JOHO CAPITAL LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 13
New Positions 0
Increased Positions 4
Decreased Positions 8
Positions with Activity 12
Sold Out Positions 2
Total Mkt Value (in $ millions) 564

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 7.81%
Energy
Financial
Healthcare
Services 19.7%
Technology 56.78%
Transportation
Utilities

13 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 113,611 -29,725 (20.74) 546,550
TAL ED GROUP ADS REPSTG COM 87,857 -1,661 (1.86) 2,447,262
GOOGLE INC CL C 78,955 19,757 33.37 150,664
QUNAR CAYMAN IS LTD SPNS ADR CL B 69,411 22,868 49.13 1,508,617
GOOGLE INC CL A 45,796 New 85,964
MEAD JOHNSON NUTRITION CO COM 44,060 -2,003 (4.35) 439,900
HEXCEL CORP NEW COM 43,808 11,834 37.01 856,960
YELP INC CL A 23,217 14,007 152.09 480,677
VEECO INSTRS INC DEL COM 21,573 -12,213 (36.15) 698,156
TARENA INTL INC ADR 19,130 -92 (0.48) 1,566,778
21VIANET GROUP INC SPONSORED ADR 16,384 -7,470 (31.32) 800,375
58 COM INC SPON ADR REP A -13,448 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -61,181 Sold Out 0


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