$349 Million is the total value of Joho Capital's 11 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 46.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GRUB | Buy | GRUBHUB INC | $76,571 | +18.1% | 3,145,907 | +65.3% | 21.92% | +45.1% |
| TAL | Sell | TAL ED GROUP | $61,018 | -26.0% | 1,897,924 | -18.7% | 17.47% | -9.1% |
| HXL | Buy | HEXCEL CORP NEW | $56,490 | +32.5% | 1,259,260 | +46.9% | 16.18% | +62.8% |
| MJN | Sell | MEAD JOHNSON NUTRITION CO | $45,570 | -34.6% | 647,300 | -16.2% | 13.05% | -19.6% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $39,772 | +38.5% | 674,450 | +93.3% | 11.39% | +70.2% |
| GOOG | GOOGLE INCcl c | $32,219 | +16.9% | 52,956 | 0.0% | 9.22% | +43.6% | |
| KANG | Sell | IKANG HEALTHCARE GROUP INCsponsored adr | $19,096 | -65.0% | 1,290,268 | -54.3% | 5.47% | -57.0% |
| CGNX | New | COGNEX CORP | $12,114 | – | 352,453 | +100.0% | 3.47% | – |
| GLW | New | CORNING INC | $2,691 | – | 157,200 | +100.0% | 0.77% | – |
| AMZN | Sell | AMAZON COM INC | $2,042 | -15.1% | 3,990 | -28.0% | 0.58% | +4.5% |
| GOOGL | GOOGLE INCcl a | $1,664 | +18.2% | 2,607 | 0.0% | 0.48% | +45.1% | |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -1,640 | -100.0% | -0.08% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -12,320 | -100.0% | -0.08% | – |
| DATA | Exit | TABLEAU SOFTWARE INCcl a | $0 | – | -4,250 | -100.0% | -0.11% | – |
| QUNR | Exit | QUNAR CAYMAN IS LTDspns adr cl b | $0 | – | -1,253,617 | -100.0% | -12.52% | – |
These EDGAR filings were analyzed to create this holdings report:
The EDGAR filing(s) were signed by:
- Timothy K. McManus — Chief Financial Officer (Joho Capital, L.L.C.)
- Joho Capital holdings (13F-HR)
- Joho Capital significant holdings (13D/G)
- Joho Capital ownership history
- Joho Capital portfolio value
- Joho Capital filings
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