JOHO CAPITAL LLC

Q1 2020 13F Holdings Report, Stock Holdings

Signature - Title
Timothy K. McManus - Chief Operating Officer (Joho Capital, L.L.C.)
Location
New York
Holdings as of
31 Mar 2020
Value $
$385,890,000
Num holdings
10
Filing time
14 May 2020, 16:45:17 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BABA, MSFT, FND, GPN, and LTHM.
Previous filing
Q4 2019 - 13 Feb 2020
Next filing
Q2 2020 - 14 Aug 2020
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q1 compared to 2019 Q4 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 Operating Officer (Joho Capital, L.L.C.) New York, New York 14 May 2020

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.