0001172661-11-000578.txt : 20110815 0001172661-11-000578.hdr.sgml : 20110815 20110815170451 ACCESSION NUMBER: 0001172661-11-000578 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110815 DATE AS OF CHANGE: 20110815 EFFECTIVENESS DATE: 20110815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JOHO CAPITAL LLC CENTRAL INDEX KEY: 0001106500 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05521 FILM NUMBER: 111037554 BUSINESS ADDRESS: STREET 1: 55 EAST 59TH STREET 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 joho2q11.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Joho Capital, L.L.C. Address: 55 East 59th Street 15th Floor New York, New York 10022 13F File Number: 028-05521 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Timothy K. McManus Title: Chief Financial Officer (Joho Capital, L.L.C.) Phone: (212) 326-9560 Signature, Place, and Date of Signing: /s/ Timothy K. McManus New York, New York August 15, 2011 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 14 Form 13F Information Table Value Total: $641,697 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE * All of the investments reported on this Form 13F are held in the name of either Joho Fund, Ltd., Joho Partners, L.P., Joho Asia Growth Fund, Ltd., Joho Asia Growth Partners, L.P., Hollyhock, or Joho Family Fund, L.L.C. Joho Capital, L.L.C. and its affiliates have full investment discretion and voting authority. FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 7 DAYS GROUP HLDGS LTD ADR 81783J101 18074 935034 SH SOLE NONE 935034 0 0 GOOGLE INC CL A 38259P508 31908 63011 SH SOLE NONE 63011 0 0 HEXCEL CORP NEW COM 428291108 17972 821035 SH SOLE NONE 821035 0 0 HOME INNS & HOTELS MGMT INC SPON ADR 43713W107 38507 1012264 SH SOLE NONE 1012264 0 0 JIAYUAN COM INTL LTD SPONSORED ADR 477374102 14446 1263865 SH SOLE NONE 1263865 0 0 KT CORP SPONSORED ADR 48268K101 65892 3389483 SH SOLE NONE 3389483 0 0 LAUDER ESTEE COS INC CL A 518439104 111673 1061627 SH SOLE NONE 1061627 0 0 MINDRAY MEDICAL INTL LTD SPON ADR 602675100 11314 403363 SH SOLE NONE 403363 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 159615 1428709 SH SOLE NONE 1428709 0 0 RDA MICROELECTRONICS INC SPONSORED ADR 749394102 4287 476883 SH SOLE NONE 476883 0 0 RENREN INC SPONSORED ADR 759892102 31362 3543768 SH SOLE NONE 3543768 0 0 SINA CORP ORD G81477104 26452 254100 SH SOLE NONE 254100 0 0 TAL ED GROUP ADS REPSTG COM 874080104 19758 1820993 SH SOLE NONE 1820993 0 0 YAHOO INC COM 984332106 90437 6013117 SH SOLE NONE 6013117 0 0