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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 (2015Q1)
Portfolio Summary: 9 holdings with a total value of $437,603,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 TAL EDUCATION GROUP 2,615,890 86,900,000 19.86%
2 GOOGLE INC 150,664 82,564,000 18.87%
3 BAIDU INC 340,700 71,002,000 16.23%
4 QUNAR CAYMAN IS LTD SPNS ADR CL B 1,508,617 62,230,000 14.22%
5 MEAD JOHNSON NUTRITION CO 452,500 45,490,000 10.40%
6 HEXCEL CORP NEW COM 856,960 44,065,000 10.07%
7 YELP INC 805,677 38,149,000 8.72%
8 TARENA INTL INC 514,303 5,004,000 1.14%
9 ISHARES NASDAQ BIOTECHNOLOGY ETF 3,964 2,199,000 0.50%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001211, filed 2015.05.15).

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.