JOHO CAPITAL LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 19
New Positions 2
Increased Positions 7
Decreased Positions 8
Positions with Activity 15
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,446

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 16.54%
Energy
Financial
Healthcare 1.73%
Services 21.75%
Technology 57.22%
Transportation
Utilities

19 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 231,425 -53,233 (18.7) 1,488,550
MEAD JOHNSON NUTRITION CO COM 144,024 31,240 27.70 1,751,900
GOOGLE INC CL A 123,147 -12,417 (9.16) 224,434
YELP INC CL A 121,946 -2,031 (1.64) 1,933,808
GOOGLE INC CL C 120,395 -12,140 (9.16) 224,434
VIPSHOP HLDGS LTD SPONSORED ADR 107,178 53,274 98.83 765,500
VEECO INSTRS INC DEL COM 101,133 63,608 169.51 2,535,933
LAUDER ESTEE COS INC CL A 73,876 -32,037 (30.25) 1,043,453
YOUKU TUDOU INC SPONSORED ADR 62,712 15,749 33.54 2,552,383
TAL ED GROUP ADS REPSTG COM 58,388 New 2,723,337
HEXCEL CORP NEW COM 58,339 New 1,375,607
21VIANET GROUP INC SPONSORED ADR 56,343 4,039 7.72 2,315,782
MICRON TECHNOLOGY INC COM 52,359 -54,693 (51.09) 2,361,697
58 COM INC SPON ADR REP A 39,118 39,118 New 920,000
TRIPADVISOR INC COM 27,073 New 325,000
VARIAN MED SYS INC COM 25,028 New 305,000
MINDRAY MEDICAL INTL LTD SPON ADR 21,672 -44,808 (67.4) 656,715
STARBUCKS CORP COM 21,380 -21,380 (50) 310,350
QUNAR CAYMAN IS LTD SPNS ADR CL B 734 734 New 25,000