joho capital llc
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Contact Information
joho capital llc
55 EAST 59TH STREET 15TH FLOOR
NEW YORK NY 10022
Business Phone: 212-326-9577 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $902,374,828 [1]Prior Market Value: $754,739,989 New Purchases: 2 stocks Additional Purchases: 3 stocks Sold out of: 3 stocks Reduced holdings in: 1 stock Top 10 Holdings %: 94.89% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio Google Inc. 25.31% Mead Johnson Nutrition Company 15.17% Baidu, Inc. 13.67% Estee Lauder Companies Inc. 11.35% Micron Technology Inc. 9.44% Major new positions on 03/31/2013 Stock % of Portfolio Baidu, Inc. 13.67% Micron Technology Inc. 9.44%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio Yum! Brands, Inc. 9.34% New Oriental Education & Technology Group 4.97% Facebook, Inc. 3.56% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-16 Form 13F-HR 2013-02-14 Form 13F-HR 2012-11-14 Form 13F-HR 2012-08-14 Form 13F-HR 2012-05-15