JOHO CAPITAL LLC

Q2 2019 13F Holdings Report, Stock Holdings

Signature - Title
Timothy K. McManus - Chief Operating Officer (Joho Capital, L.L.C.)
Location
New York
Holdings as of
30 Jun 2019
Value $
$653M
Num holdings
12
Filing time
14 Aug 2019, 11:35:11 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included FND, BABA, FTCH, MSFT, and CGNX.
Previous filing
Q1 2019 - 15 May 2019
Next filing
Q3 2019 - 14 Nov 2019
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2019 Q2 compared to 2019 Q1 by default.
* 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 Operating Officer (Joho Capital, L.L.C.) New York, New York 14 Aug 2019

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