Joho Capital Activity Q4 1999-Q3 2023

Q3 2023
 Value Shares↓ Weighting
UBER BuyUBER TECHNOLOGIES INC$46,449,900
+145.7%
1,010,000
+130.6%
10.46%
+175.3%
GOOG BuyALPHABET INCcap stk cl c$33,002,055
+80.3%
250,300
+65.4%
7.43%
+102.0%
BuyNEXTRACKER INC$32,897,827
+2.3%
819,169
+1.4%
7.40%
+14.6%
SEDG SellSOLAREDGE TECHNOLOGIES INC$7,349,693
-67.9%
56,750
-33.2%
1.65%
-64.0%
NewDUTCH BROS INCcl a$5,924,170254,8031.33%
CGNX ExitCOGNEX CORP$0-12,100-0.14%
ARRY ExitARRAY TECHNOLOGIES INC$0-142,734-0.65%
LTHM ExitLIVENT CORP$0-710,000-3.91%
EEFT ExitEURONET WORLDWIDE INC$0-363,659-8.57%
Q2 2023
 Value Shares↓ Weighting
MSFT NewMICROSOFT CORP$201,191,032590,80040.42%
PWR NewQUANTA SVCS INC$56,448,532287,34311.34%
EEFT NewEURONET WORLDWIDE INC$42,682,657363,6598.57%
NewNEXTRACKER INC$32,173,208808,1696.46%
SHLS NewSHOALS TECHNOLOGIES GROUP INcl a$28,767,4731,125,4885.78%
SEDG NewSOLAREDGE TECHNOLOGIES INC$22,869,25085,0004.59%
INTU NewINTUIT$20,036,64943,7304.02%
LTHM NewLIVENT CORP$19,475,300710,0003.91%
UBER NewUBER TECHNOLOGIES INC$18,908,460438,0003.80%
GOOG NewALPHABET INCcap stk cl c$18,302,761151,3003.68%
NewNU HLDGS LTD$9,073,5001,150,0001.82%
NewRIVIAN AUTOMOTIVE INC$8,363,320502,0001.68%
STZ NewCONSTELLATION BRANDS INCcl a$4,483,25818,2150.90%
PG NewPROCTER AND GAMBLE CO$3,497,60723,0500.70%
ARRY NewARRAY TECHNOLOGIES INC$3,225,788142,7340.65%
ADSK NewAUTODESK INC$2,909,55414,2200.58%
APH NewAMPHENOL CORP NEWcl a$2,398,98828,2400.48%
EL NewLAUDER ESTEE COS INCcl a$2,317,67711,8020.47%
CGNX NewCOGNEX CORP$677,84212,1000.14%
Q4 2022
 Value Shares↓ Weighting
GNRC ExitGENERAC HLDGS INC$0-3,830-0.19%
SPG ExitSIMON PPTY GROUP INC NEW$0-13,970-0.35%
ECL ExitECOLAB INC$0-9,420-0.38%
EL ExitLAUDER ESTEE COS INCcl a$0-10,352-0.62%
PG ExitPROCTER AND GAMBLE CO$0-23,050-0.81%
APH ExitAMPHENOL CORP NEWcl a$0-52,940-0.99%
ADSK ExitAUTODESK INC$0-21,170-1.11%
STZ ExitCONSTELLATION BRANDS INCcl a$0-18,215-1.17%
ExitRIVIAN AUTOMOTIVE INC$0-225,800-2.08%
INTU ExitINTUIT$0-44,100-4.78%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-479,571-10.73%
EEFT ExitEURONET WORLDWIDE INC$0-604,190-12.80%
LTHM ExitLIVENT CORP$0-2,978,580-25.52%
MSFT ExitMICROSOFT CORP$0-590,800-38.47%
Q3 2022
 Value Shares↓ Weighting
LTHM SellLIVENT CORP$91,293,000
+2.1%
2,978,580
-24.4%
25.52%
+24.9%
EEFT BuyEURONET WORLDWIDE INC$45,773,000
-17.9%
604,190
+9.0%
12.80%
+0.4%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$38,361,000
-59.1%
479,571
-41.8%
10.73%
-49.9%
INTU NewINTUIT$17,081,00044,1004.78%
NewRIVIAN AUTOMOTIVE INC$7,431,000225,8002.08%
GNRC NewGENERAC HLDGS INC$682,0003,8300.19%
GPN ExitGLOBAL PMTS INC$0-242,860-6.14%
Q2 2022
 Value Shares↓ Weighting
MSFT NewMICROSOFT CORP$151,735,000590,80034.68%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$93,737,000824,57121.42%
LTHM NewLIVENT CORP$89,400,0003,940,08020.43%
EEFT NewEURONET WORLDWIDE INC$55,770,000554,42912.75%
GPN NewGLOBAL PMTS INC$26,870,000242,8606.14%
STZ NewCONSTELLATION BRANDS INCcl a$4,245,00018,2150.97%
ADSK NewAUTODESK INC$3,640,00021,1700.83%
APH NewAMPHENOL CORP NEWcl a$3,408,00052,9400.78%
PG NewPROCTER AND GAMBLE CO$3,314,00023,0500.76%
EL NewLAUDER ESTEE COS INCcl a$2,636,00010,3520.60%
ECL NewECOLAB INC$1,448,0009,4200.33%
SPG NewSIMON PPTY GROUP INC NEW$1,326,00013,9700.30%
Q4 2021
 Value Shares↓ Weighting
PTON ExitPELOTON INTERACTIVE INC$0-5,375-0.06%
UBER ExitUBER TECHNOLOGIES INC$0-20,950-0.13%
ECL ExitECOLAB INC$0-7,720-0.22%
PFGC ExitPERFORMANCE FOOD GROUP CO$0-39,500-0.25%
ADSK ExitAUTODESK INC$0-6,470-0.25%
GOOGL ExitALPHABET INCcap stk cl a$0-700-0.25%
EL ExitLAUDER ESTEE COS INCcl a$0-8,032-0.32%
ADBE ExitADOBE SYSTEMS INCORPORATED$0-5,130-0.40%
STZ ExitCONSTELLATION BRANDS INCcl a$0-18,215-0.52%
NOW ExitSERVICENOW INC$0-6,202-0.52%
APH ExitAMPHENOL CORP NEWcl a$0-52,940-0.52%
PG ExitPROCTER AND GAMBLE CO$0-27,850-0.52%
FB ExitFACEBOOK INCcl a$0-12,230-0.56%
AMZN ExitAMAZON COM INC$0-1,552-0.68%
EEFT ExitEURONET WORLDWIDE INC$0-469,939-8.04%
DT ExitDYNATRACE INC$0-1,108,600-10.58%
LTHM ExitLIVENT CORP$0-4,273,080-13.28%
GPN ExitGLOBAL PMTS INC$0-786,648-16.67%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-956,791-19.04%
MSFT ExitMICROSOFT CORP$0-717,500-27.20%
Q3 2021
 Value Shares↓ Weighting
MSFT SellMICROSOFT CORP$202,278,000
+0.5%
717,500
-3.5%
27.20%
-4.9%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$141,653,000
+9.4%
956,791
+67.6%
19.04%
+3.5%
GPN BuyGLOBAL PMTS INC$123,960,000
+10.7%
786,648
+31.8%
16.67%
+4.8%
LTHM BuyLIVENT CORP$98,751,000
+35.0%
4,273,080
+13.1%
13.28%
+27.8%
AMZN SellAMAZON COM INC$5,098,000
-14.8%
1,552
-10.8%
0.68%
-19.4%
NOW SellSERVICENOW INC$3,859,000
+5.0%
6,202
-7.3%
0.52%
-0.6%
ADBE SellADOBE SYSTEMS INCORPORATED$2,953,000
-10.1%
5,130
-8.6%
0.40%
-15.0%
EL SellLAUDER ESTEE COS INCcl a$2,409,000
-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$201,333,000743,20028.60%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$129,467,000570,89118.40%
GPN NewGLOBAL PMTS INC$111,953,000596,95515.91%
LTHM NewLIVENT CORP$73,124,0003,777,08010.39%
DT NewDYNATRACE INC$64,764,0001,108,6009.20%
EEFT NewEURONET WORLDWIDE INC$63,606,000469,9399.04%
CDAY NewCERIDIAN HCM HLDG INC$17,749,000185,0372.52%
AMZN NewAMAZON COM INC$5,986,0001,7400.85%
STZ NewCONSTELLATION BRANDS INCcl a$4,260,00018,2150.60%
FB NewFACEBOOK INCcl a$4,252,00012,2300.60%
PG NewPROCTER AND GAMBLE CO$3,758,00027,8500.53%
NOW NewSERVICENOW INC$3,676,0006,6900.52%
APH NewAMPHENOL CORP NEWcl a$3,622,00052,9400.52%
ADBE NewADOBE SYSTEMS INCORPORATED$3,285,0005,6100.47%
EL NewLAUDER ESTEE COS INCcl a$3,119,0009,8070.44%
PFGC NewPERFORMANCE FOOD GROUP CO$1,915,00039,5000.27%
ADSK NewAUTODESK INC$1,889,0006,4700.27%
GOOGL NewALPHABET INCcap stk cl a$1,709,0007000.24%
ECL NewECOLAB INC$1,590,0007,7200.23%
SPG NewSIMON PPTY GROUP INC NEW$1,057,0008,1000.15%
UBER NewUBER TECHNOLOGIES INC$1,050,00020,9500.15%
PTON NewPELOTON INTERACTIVE INC$667,0005,3750.10%
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$218,272,000
+31.7%
742,471
-3.4%
44.12%
-7.0%
GPN BuyGLOBAL PMTS INC$45,453,000
+605.9%
255,960
+574.3%
9.19%
+398.8%
LTHM BuyLIVENT CORP$26,511,000
+90.8%
2,955,475
+31.0%
5.36%
+34.8%
EEFT NewEURONET WORLDWIDE INC$25,983,000285,2145.25%
CDAY BuyCERIDIAN HCM HLDG INC$15,748,000
+678.1%
190,537
+646.1%
3.18%
+449.7%
FND SellFLOOR & DECOR HLDGS INCcl a$2,588,000
-72.6%
34,603
-78.9%
0.52%
-80.7%
PG NewPROCTER AND GAMBLE CO$2,300,00016,5500.46%
SNOW NewSNOWFLAKE INCcl a$1,211,0004,8240.24%
FEDU ExitFOUR SEASONS ED CAYMAN INCadr$0-434,887-0.14%
Q2 2020
 Value Shares↓ Weighting
BABA NewALIBABA GROUP HLDG LTDsponsored ads$165,759,000768,47147.43%
MSFT NewMICROSOFT CORP$150,190,000738,00042.97%
LTHM NewLIVENT CORP$13,894,0002,255,4753.98%
FND NewFLOOR & DECOR HLDGS INCcl a$9,449,000163,9032.70%
GPN NewGLOBAL PMTS INC$6,439,00037,9601.84%
CDAY NewCERIDIAN HCM HLDG INC$2,024,00025,5370.58%
EL NewLAUDER ESTEE COS INCcl a$1,231,0006,5220.35%
FEDU NewFOUR SEASONS ED CAYMAN INCadr$504,000434,8870.14%
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$176,219,000
+7.4%
3,445,134
-12.1%
31.12%
+23.8%
MSFT BuyMICROSOFT CORP$124,154,000
+18.4%
893,000
+14.0%
21.93%
+36.5%
BABA SellALIBABA GROUP HLDG LTDsponsored ads$115,133,000
-7.2%
688,471
-6.0%
20.33%
+7.0%
GPN BuyGLOBAL PMTS INC$97,626,000
+194.5%
614,000
+196.6%
17.24%
+239.7%
LTHM NewLIVENT CORP$16,551,0002,473,9892.92%
SPOT SellSPOTIFY TECHNOLOGY S A$16,327,000
-49.2%
143,217
-34.9%
2.88%
-41.5%
FTCH SellFARFETCH LTDord sh cl a$8,783,000
-91.9%
1,016,507
-80.5%
1.55%
-90.6%
CGNX SellCOGNEX CORP$5,312,000
-91.2%
108,121
-91.5%
0.94%
-89.9%
FEDU SellFOUR SEASONS ED CAYMAN INCadr$2,883,000
-11.1%
1,584,015
-12.1%
0.51%
+2.4%
EL SellLAUDER ESTEE COS INCcl a$2,432,000
+7.4%
12,222
-1.1%
0.43%
+23.9%
REAL BuyTHE REALREAL INC$814,000
+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$164,140,0003,917,42825.14%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$124,092,000732,32119.00%
FTCH NewFARFETCH LTDord sh cl a$108,289,0005,206,22416.58%
MSFT NewMICROSOFT CORP$104,891,000783,00016.06%
CGNX NewCOGNEX CORP$60,701,0001,265,1219.30%
GPN NewGLOBAL PMTS INC$33,147,000207,0005.08%
SPOT NewSPOTIFY TECHNOLOGY S A$32,168,000220,0004.93%
HXL NewHEXCEL CORP NEW$17,636,000218,0532.70%
FEDU NewFOUR SEASONS ED CAYMAN INCadr$3,243,0001,801,4990.50%
EL NewLAUDER ESTEE COS INCcl a$2,264,00012,3620.35%
TJX NewTJX COS INC NEW$1,883,00035,6140.29%
REAL NewTHE REALREAL INC$578,00020,0000.09%
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$133,066,000
-19.5%
807,637
-9.3%
32.17%
-10.6%
CGNX SellCOGNEX CORP$126,539,000
-7.6%
2,266,917
-26.1%
30.59%
+2.6%
FND BuyFLOOR & DECOR HLDGS INCcl a$89,055,000
+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$165,240,000890,63735.98%
CGNX NewCOGNEX CORP$136,909,0003,069,02429.81%
FND NewFLOOR & DECOR HLDGS INCcl a$73,881,0001,497,68116.09%
HXL NewHEXCEL CORP NEW$54,828,000825,96611.94%
ALB NewALBEMARLE CORP$15,753,000167,0003.43%
FEDU NewFOUR SEASONS ED CAYMAN INCadr$10,299,0001,900,1482.24%
EL NewLAUDER ESTEE COS INCcl a$1,969,00013,8000.43%
HUYA NewHUYA INC$329,00010,0000.07%
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$168,157,000
-0.8%
973,637
-19.1%
36.69%
+5.1%
CGNX SellCOGNEX CORP$142,945,000
+19.9%
1,296,201
-7.7%
31.19%
+27.1%
SBUX BuySTARBUCKS CORP$744,000
+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$169,522,0001,203,13734.90%
CGNX NewCOGNEX CORP$119,174,0001,403,70124.53%
CSTE NewCAESARSTONE LTD$81,391,0002,322,13016.75%
GRUB NewGRUBHUB INC$37,792,000866,7997.78%
HXL NewHEXCEL CORP NEW$37,796,000715,9667.78%
MHK NewMOHAWK INDS INC$35,354,000146,2777.28%
BEDU NewBRIGHT SCHOLAR ED HLDGS LTDsponsored ads$4,165,000350,0000.86%
SBUX NewSTARBUCKS CORP$592,00010,1500.12%
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$128,216,000
+41.9%
1,211,987
+6.7%
25.23%
+2.6%
CGNX BuyCOGNEX CORP$89,341,000
+34.6%
1,690,138
+9.7%
17.58%
-2.8%
CSTE BuyCAESARSTONE LTD$51,837,000
+22.8%
1,374,627
+13.2%
10.20%
-11.3%
LABL SellMULTI COLOR CORP$30,252,000
-2.4%
458,367
-6.2%
5.95%
-29.4%
ETSY BuyETSY INC$30,047,000
+900.2%
2,104,162
+571.8%
5.91%
+622.7%
AMZN SellAMAZON COM INC$3,339,000
+17.0%
3,988
-0.1%
0.66%
-15.4%
AEO NewAMERICAN EAGLE OUTFITTERS NE$1,072,00060,0000.21%
Q2 2016
 Value Shares↓ Weighting
GRUB NewGRUBHUB INC$106,747,0003,435,70429.06%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$90,345,0001,135,98724.60%
CGNX NewCOGNEX CORP$66,398,0001,540,54918.08%
CSTE NewCAESARSTONE LTD$42,220,0001,214,62711.50%
LABL NewMULTI COLOR CORP$30,990,000488,7978.44%
HXL NewHEXCEL CORP NEW$16,085,000386,2834.38%
COE NewCHINA ONLINE ED GROUPsponsored adr$5,225,000263,5001.42%
BIDU NewBAIDU INCspon adr rep a$3,425,00020,7360.93%
ETSY NewETSY INC$3,004,000313,2130.82%
AMZN NewAMAZON COM INC$2,855,0003,9900.78%
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$76,571,000
+18.1%
3,145,907
+65.3%
21.92%
+45.1%
TAL SellTAL ED GROUP$61,018,000
-26.0%
1,897,924
-18.7%
17.47%
-9.1%
HXL BuyHEXCEL CORP NEW$56,490,000
+32.5%
1,259,260
+46.9%
16.18%
+62.8%
MJN SellMEAD JOHNSON NUTRITION CO$45,570,000
-34.6%
647,300
-16.2%
13.05%
-19.6%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$39,772,000
+38.5%
674,450
+93.3%
11.39%
+70.2%
KANG SellIKANG HEALTHCARE GROUP INCsponsored adr$19,096,000
-65.0%
1,290,268
-54.3%
5.47%
-57.0%
CGNX NewCOGNEX CORP$12,114,000352,4533.47%
GLW NewCORNING INC$2,691,000157,2000.77%
AMZN SellAMAZON COM INC$2,042,000
-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$82,436,0002,335,30319.21%
MJN NewMEAD JOHNSON NUTRITION CO$69,677,000772,30016.24%
GRUB NewGRUBHUB INC$64,822,0001,902,60015.11%
KANG NewIKANG HEALTHCARE GROUP INCsponsored adr$54,590,0002,822,65512.72%
QUNR NewQUNAR CAYMAN IS LTDspns adr cl b$53,717,0001,253,61712.52%
HXL NewHEXCEL CORP NEW$42,625,000856,9609.93%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$28,712,000349,0006.69%
GOOG NewGOOGLE INCcl c$27,564,00052,9566.42%
AMZN NewAMAZON COM INC$2,405,0005,5400.56%
GOOGL NewGOOGLE INCcl a$1,408,0002,6070.33%
DATA NewTABLEAU SOFTWARE INCcl a$490,0004,2500.11%
CSCO NewCISCO SYS INC$338,00012,3200.08%
BIDU NewBAIDU INCspon adr rep a$326,0001,6400.08%
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$150,480,000
-0.6%
689,550
-14.9%
25.50%
+10.3%
TAL SellTAL ED GROUP$87,124,000
+23.2%
2,493,530
-3.1%
14.76%
+36.7%
GOOG BuyGOOGLE INCcl c$65,221,000
+31.9%
112,964
+31.4%
11.05%
+46.4%
VIPS SellVIPSHOP HLDGS LTDsponsored adr$40,013,000
-12.0%
211,700
-12.6%
6.78%
-2.3%
VECO SellVEECO INSTRS INC DEL$38,214,000
-23.9%
1,093,387
-18.9%
6.48%
-15.5%
QUNR NewQUNAR CAYMAN IS LTDspns adr cl b$27,970,0001,011,5914.74%
HXL BuyHEXCEL CORP NEW$24,831,000
+9.5%
625,469
+12.8%
4.21%
+21.5%
VNET Sell21VIANET GROUP INCsponsored adr$20,975,000
-56.3%
1,165,292
-27.3%
3.55%
-51.5%
SellTARENA INTL INCadr$20,356,000
-30.6%
1,574,328
-29.5%
3.45%
-23.0%
YELP SellYELP INCcl a$13,014,000
-71.0%
190,677
-67.4%
2.20%
-67.8%
WUBA Sell58 COM INCspon adr rep a$7,105,000
-85.7%
190,747
-79.3%
1.20%
-84.1%
Q2 2014
 Value Shares↓ Weighting
BIDU NewBAIDU INCspon adr rep a$151,419,000810,55023.12%
TAL NewTAL ED GROUP$70,738,0002,572,30410.80%
GOOGL NewGOOGLE INCcl a$50,261,00085,9647.67%
VECO NewVEECO INSTRS INC DEL$50,219,0001,347,8007.67%
WUBA New58 COM INCspon adr rep a$49,735,000920,0007.59%
GOOG NewGOOGLE INCcl c$49,453,00085,9647.55%
VNET New21VIANET GROUP INCsponsored adr$48,040,0001,602,9347.33%
VIPS NewVIPSHOP HLDGS LTDsponsored adr$45,471,000242,2006.94%
YELP NewYELP INCcl a$44,805,000584,3086.84%
MJN NewMEAD JOHNSON NUTRITION CO$42,849,000459,9006.54%
NewTARENA INTL INCadr$29,323,0002,233,2974.48%
HXL NewHEXCEL CORP NEW$22,679,000554,5063.46%
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$284,127,000
+31.2%
1,830,950
-20.1%
21.32%
+14.9%
GOOGL SellGOOGLE INCcl a$216,406,000
-14.6%
247,064
-14.2%
16.24%
-25.2%
YELP BuyYELP INCcl a$130,110,000
+94.5%
1,966,008
+2.2%
9.76%
+70.3%
EL SellLAUDER ESTEE COS INCcl a$104,567,000
-0.6%
1,495,953
-6.4%
7.85%
-12.9%
MJN SellMEAD JOHNSON NUTRITION CO$101,877,000
-27.2%
1,371,900
-22.4%
7.64%
-36.3%
MU SellMICRON TECHNOLOGY INC$84,357,000
+9.3%
4,828,697
-10.4%
6.33%
-4.3%
MR SellMINDRAY MEDICAL INTL LTDspon adr$78,345,000
-6.9%
2,014,532
-10.4%
5.88%
-18.5%
YOKU BuyYOUKU TUDOU INCsponsored adr$52,372,000
+169.8%
1,911,383
+89.0%
3.93%
+136.3%
SBUX SellSTARBUCKS CORP$47,775,000
+3.7%
620,700
-11.8%
3.58%
-9.2%
VAR NewVARIAN MED SYS INC$22,793,000305,0001.71%
VIPS NewVIPSHOP HLDGS LTDsponsored adr$21,868,000385,0001.64%
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$253,427,000287,86421.72%
BIDU NewBAIDU INCspon adr rep a$216,601,0002,291,35018.56%
MJN NewMEAD JOHNSON NUTRITION CO$139,991,0001,766,90012.00%
EL NewLAUDER ESTEE COS INCcl a$105,170,0001,599,0549.01%
MR NewMINDRAY MEDICAL INTL LTDspon adr$84,183,0002,247,8817.22%
MU NewMICRON TECHNOLOGY INC$77,191,0005,386,6976.62%
YELP NewYELP INCcl a$66,898,0001,924,0085.73%
HXL NewHEXCEL CORP NEW$46,839,0001,375,6074.01%
SBUX NewSTARBUCKS CORP$46,085,000703,7003.95%
VECO NewVEECO INSTRS INC DEL$33,329,000940,9572.86%
TAL NewTAL ED GROUP$28,541,0002,723,3372.45%
VNET New21VIANET GROUP INCsponsored adr$24,357,0002,149,7822.09%
TRIP NewTRIPADVISOR INC$19,783,000325,0001.70%
YOKU NewYOUKU TUDOU INCsponsored adr$19,408,0001,011,3831.66%
SFUN NewSOUFUN HLDGS LTDadr$3,759,000151,4590.32%
PACT NewPACTERA TECHNOLOGY INTL LTDsponsored adr$1,235,000182,9160.11%

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