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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 (2014Q2)
Portfolio Summary: 12 holdings with a total value of $654,992,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BAIDU INC 810,550 151,419,000 23.12%
2 TAL EDUCATION GROUP 2,572,304 70,738,000 10.80%
3 ISHARES NASDAQ BIOTECHNOLOGY ETF 85,964 50,261,000 7.67%
4 VEECO INSTRS INC DEL COM 1,347,800 50,219,000 7.67%
5 58 COM INC 920,000 49,735,000 7.59%
6 GOOGLE INC 85,964 49,453,000 7.55%
7 21VIANET GROUP INC 1,602,934 48,040,000 7.33%
8 VIPSHOP HLDGS LTD 242,200 45,471,000 6.94%
9 YELP INC 584,308 44,805,000 6.84%
10 MEAD JOHNSON NUTRITION CO 459,900 42,849,000 6.54%
11 TARENA INTL INC 2,233,297 29,323,000 4.48%
12 HEXCEL CORP NEW COM 554,506 22,679,000 3.46%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001413, filed 2014.08.14).

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.