JOHO CAPITAL LLC

Q3 2014 13F Holdings Report, Stock Holdings

Signature - Title
Timothy K. McManus - Chief Financial Officer (Joho Capital, L.L.C.)
Location
New York
Holdings as of
30 Sep 2014
Value $
$590,137,000
Num holdings
13
Filing time
14 Nov 2014, 15:15:28 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BIDU, TAL, GOOGXXXX, GOOGLXXXX, and MJN.
Previous filing
Q2 2014 - 14 Aug 2014
Next filing
Q4 2014 - 17 Feb 2015
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2014 Q3 compared to 2014 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Timothy K. McManus Chief Financial Officer (Joho Capital, L.L.C.) New York, New York 14 Nov 2014

All of the investments reported on this Form 13F are held in the name of either Joho Fund, Ltd., Joho Partners, L.P., Joho Asia Growth Fund, Ltd., Joho Asia Growth Partners, L.P., Hollyhock, or Joho Family Fund, L.L.C. Joho Capital, L.L.C. and its affiliates have full investment discretion and voting authority.