824-0.24%
EL ExitLAUDER ESTEE COS INCcl a$0-6,522-0.29%
PG ExitPROCTER AND GAMBLE CO$0-16,550-0.46%
FND ExitFLOOR & DECOR HLDGS INCcl a$0-34,603-0.52%
CDAY ExitCERIDIAN HCM HLDG INC$0-190,537-3.18%
EEFT ExitEURONET WORLDWIDE INC$0-285,214-5.25%
LTHM ExitLIVENT CORP$0-2,955,475-5.36%
GPN ExitGLOBAL PMTS INC$0-255,960-9.19%
MSFT ExitMICROSOFT CORP$0-738,000-31.38%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-742,471-44.12%
Q3 2020
 Value Shares↓ Weighting
BABA SellALIBABA GROUP HLDG LTDsponsored ads$218,272
+31.7%
742,471
-3.4%
44.12%
-7.0%
GPN BuyGLOBAL PMTS INC$45,453
+605.9%
255,960
+574.3%
9.19%
+398.8%
LTHM BuyLIVENT CORP$26,511
+90.8%
2,955,475
+31.0%
5.36%
+34.8%
EEFT NewEURONET WORLDWIDE INC$25,983285,2145.25%
CDAY BuyCERIDIAN HCM HLDG INC$15,748
+678.1%
190,537
+646.1%
3.18%
+449.7%
FND SellFLOOR & DECOR HLDGS INCcl a$2,588
-72.6%
34,603
-78.9%
0.52%
-80.7%
PG NewPROCTER AND GAMBLE CO$2,30016,5500.46%
SNOW NewSNOWFLAKE INCcl a$1,2114,8240.24%
FEDU ExitFOUR SEASONS ED CAYMAN INCadr$0-434,887-0.14%
Q2 2020
 Value Shares↓ Weighting
BABA NewALIBABA GROUP HLDG LTDsponsored ads$165,759768,47147.43%
MSFT NewMICROSOFT CORP$150,190738,00042.97%
LTHM NewLIVENT CORP$13,8942,255,4753.98%
FND NewFLOOR & DECOR HLDGS INCcl a$9,449163,9032.70%
GPN NewGLOBAL PMTS INC$6,43937,9601.84%
CDAY NewCERIDIAN HCM HLDG INC$2,02425,5370.58%
EL NewLAUDER ESTEE COS INCcl a$1,2316,5220.35%
FEDU NewFOUR SEASONS ED CAYMAN INCadr$504434,8870.14%
Q4 2019
 Value Shares↓ Weighting
REAL ExitTHE REALREAL INC$0-36,400-0.14%
EL ExitLAUDER ESTEE COS INCcl a$0-12,222-0.43%
FEDU ExitFOUR SEASONS ED CAYMAN INCadr$0-1,584,015-0.51%
CGNX ExitCOGNEX CORP$0-108,121-0.94%
FTCH ExitFARFETCH LTDord sh cl a$0-1,016,507-1.55%
SPOT ExitSPOTIFY TECHNOLOGY S A$0-143,217-2.88%
LTHM ExitLIVENT CORP$0-2,473,989-2.92%
GPN ExitGLOBAL PMTS INC$0-614,000-17.24%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-688,471-20.33%
MSFT ExitMICROSOFT CORP$0-893,000-21.93%
FND ExitFLOOR & DECOR HLDGS INCcl a$0-3,445,134-31.12%
Q3 2019
 Value Shares↓ Weighting
FND SellFLOOR & DECOR HLDGS INCcl a$176,219
+7.4%
3,445,134
-12.1%
31.12%
+23.8%
MSFT BuyMICROSOFT CORP$124,154
+18.4%
893,000
+14.0%
21.93%
+36.5%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$115,133
-7.2%
688,471
-6.0%
20.33%
+7.0%
GPN BuyGLOBAL PMTS INC$97,626
+194.5%
614,000
+196.6%
17.24%
+239.7%
LTHM NewLIVENT CORP$16,5512,473,9892.92%
SPOT SellSPOTIFY TECHNOLOGY S A$16,327
-49.2%
143,217
-34.9%
2.88%
-41.5%
FTCH SellFARFETCH LTDord sh cl a$8,783
-91.9%
1,016,507
-80.5%
1.55%
-90.6%
CGNX SellCOGNEX CORP$5,312
-91.2%
108,121
-91.5%
0.94%
-89.9%
FEDU SellFOUR SEASONS ED CAYMAN INCadr$2,883
-11.1%
1,584,015
-12.1%
0.51%
+2.4%
EL SellLAUDER ESTEE COS INCcl a$2,432
+7.4%
12,222
-1.1%
0.43%
+23.9%
REAL BuyTHE REALREAL INC$814
+40.8%
36,400
+82.0%
0.14%
+61.8%
TJX ExitTJX COS INC NEW$0-35,614-0.29%
HXL ExitHEXCEL CORP NEW$0-218,053-2.70%
Q2 2019
 Value Shares↓ Weighting
FND NewFLOOR & DECOR HLDGS INCcl a$164,1403,917,42825.14%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$124,092732,32119.00%
FTCH NewFARFETCH LTDord sh cl a$108,2895,206,22416.58%
MSFT NewMICROSOFT CORP$104,891783,00016.06%
CGNX NewCOGNEX CORP$60,7011,265,1219.30%
GPN NewGLOBAL PMTS INC$33,147207,0005.08%
SPOT NewSPOTIFY TECHNOLOGY S A$32,168220,0004.93%
HXL NewHEXCEL CORP NEW$17,636218,0532.70%
FEDU NewFOUR SEASONS ED CAYMAN INCadr$3,2431,801,4990.50%
EL NewLAUDER ESTEE COS INCcl a$2,26412,3620.35%
TJX NewTJX COS INC NEW$1,88335,6140.29%
REAL NewTHE REALREAL INC$57820,0000.09%
Q4 2018
 Value Shares↓ Weighting
EL ExitLAUDER ESTEE COS INCcl a$0-13,800-0.48%
FEDU ExitFOUR SEASONS ED CAYMAN INCadr$0-1,900,148-1.84%
HXL ExitHEXCEL CORP NEW$0-825,966-13.39%
FND ExitFLOOR & DECOR HLDGS INCcl a$0-2,951,758-21.53%
CGNX ExitCOGNEX CORP$0-2,266,917-30.59%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-807,637-32.17%
Q3 2018
 Value Shares↓ Weighting
BABA SellALIBABA GROUP HLDG LTDsponsored ads$133,066
-19.5%
807,637
-9.3%
32.17%
-10.6%
CGNX SellCOGNEX CORP$126,539
-7.6%
2,266,917
-26.1%
30.59%
+2.6%
FND BuyFLOOR & DECOR HLDGS INCcl a$89,055
+20.5%
2,951,758
+97.1%
21.53%
+33.8%
HUYA ExitHUYA INC$0-10,000-0.07%
ALB ExitALBEMARLE CORP$0-167,000-3.43%
Q2 2018
 Value Shares↓ Weighting
BABA NewALIBABA GROUP HLDG LTDsponsored ads$165,240890,63735.98%
CGNX NewCOGNEX CORP$136,9093,069,02429.81%
FND NewFLOOR & DECOR HLDGS INCcl a$73,8811,497,68116.09%
HXL NewHEXCEL CORP NEW$54,828825,96611.94%
ALB NewALBEMARLE CORP$15,753167,0003.43%
FEDU NewFOUR SEASONS ED CAYMAN INCadr$10,2991,900,1482.24%
EL NewLAUDER ESTEE COS INCcl a$1,96913,8000.43%
HUYA NewHUYA INC$32910,0000.07%
Q4 2017
 Value Shares↓ Weighting
SBUX ExitSTARBUCKS CORP$0-13,850-0.16%
MHK ExitMOHAWK INDS INC$0-146,277-7.90%
HXL ExitHEXCEL CORP NEW$0-715,966-8.97%
CSTE ExitCAESARSTONE LTD$0-2,322,130-15.10%
CGNX ExitCOGNEX CORP$0-1,296,201-31.19%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-973,637-36.69%
Q3 2017
 Value Shares↓ Weighting
BABA SellALIBABA GROUP HLDG LTDsponsored ads$168,157
-0.8%
973,637
-19.1%
36.69%
+5.1%
CGNX SellCOGNEX CORP$142,945
+19.9%
1,296,201
-7.7%
31.19%
+27.1%
SBUX BuySTARBUCKS CORP$744
+25.7%
13,850
+36.5%
0.16%
+32.8%
BEDU ExitBRIGHT SCHOLAR ED HLDGS LTDsponsored ads$0-350,000-0.86%
GRUB ExitGRUBHUB INC$0-866,799-7.78%
Q2 2017
 Value Shares↓ Weighting
BABA NewALIBABA GROUP HLDG LTDsponsored ads$169,5221,203,13734.90%
CGNX NewCOGNEX CORP$119,1741,403,70124.53%
CSTE NewCAESARSTONE LTD$81,3912,322,13016.75%
GRUB NewGRUBHUB INC$37,792866,7997.78%
HXL NewHEXCEL CORP NEW$37,796715,9667.78%
MHK NewMOHAWK INDS INC$35,354146,2777.28%
BEDU NewBRIGHT SCHOLAR ED HLDGS LTDsponsored ads$4,165350,0000.86%
SBUX NewSTARBUCKS CORP$59210,1500.12%
Q4 2016
 Value Shares↓ Weighting
AEO ExitAMERICAN EAGLE OUTFITTERS NE$0-60,000-0.21%
AMZN ExitAMAZON COM INC$0-3,988-0.66%
BIDU ExitBAIDU INCspon adr rep a$0-20,736-0.74%
COE ExitCHINA ONLINE ED GROUPsponsored adr$0-263,500-1.08%
HXL ExitHEXCEL CORP NEW$0-386,283-3.37%
ETSY ExitETSY INC$0-2,104,162-5.91%
LABL ExitMULTI COLOR CORP$0-458,367-5.95%
CSTE ExitCAESARSTONE LTD$0-1,374,627-10.20%
CGNX ExitCOGNEX CORP$0-1,690,138-17.58%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-1,211,987-25.23%
GRUB ExitGRUBHUB INC$0-3,435,704-29.06%
Q3 2016
 Value Shares↓ Weighting
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$128,216
+41.9%
1,211,987
+6.7%
25.23%
+2.6%
CGNX BuyCOGNEX CORP$89,341
+34.6%
1,690,138
+9.7%
17.58%
-2.8%
CSTE BuyCAESARSTONE LTD$51,837
+22.8%
1,374,627
+13.2%
10.20%
-11.3%
LABL SellMULTI COLOR CORP$30,252
-2.4%
458,367
-6.2%
5.95%
-29.4%
ETSY BuyETSY INC$30,047
+900.2%
2,104,162
+571.8%
5.91%
+622.7%
AMZN SellAMAZON COM INC$3,339
+17.0%
3,988
-0.1%
0.66%
-15.4%
AEO NewAMERICAN EAGLE OUTFITTERS NE$1,07260,0000.21%
Q2 2016
 Value Shares↓ Weighting
GRUB NewGRUBHUB INC$106,7473,435,70429.06%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$90,3451,135,98724.60%
CGNX NewCOGNEX CORP$66,3981,540,54918.08%
CSTE NewCAESARSTONE LTD$42,2201,214,62711.50%
LABL NewMULTI COLOR CORP$30,990488,7978.44%
HXL NewHEXCEL CORP NEW$16,085386,2834.38%
COE NewCHINA ONLINE ED GROUPsponsored adr$5,225263,5001.42%
BIDU NewBAIDU INCspon adr rep a$3,42520,7360.93%
ETSY NewETSY INC$3,004313,2130.82%
AMZN NewAMAZON COM INC$2,8553,9900.78%
Q4 2015
 Value Shares↓ Weighting
GOOGL ExitGOOGLE INCcl a$0-2,607-0.48%
AMZN ExitAMAZON COM INC$0-3,990-0.58%
GLW ExitCORNING INC$0-157,200-0.77%
CGNX ExitCOGNEX CORP$0-352,453-3.47%
KANG ExitIKANG HEALTHCARE GROUP INCsponsored adr$0-1,290,268-5.47%
GOOG ExitGOOGLE INCcl c$0-52,956-9.22%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-674,450-11.39%
MJN ExitMEAD JOHNSON NUTRITION CO$0-647,300-13.05%
HXL ExitHEXCEL CORP NEW$0-1,259,260-16.18%
TAL ExitTAL ED GROUP$0-1,897,924-17.47%
GRUB ExitGRUBHUB INC$0-3,145,907-21.92%
Q3 2015
 Value Shares↓ Weighting
GRUB BuyGRUBHUB INC$76,571
+18.1%
3,145,907
+65.3%
21.92%
+45.1%
TAL SellTAL ED GROUP$61,018
-26.0%
1,897,924
-18.7%
17.47%
-9.1%
HXL BuyHEXCEL CORP NEW$56,490
+32.5%
1,259,260
+46.9%
16.18%
+62.8%
MJN SellMEAD JOHNSON NUTRITION CO$45,570
-34.6%
647,300
-16.2%
13.05%
-19.6%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$39,772
+38.5%
674,450
+93.3%
11.39%
+70.2%
KANG SellIKANG HEALTHCARE GROUP INCsponsored adr$19,096
-65.0%
1,290,268
-54.3%
5.47%
-57.0%
CGNX NewCOGNEX CORP$12,114352,4533.47%
GLW NewCORNING INC$2,691157,2000.77%
AMZN SellAMAZON COM INC$2,042
-15.1%
3,990
-28.0%
0.58%
+4.5%
BIDU ExitBAIDU INCspon adr rep a$0-1,640-0.08%
CSCO ExitCISCO SYS INC$0-12,320-0.08%
DATA ExitTABLEAU SOFTWARE INCcl a$0-4,250-0.11%
QUNR ExitQUNAR CAYMAN IS LTDspns adr cl b$0-1,253,617-12.52%
Q2 2015
 Value Shares↓ Weighting
TAL NewTAL ED GROUP$82,4362,335,30319.21%
MJN NewMEAD JOHNSON NUTRITION CO$69,677772,30016.24%
GRUB NewGRUBHUB INC$64,8221,902,60015.11%
KANG NewIKANG HEALTHCARE GROUP INCsponsored adr$54,5902,822,65512.72%
QUNR NewQUNAR CAYMAN IS LTDspns adr cl b$53,7171,253,61712.52%
HXL NewHEXCEL CORP NEW$42,625856,9609.93%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$28,712349,0006.69%
GOOG NewGOOGLE INCcl c$27,56452,9566.42%
AMZN NewAMAZON COM INC$2,4055,5400.56%
GOOGL NewGOOGLE INCcl a$1,4082,6070.33%
DATA NewTABLEAU SOFTWARE INCcl a$4904,2500.11%
CSCO NewCISCO SYS INC$33812,3200.08%
BIDU NewBAIDU INCspon adr rep a$3261,6400.08%
Q4 2014
 Value Shares↓ Weighting
WUBA Exit58 COM INCspon adr rep a$0-190,747-1.20%
YELP ExitYELP INCcl a$0-190,677-2.20%
ExitTARENA INTL INCadr$0-1,574,328-3.45%
VNET Exit21VIANET GROUP INCsponsored adr$0-1,165,292-3.55%
HXL ExitHEXCEL CORP NEW$0-625,469-4.21%
QUNR ExitQUNAR CAYMAN IS LTDspns adr cl b$0-1,011,591-4.74%
VECO ExitVEECO INSTRS INC DEL$0-1,093,387-6.48%
VIPS ExitVIPSHOP HLDGS LTDsponsored adr$0-211,700-6.78%
MJN ExitMEAD JOHNSON NUTRITION CO$0-459,900-7.50%
GOOGL ExitGOOGLE INCcl a$0-85,964-8.57%
GOOG ExitGOOGLE INCcl c$0-112,964-11.05%
TAL ExitTAL ED GROUP$0-2,493,530-14.76%
BIDU ExitBAIDU INCspon adr rep a$0-689,550-25.50%
Q3 2014
 Value Shares↓ Weighting
BIDU SellBAIDU INCspon adr rep a$150,480
-0.6%
689,550
-14.9%
25.50%
+10.3%
TAL SellTAL ED GROUP$87,124
+23.2%
2,493,530
-3.1%
14.76%
+36.7%
GOOG BuyGOOGLE INCcl c$65,221
+31.9%
112,964
+31.4%
11.05%
+46.4%
VIPS SellVIPSHOP HLDGS LTDsponsored adr$40,013
-12.0%
211,700
-12.6%
6.78%
-2.3%
VECO SellVEECO INSTRS INC DEL$38,214
-23.9%
1,093,387
-18.9%
6.48%
-15.5%
QUNR NewQUNAR CAYMAN IS LTDspns adr cl b$27,9701,011,5914.74%
HXL BuyHEXCEL CORP NEW$24,831
+9.5%
625,469
+12.8%
4.21%
+21.5%
VNET Sell21VIANET GROUP INCsponsored adr$20,975
-56.3%
1,165,292
-27.3%
3.55%
-51.5%
SellTARENA INTL INCadr$20,356
-30.6%
1,574,328
-29.5%
3.45%
-23.0%
YELP SellYELP INCcl a$13,014
-71.0%
190,677
-67.4%
2.20%
-67.8%
WUBA Sell58 COM INCspon adr rep a$7,105
-85.7%
190,747
-79.3%
1.20%
-84.1%
Q2 2014
 Value Shares↓ Weighting
BIDU NewBAIDU INCspon adr rep a$151,419810,55023.12%
TAL NewTAL ED GROUP$70,7382,572,30410.80%
GOOGL NewGOOGLE INCcl a$50,26185,9647.67%
VECO NewVEECO INSTRS INC DEL$50,2191,347,8007.67%
WUBA New58 COM INCspon adr rep a$49,735920,0007.59%
GOOG NewGOOGLE INCcl c$49,45385,9647.55%
VNET New21VIANET GROUP INCsponsored adr$48,0401,602,9347.33%
VIPS NewVIPSHOP HLDGS LTDsponsored adr$45,471242,2006.94%
YELP NewYELP INCcl a$44,805584,3086.84%
MJN NewMEAD JOHNSON NUTRITION CO$42,849459,9006.54%
NewTARENA INTL INCadr$29,3232,233,2974.48%
HXL NewHEXCEL CORP NEW$22,679554,5063.46%
Q4 2013
 Value Shares↓ Weighting
VIPS ExitVIPSHOP HLDGS LTDsponsored adr$0-385,000-1.64%
VAR ExitVARIAN MED SYS INC$0-305,000-1.71%
TRIP ExitTRIPADVISOR INC$0-325,000-1.85%
VECO ExitVEECO INSTRS INC DEL$0-940,957-2.63%
VNET Exit21VIANET GROUP INCsponsored adr$0-2,149,782-2.66%
TAL ExitTAL ED GROUP$0-2,723,337-2.96%
SBUX ExitSTARBUCKS CORP$0-620,700-3.58%
YOKU ExitYOUKU TUDOU INCsponsored adr$0-1,911,383-3.93%
HXL ExitHEXCEL CORP NEW$0-1,375,607-4.00%
MR ExitMINDRAY MEDICAL INTL LTDspon adr$0-2,014,532-5.88%
MU ExitMICRON TECHNOLOGY INC$0-4,828,697-6.33%
MJN ExitMEAD JOHNSON NUTRITION CO$0-1,371,900-7.64%
EL ExitLAUDER ESTEE COS INCcl a$0-1,495,953-7.85%
YELP ExitYELP INCcl a$0-1,966,008-9.76%
GOOGL ExitGOOGLE INCcl a$0-247,064-16.24%
BIDU ExitBAIDU INCspon adr rep a$0-1,830,950-21.32%
Q3 2013
 Value Shares↓ Weighting
BIDU SellBAIDU INCspon adr rep a$284,127
+31.2%
1,830,950
-20.1%
21.32%
+14.9%
GOOGL SellGOOGLE INCcl a$216,406
-14.6%
247,064
-14.2%
16.24%
-25.2%
YELP BuyYELP INCcl a$130,110
+94.5%
1,966,008
+2.2%
9.76%
+70.3%
EL SellLAUDER ESTEE COS INCcl a$104,567
-0.6%
1,495,953
-6.4%
7.85%
-12.9%
MJN SellMEAD JOHNSON NUTRITION CO$101,877
-27.2%
1,371,900
-22.4%
7.64%
-36.3%
MU SellMICRON TECHNOLOGY INC$84,357
+9.3%
4,828,697
-10.4%
6.33%
-4.3%
MR SellMINDRAY MEDICAL INTL LTDspon adr$78,345
-6.9%
2,014,532
-10.4%
5.88%
-18.5%
YOKU BuyYOUKU TUDOU INCsponsored adr$52,372
+169.8%
1,911,383
+89.0%
3.93%
+136.3%
SBUX SellSTARBUCKS CORP$47,775
+3.7%
620,700
-11.8%
3.58%
-9.2%
VAR NewVARIAN MED SYS INC$22,793305,0001.71%
VIPS NewVIPSHOP HLDGS LTDsponsored adr$21,868385,0001.64%
PACT ExitPACTERA TECHNOLOGY INTL LTDsponsored adr$0-182,916-0.11%
SFUN ExitSOUFUN HLDGS LTDadr$0-151,459-0.32%
Q2 2013
 Value Shares↓ Weighting
GOOGL NewGOOGLE INCcl a$253,427287,86421.72%
BIDU NewBAIDU INCspon adr rep a$216,6012,291,35018.56%
MJN NewMEAD JOHNSON NUTRITION CO$139,9911,766,90012.00%
EL NewLAUDER ESTEE COS INCcl a$105,1701,599,0549.01%
MR NewMINDRAY MEDICAL INTL LTDspon adr$84,1832,247,8817.22%
MU NewMICRON TECHNOLOGY INC$77,1915,386,6976.62%
YELP NewYELP INCcl a$66,8981,924,0085.73%
HXL NewHEXCEL CORP NEW$46,8391,375,6074.01%
SBUX NewSTARBUCKS CORP$46,085703,7003.95%
VECO NewVEECO INSTRS INC DEL$33,329940,9572.86%
TAL NewTAL ED GROUP$28,5412,723,3372.45%
VNET New21VIANET GROUP INCsponsored adr$24,3572,149,7822.09%
TRIP NewTRIPADVISOR INC$19,783325,0001.70%
YOKU NewYOUKU TUDOU INCsponsored adr$19,4081,011,3831.66%
SFUN NewSOUFUN HLDGS LTDadr$3,759151,4590.32%
PACT NewPACTERA TECHNOLOGY INTL LTDsponsored adr$1,235182,9160.11%

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