JC
YOKU

Joho Capital’s YOUKU TUDOU INC.(CAYMAN ISLS) YOKU Stock Holding History

Joho Capital’s Portfolio YOKU Stock Details YOKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-947,383
Closed -$26.6M – 12
2014
Q1 		$26.6M Sell
947,383
-1,605,000
-63% -$49.9M 4.24% 10
2013
Q4 		$77.3M Buy
2,552,383
+641,000
+34% +$18.4M 5.29% 7
2013
Q3 		$52.4M Buy
1,911,383
+900,000
+89% +$20.6M 3.93% 9
2013
Q2 		$19.4M Buy
+1,011,383
New +$19.3M 1.66% 14

Other funds holding YOKU

O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BCPEM
Bain Capital Public Equity Management Boston, Massachusetts $1.05B AUM 25.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Joho Capital's YOKU Position: Q2 2014 in Review

Joho Capital sold out of YOUKU TUDOU INC.(CAYMAN ISLS) (YOKU) in Q2 2014, closing a stake of 947,383 shares — an estimated $26.6M sold.

Joho Capital first reported a position in YOKU in Q2 2013 and held it in 4 quarters. The position peaked at $77.3M in Q4 2013. 112 funds tracked by Wall St. Rank hold YOKU as of Q2 2014.

  • Joho Capital reported no remaining YOUKU TUDOU INC.(CAYMAN ISLS) position as of Q2 2014 after selling out during the quarter.
  • Joho Capital sold 947,383 YOUKU TUDOU INC.(CAYMAN ISLS) shares in Q2 2014, an estimated $26.6M.
  • Joho Capital first reported a position in YOUKU TUDOU INC.(CAYMAN ISLS) in Q2 2013 and held it in 4 quarters.
  • Joho Capital's YOUKU TUDOU INC.(CAYMAN ISLS) position peaked at $77.3M in Q4 2013.
  • 112 funds tracked by Wall St. Rank held YOUKU TUDOU INC.(CAYMAN ISLS) as of Q2 2014.

Based on Joho Capital's 13F filing for Q2 2014, filed 14 Aug 2014.