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Institutional Investment Manager
JOHO CAPITAL LLC
JOHO CAPITAL LLC (CIK: 0001106500) incorporated in Delaware, located at 888 Seventh Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q1)
Portfolio Summary: 11 holdings with a total value of $625,882,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BAIDU INC 912,406 139,032,000 22.21%
2 ISHARES NASDAQ BIOTECHNOLOGY ETF 84,063 93,689,000 14.97%
3 VEECO INSTRS INC DEL COM 1,531,251 64,205,000 10.26%
4 TAL EDUCATION GROUP 2,602,707 58,613,000 9.36%
5 VIPSHOP HLDGS LTD 327,200 48,851,000 7.81%
6 21VIANET GROUP INC 1,683,217 48,308,000 7.72%
7 YELP INC 616,329 47,414,000 7.58%
8 58 COM INC 901,828 37,543,000 6.00%
9 MEAD JOHNSON NUTRITION CO 451,270 37,519,000 5.99%
10 YOUKU TUDOU INC 947,383 26,565,000 4.24%
11 HEXCEL CORP NEW COM 554,506 24,143,000 3.86%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001046, filed 2014.05.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.