JOHO CAPITAL LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 13
New Positions 1
Increased Positions 3
Decreased Positions 8
Positions with Activity 11
Sold Out Positions 0
Total Mkt Value (in $ millions) 571

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 8.21%
Energy
Financial
Healthcare
Services 21.55%
Technology 60.85%
Transportation
Utilities

13 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 159,272 -27,949 (14.93) 689,550
TAL ED GROUP ADS REPSTG COM 70,791 -2,236 (3.06) 2,493,530
GOOGLE INC CL C 59,732 14,277 31.41 112,964
MEAD JOHNSON NUTRITION CO COM 46,928 New 459,900
GOOGLE INC CL A 46,157 New 85,964
VIPSHOP HLDGS LTD SPONSORED ADR 42,234 -6,085 (12.59) 2,117,000
VEECO INSTRS INC DEL COM 37,831 -8,803 (18.88) 1,093,387
QUNAR CAYMAN IS LTD SPNS ADR CL B 29,296 29,296 New 1,011,591
HEXCEL CORP NEW COM 26,207 2,973 12.80 625,469
21VIANET GROUP INC SPONSORED ADR 18,516 -6,954 (27.3) 1,165,292
TARENA INTL INC ADR 16,420 -6,873 (29.51) 1,574,328
YELP INC CL A 10,106 -20,862 (67.37) 190,677
58 COM INC SPON ADR REP A 7,924 -30,293 (79.27) 190,747


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