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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 (2016Q3)
Portfolio Summary: 11 holdings with a total value of $508,199,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 GRUBHUB INC 3,435,704 147,701,000 29.06%
2 ALIBABA GROUP HLDG LTD 1,211,987 128,216,000 25.23%
3 COGNEX CORP 1,690,138 89,341,000 17.58%
4 CAESARSTONE LTD 1,374,627 51,837,000 10.20%
5 MULTI COLOR CORP COM 458,367 30,252,000 5.95%
6 ETSY INC 2,104,162 30,047,000 5.91%
7 HEXCEL CORP NEW COM 386,283 17,112,000 3.37%
8 CHINA ONLINE ED GROUP 263,500 5,507,000 1.08%
9 BAIDU INC 20,736 3,775,000 0.74%
10 AMAZON COM INC 3,988 3,339,000 0.66%
11 AMERICAN EAGLE OUTFITTERS IN 60,000 1,072,000 0.21%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004241, filed 2016.11.14).

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.