Joho Capital LLC — Q1 2014 13F Holdings

Name: Joho Capital LLC — 13F Holdings, Q1 2014
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001106500

Total reported value

$373.1M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BIDU	Baidu INC - Spon Adr	Stock-Comm Services	22.21%	—	-38.70%
2	GOOG	Alphabet A	Stock-Comm Services	14.97%	—	-62.54%
3	VECO	Veeco Instruments INC	Stock-Other	10.26%	—	-39.62%
4	TAL	Tal Education Group- Adr	Stock-Consumer Staples	9.36%	—	-4.43%
5	VIPS	Vipshop Holdings LTD - Adr	Stock-Consumer Disc	7.81%	—	-57.26%
6	VNET	Vnet Group Inc-adr	Stock-Other	7.72%	—	-27.32%
7	YELP	Yelp INC	Stock-Other	7.58%	—	-68.13%
8	WUBAUSD	58.com Inc-adr	Stock-Other	6.00%	—	-1.98%
9	✓		Stock-Other	5.99%	—	-74.24%
10	✓	Youku.com INC	Stock-Other	4.24%	—	-62.88%
11	HXL	Hexcel CORP	Stock-Industrials	3.86%	—	-59.69%

Position changes disclosed by Joho Capital LLC for the quarter ending Q1 2014, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TAL	Tal Education Group- Adr	+5.3%	-4.43%	Trim
2	VECO	Veeco Instruments INC	+4.6%	-39.62%	Trim
3	BIDU	Baidu INC - Spon Adr	+4.1%	-38.70%	Trim
4	VNET	Vnet Group Inc-adr	+4%	-27.32%	Trim
5	WUBAUSD	58.com Inc-adr	+3.6%	-1.98%	Trim
6	VIPS	Vipshop Holdings LTD - Adr	+3.4%	-57.26%	Trim
7	HXL	Hexcel CORP	-0.4%	-59.69%	Trim
8	✓	Youku.com INC	-1.1%	-62.88%	Trim
9	YELP	Yelp INC	-1.5%	-68.13%	Trim
10	GOOG	Alphabet A	-2.2%	-62.54%	Trim
11	✓		-4.1%	-74.24%	Trim
12	EL	Estee Lauder Companies-cl A	—	EXIT	Sold out
13	MU	Micron Technology INC	—	EXIT	Sold out
14	TRIP	Tripadvisor INC	—	EXIT	Sold out
15	SBUX	Starbucks CORP	—	EXIT	Sold out
16	✓	Mindray Medical Intl LTD	—	EXIT	Sold out
17	VAREUR	Varian Medical Systems INC	—	EXIT	Sold out
18	✓	Qunar Cayman Is LTD	—	EXIT	Sold out