Joho Capital’s VisionSys AI VSA Stock Holding History

Joho Capital’s Portfolio VSA Stock Details VSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-206	Closed	-$5M	–	14
2015 Q1	$5M	Sell	206 -421	-67%	-$11.8M	1.14%	8
2014 Q4	$17.4M	Sell	627 -3	-0.5%	-$89.6K	3.34%	9
2014 Q3	$20.4M	Sell	630 -263	-29%	-$8.61M	3.45%	10
2014 Q2	$29.3M	Buy	+893	New	+$20.6M	4.48%	10

Other funds holding VSA

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

ITVII

IDG Technology Venture Investment III Central, Hong Kong $70.5M AUM 20.92% 1-Year Est. Return

LBN Advisers Central, Hong Kong $88M AUM 35.99% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

MAM

Myriad Asset Management North Point, Hong Kong $722M AUM 11.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

OAM

Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

PAAMCP

Pacific Alternative Asset Management Company (PAAMCO) Irvine, California $913M AUM 18.29% 1-Year Est. Return

Joho Capital's VSA Position: Q2 2015 in Review

Joho Capital sold out of VisionSys AI (VSA) in Q2 2015, closing a stake of 206 shares — an estimated $5M sold.

Joho Capital first reported a position in VSA in Q2 2014 and held it in 4 quarters. The position peaked at $29.3M in Q2 2014. 36 funds tracked by Wall St. Rank hold VSA as of Q2 2015.

Joho Capital reported no remaining VisionSys AI position as of Q2 2015 after selling out during the quarter.
Joho Capital sold 206 VisionSys AI shares in Q2 2015, an estimated $5M.
Joho Capital first reported a position in VisionSys AI in Q2 2014 and held it in 4 quarters.
Joho Capital's VisionSys AI position peaked at $29.3M in Q2 2014.
36 funds tracked by Wall St. Rank held VisionSys AI as of Q2 2015.

Based on Joho Capital's 13F filing for Q2 2015, filed 14 Aug 2015.