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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 (2015Q2)
Portfolio Summary: 13 holdings with a total value of $429,110,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 TAL EDUCATION GROUP 2,335,303 82,436,000 19.21%
2 MEAD JOHNSON NUTRITION CO 772,300 69,677,000 16.24%
3 GRUBHUB INC 1,902,600 64,822,000 15.11%
4 IKANG HEALTHCARE GROUP INC 2,822,655 54,590,000 12.72%
5 QUNAR CAYMAN IS LTD SPNS ADR CL B 1,253,617 53,717,000 12.52%
6 HEXCEL CORP NEW COM 856,960 42,625,000 9.93%
7 ALIBABA GROUP HLDG LTD 349,000 28,712,000 6.69%
8 GOOGLE INC 52,956 27,564,000 6.42%
9 AMAZON COM INC 5,540 2,405,000 0.56%
10 ISHARES NASDAQ BIOTECHNOLOGY ETF 2,607 1,408,000 0.33%
11 TABLEAU SOFTWARE INC CL A 4,250 490,000 0.11%
12 CISCO SYS INC 12,320 338,000 0.08%
13 BAIDU INC 1,640 326,000 0.08%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001644, filed 2015.08.14).

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.