JOHO CAPITAL LLC Information

55 EAST 59TH STREET 15TH FLOOR, NEW YORK, New York, 10022, (212) 326-9577

Report Date: 03/31/2015

Position Statistics

Total Positions 11
New Positions 0
Increased Positions 3
Decreased Positions 5
Positions with Activity 8
Sold Out Positions 2
Total Mkt Value (in $ millions) 419

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.51%
Energy
Financial
Healthcare
Services 26.18%
Technology 47.66%
Transportation
Utilities

11 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL C 95,101 New 150,664
TAL ED GROUP ADS REPSTG COM 88,731 5,720 6.89 2,615,890
QUNAR CAYMAN IS LTD SPNS ADR CL B 63,694 New 1,508,617
BAIDU INC SPON ADR REP A 57,626 -34,817 (37.66) 340,700
HEXCEL CORP NEW COM 44,176 New 856,960
MEAD JOHNSON NUTRITION CO COM 39,811 1,109 2.86 452,500
YELP INC CL A 20,883 8,424 67.61 805,677
TARENA INTL INC ADR 6,028 -12,335 (67.17) 514,303
GOOGLE INC CL A 2,635 -54,507 (95.39) 3,964
21VIANET GROUP INC SPONSORED ADR -16,040 Sold Out 0
VEECO INSTRS INC DEL COM -17,991 Sold Out 0