JOHO CAPITAL LLC Diversified Active

CIK: 0001106500 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value ($000): $1,166,797 (100.0% shares, 0.0% debt)

Holdings (16)

— GOOGLE INC 21.7%

Value ($000) $253,427 Shares 287,864 Est. Cost $880.37 Unrealized —

BIDU BAIDU INC 18.6%

Value ($000) $216,601 Shares 2,291,350 Est. Cost $94.53 Unrealized —

— MEAD JOHNSON NUTRITION CO 12.0%

Value ($000) $139,991 Shares 1,766,900 Est. Cost $79.23 Unrealized —

EL LAUDER ESTEE COS INC 9.0%

Value ($000) $105,170 Shares 1,599,054 Est. Cost $58.22 Unrealized 0.0%

— MINDRAY MEDICAL INTL LTD 7.2%

Value ($000) $84,183 Shares 2,247,881 Est. Cost $37.45 Unrealized —

MU MICRON TECHNOLOGY INC 6.6%

Value ($000) $77,191 Shares 5,386,697 Est. Cost $10.81 Unrealized 0.0%

YELP YELP INC 5.7%

Value ($000) $66,898 Shares 1,924,008 Est. Cost $28.69 Unrealized 0.0%

HXL HEXCEL CORP NEW 4.0%

Value ($000) $46,839 Shares 1,375,607 Est. Cost $32.19 Unrealized 0.0%

SBUX STARBUCKS CORP 3.9%

Value ($000) $46,085 Shares 703,700 Est. Cost $24.37 Unrealized 0.0%

VECO VEECO INSTRS INC DEL 2.9%

Value ($000) $33,329 Shares 940,957 Est. Cost $37.63 Unrealized 0.0%

TAL TAL ED GROUP 2.4%

Value ($000) $28,541 Shares 2,723,337 Est. Cost $10.48 Unrealized —

VNET 21VIANET GROUP INC 2.1%

Value ($000) $24,357 Shares 2,149,782 Est. Cost $11.33 Unrealized —

TRIP TRIPADVISOR INC 1.7%

Value ($000) $19,783 Shares 325,000 Est. Cost $50.93 Unrealized 0.0%

— YOUKU TUDOU INC 1.7%

Value ($000) $19,408 Shares 1,011,383 Est. Cost $19.19 Unrealized —

— SOUFUN HLDGS LTD 0.3%

Value ($000) $3,759 Shares 151,459 Est. Cost $24.82 Unrealized —

— PACTERA TECHNOLOGY INTL LTD 0.1%

Value ($000) $1,235 Shares 182,916 Est. Cost $6.75 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	GOOGLE INC	287,864	$253,427	21.7%	$880.37	—	CL A	38259P508
BIDU	BAIDU INC	2,291,350	$216,601	18.6%	$94.53	—	SPON ADR REP A	056752108
—	MEAD JOHNSON NUTRITION CO	1,766,900	$139,991	12.0%	$79.23	—	COM	582839106
EL	LAUDER ESTEE COS INC	1,599,054	$105,170	9.0%	$58.22	0.0%	CL A	518439104
—	MINDRAY MEDICAL INTL LTD	2,247,881	$84,183	7.2%	$37.45	—	SPON ADR	602675100
MU	MICRON TECHNOLOGY INC	5,386,697	$77,191	6.6%	$10.81	0.0%	COM	595112103
YELP	YELP INC	1,924,008	$66,898	5.7%	$28.69	0.0%	CL A	985817105
HXL	HEXCEL CORP NEW	1,375,607	$46,839	4.0%	$32.19	0.0%	COM	428291108
SBUX	STARBUCKS CORP	703,700	$46,085	3.9%	$24.37	0.0%	COM	855244109
VECO	VEECO INSTRS INC DEL	940,957	$33,329	2.9%	$37.63	0.0%	COM	922417100
TAL	TAL ED GROUP	2,723,337	$28,541	2.4%	$10.48	—	ADS REPSTG COM	874080104
VNET	21VIANET GROUP INC	2,149,782	$24,357	2.1%	$11.33	—	SPONSORED ADR	90138A103
TRIP	TRIPADVISOR INC	325,000	$19,783	1.7%	$50.93	0.0%	COM	896945201
—	YOUKU TUDOU INC	1,011,383	$19,408	1.7%	$19.19	—	SPONSORED ADR	98742U100
—	SOUFUN HLDGS LTD	151,459	$3,759	0.3%	$24.82	—	ADR	836034108
—	PACTERA TECHNOLOGY INTL LTD	182,916	$1,235	0.1%	$6.75	—	SPONSORED ADR	695255109