JC

Joho Capital Portfolio holdings

AUM $710M
This Quarter Return
+13.71%
1 Year Return
+31.56%
3 Year Return
+129.58%
5 Year Return
+179.67%
10 Year Return
+557.75%
AUM
$655M
AUM Growth
+$655M
Cap. Flow
+$7.99M
Cap. Flow %
1.22%
Top 10 Hldgs %
96.54%
Holding
12
New
1
Increased
3
Reduced
6
Closed
1

Top Buys

1
GOOG icon
Alphabet (Google) Class C
GOOG
$51M
2
VSA
TCTM Kids IT Education Inc. American Depositary Shares
VSA
$29.3M
3
WUBA
58.COM INC
WUBA
$982K
4
MJN
Mead Johnson Nutrition Company
MJN
$804K

Top Sells

1
YOKU
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
$26.6M
2
BIDU icon
Baidu
BIDU
$19M
3
VIPS icon
Vipshop
VIPS
$16M
4
VECO icon
Veeco
VECO
$6.84M
5
YELP icon
Yelp
YELP
$2.46M

Sector Composition

1 Communication Services 45.18%
2 Consumer Staples 21.82%
3 Technology 15%
4 Consumer Discretionary 6.94%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BIDU icon
1
Baidu
BIDU
$32.8B
$151M 23.12% 810,550 -101,856 -11% -$19M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$2.58T
$99.7M 15.22% 171,928 +87,865 +105% +$51M
TAL icon
3
TAL Education Group
TAL
$6.46B
$70.7M 10.8% 2,572,304 -30,403 -1% -$836K
VECO icon
4
Veeco
VECO
$1.48B
$50.2M 7.67% 1,347,800 -183,451 -12% -$6.84M
WUBA
5
DELISTED
58.COM INC
WUBA
$49.7M 7.59% 920,000 +18,172 +2% +$982K
VNET
6
VNET Group
VNET
$2.33B
$48M 7.33% 1,602,934 -80,283 -5% -$2.41M
VIPS icon
7
Vipshop
VIPS
$8.25B
$45.5M 6.94% 242,200 -85,000 -26% -$16M
YELP icon
8
Yelp
YELP
$1.99B
$44.8M 6.84% 584,308 -32,021 -5% -$2.46M
MJN
9
DELISTED
Mead Johnson Nutrition Company
MJN
$42.8M 6.54% 459,900 +8,630 +2% +$804K
VSA
10
TCTM Kids IT Education Inc. American Depositary Shares
VSA
$82.9M
$29.3M 4.48% +2,233,297 New +$29.3M
HXL icon
11
Hexcel
HXL
$5.02B
$22.7M 3.46% 554,506 – –
YOKU
12
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
– – -947,383 Closed -$26.6M