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Fund Holdings of JOHO CAPITAL LLC Filed on 2012-02-13

Link to Original SEC 13F filings sorted on filing date: 2012-02-13 | 2011-11-14 | 2011-08-15 | 2011-05-16 | 2011-02-14 | 2010-11-15 | 2010-08-16 | 2010-05-17 | 2010-02-16 | 2009-11-16 | 2009-08-14 | 2009-05-15 | 2009-02-12 | 2008-11-12 | 2008-08-14 | 2008-05-15 |

1. Fund Information

Fund NameJOHO CAPITAL LLC
Fund Manager
Address55 EAST 59TH STREET 15TH FLOOR,
NEW YORK, NY, 10022
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Phone(212) 326-9577
13F Asset Last Qtr$469,701,000
13F Asset This Qtr$500,681,000
Asset Change6.60%

2. Comparison of Holdings by Sectors with Last Quarter

3. Top 20 Holdings (Value) of This Quarter

No.SecurityPut/CallStockSharesValue(x$1000)Activity(Shr)% Port.
1.)NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INCEDU4,311,390$103,689Cut -24.56%20.71%
2.)LAUDER (ESTEE) COS., INC. (THE)EL791,627$88,916Cut -16.37%17.76%
3.)GOOGLE INC.GOOG130,196$84,094Unchanged16.80%
4.)YAHOO! INC.YHOO3,490,117$56,296Unchanged11.24%
5.)KT CORP (KOREA)KT3,389,483$53,012Unchanged10.59%
6.)SINA CORPORATIONSINA686,950$35,721Added 161.10%7.13%
7.)TAL ED GROUP ADS REPSTG2,104,315$21,022Added 15.56%4.20%
8.)HEXCEL CORP.HXL821,035$19,877Unchanged3.97%
9.)VEECO INSTRUMENTS INC.VECO777,000$16,162New3.23%
10.)HOME INNS & HOTELS MANAGEMENT INC. - AMERICAN DEPOSITORY SHARESHMIN494,264$12,752Unchanged2.55%
11.)CHANGYOU.COM LIMITED - AMERICAN DEPOSITORY SHARECYOU252,116$5,811New1.16%
12.)21VIANET GROUP INC SPONSORED ADR363,775$3,329New0.66%

4. Top 20 (Value) Holdings BOUGHT NEW in This Quarter

No.SecurityPut/CallStockShares NEWValue(x$1000)% Port.
1.)VEECO INSTRUMENTS INC.VECO777,000$16,1623.23%
2.)CHANGYOU.COM LIMITED - AMERICAN DEPOSITORY SHARECYOU252,116$5,8111.16%
3.)21VIANET GROUP INC SPONSORED ADR363,775$3,3290.66%

5. Top 20 (Value) Holdings Totally SOLD OUT in This Quarter

No.SecurityPut/CallStockShares SOLDValue(x$1000)% Port. Last Qtr
1.)RENREN INC SPONSORED ADR3,543,768$18,0733.85%
2.)7 DAYS GROUP HLDGS LTD ADRSVN559,465$7,0831.51%