JC

Joho Capital Portfolio holdings

AUM $710M
This Quarter Return
+5.88%
1 Year Return
+31.56%
3 Year Return
+129.58%
5 Year Return
+179.67%
10 Year Return
+557.75%
AUM
$590M
AUM Growth
+$590M
Cap. Flow
-$67.7M
Cap. Flow %
-11.48%
Top 10 Hldgs %
96.59%
Holding
12
New
1
Increased
2
Reduced
8
Closed
–

Top Buys

1
QUNR
Qunar Cayman Islands Limited
QUNR
$28M
2
GOOG icon
Alphabet (Google) Class C
GOOG
$15.7M
3
HXL icon
Hexcel
HXL
$2.82M

Top Sells

1
WUBA
58.COM INC
WUBA
$27.2M
2
YELP icon
Yelp
YELP
$26.9M
3
BIDU icon
Baidu
BIDU
$26.4M
4
VECO icon
Veeco
VECO
$8.89M
5
VSA
TCTM Kids IT Education Inc. American Depositary Shares
VSA
$8.52M

Sector Composition

1 Communication Services 52.07%
2 Consumer Staples 25.71%
3 Technology 10.03%
4 Consumer Discretionary 6.78%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BIDU icon
1
Baidu
BIDU
$32.8B
$150M 25.5% 689,550 -121,000 -15% -$26.4M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$2.58T
$116M 19.62% 198,928 +27,000 +16% +$15.7M
TAL icon
3
TAL Education Group
TAL
$6.46B
$87.1M 14.76% 2,493,530 -78,774 -3% -$2.75M
MJN
4
DELISTED
Mead Johnson Nutrition Company
MJN
$44.3M 7.5% 459,900 – –
VIPS icon
5
Vipshop
VIPS
$8.25B
$40M 6.78% 211,700 -30,500 -13% -$5.76M
VECO icon
6
Veeco
VECO
$1.48B
$38.2M 6.48% 1,093,387 -254,413 -19% -$8.89M
QUNR
7
DELISTED
Qunar Cayman Islands Limited
QUNR
$28M 4.74% +1,011,591 New +$28M
HXL icon
8
Hexcel
HXL
$5.02B
$24.8M 4.21% 625,469 +70,963 +13% +$2.82M
VNET
9
VNET Group
VNET
$2.33B
$21M 3.55% 1,165,292 -437,642 -27% -$7.88M
VSA
10
TCTM Kids IT Education Inc. American Depositary Shares
VSA
$82.9M
$20.4M 3.45% 1,574,328 -658,969 -30% -$8.52M
YELP icon
11
Yelp
YELP
$1.99B
$13M 2.21% 190,677 -393,631 -67% -$26.9M
WUBA
12
DELISTED
58.COM INC
WUBA
$7.11M 1.2% 190,747 -729,253 -79% -$27.2M