JOHO CAPITAL LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 19
New Positions 0
Increased Positions 0
Decreased Positions 19
Positions with Activity 19
Sold Out Positions 7
Total Mkt Value (in $ millions) 724

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 5.8%
Energy
Financial
Healthcare 0%
Services 26.7%
Technology 60.8%
Transportation
Utilities

19 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 199,936 -126,250 (38.71) 912,406
TAL ED GROUP ADS REPSTG COM 77,509 -3,592 (4.43) 2,602,707
VIPSHOP HLDGS LTD SPONSORED ADR 69,317 -92,854 (57.26) 327,200
VEECO INSTRS INC DEL COM 54,773 -35,937 (39.62) 1,531,251
GOOGLE INC CL A 50,054 -83,583 (62.54) 84,063
GOOGLE INC CL C 49,380 -82,457 (62.54) 84,063
58 COM INC SPON ADR REP A 48,590 -979 (1.98) 901,828
21VIANET GROUP INC SPONSORED ADR 46,659 -17,535 (27.32) 1,683,217
YELP INC CL A 46,594 -99,601 (68.13) 616,329
MEAD JOHNSON NUTRITION CO COM 42,013 -121,089 (74.24) 451,270
HEXCEL CORP NEW COM 20,999 -31,095 (59.69) 554,506
YOUKU TUDOU INC SPONSORED ADR 18,673 -31,635 (62.88) 947,383
LAUDER ESTEE COS INC CL A -77,497 Sold Out 0
MICRON TECHNOLOGY INC COM -76,826 Sold Out 0
MINDRAY MEDICAL INTL LTD SPON ADR -20,128 Sold Out 0
QUNAR CAYMAN IS LTD SPNS ADR CL B -723 Sold Out 0
STARBUCKS CORP COM -24,487 Sold Out 0
TRIPADVISOR INC COM -32,507 Sold Out 0
VARIAN MED SYS INC COM -25,342 Sold Out 0