Joho Capital Q3 2015 holdings

$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 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%
GOOG  GOOGLE INCcl c$32,219
+16.9%
52,9560.0%9.22%
+43.6%
KANG SellIKANG HEALTHCARE GROUP INCsponsored adr$19,096
-65.0%
1,290,268
-54.3%
5.47%
-57.0%
CGNX NewCOGNEX CORP$12,114352,453
+100.0%
3.47%
GLW NewCORNING INC$2,691157,200
+100.0%
0.77%
AMZN SellAMAZON COM INC$2,042
-15.1%
3,990
-28.0%
0.58%
+4.5%
GOOGL  GOOGLE INCcl a$1,664
+18.2%
2,6070.0%0.48%
+45.1%
BIDU ExitBAIDU INCspon adr rep a$0-1,640
-100.0%
-0.08%
CSCO ExitCISCO SYS INC$0-12,320
-100.0%
-0.08%
DATA ExitTABLEAU SOFTWARE INCcl a$0-4,250
-100.0%
-0.11%
QUNR ExitQUNAR 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.)

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EDGAR filings