Dark
Light
System
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 (2016Q1)
Portfolio Summary: 11 holdings with a total value of $398,135,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 GRUBHUB INC 3,815,704 95,889,000 24.08%
2 ALIBABA GROUP HLDG LTD 999,450 78,987,000 19.84%
3 COGNEX CORP 1,540,549 60,004,000 15.07%
4 HEXCEL CORP NEW COM 1,094,779 47,853,000 12.02%
5 MULTI COLOR CORP COM 636,090 33,935,000 8.52%
6 ALPHABET INC 36,456 27,158,000 6.82%
7 CAESARSTONE LTD 707,109 24,289,000 6.10%
8 TAL EDUCATION GROUP 422,053 20,968,000 5.27%
9 BAIDU INC 20,736 3,958,000 0.99%
10 ETSY INC 313,213 2,725,000 0.68%
11 AMAZON COM INC 3,990 2,369,000 0.60%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003348, filed 2016.05.16).

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.