13F-HR 1 joho1q13.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: March 31, 2013 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 April 16, 2013 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. 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: $902,257 (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 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 21VIANET GROUP INC SPONSORED ADR 90138A103 16913 1799206 SH SOLE NONE 1799206 0 0 BAIDU INC SPON ADR REP A 056752108 123398 1407050 SH SOLE NONE 1407050 0 0 GOOGLE INC CL A 38259P508 228360 287596 SH SOLE NONE 287596 0 0 HEXCEL CORP NEW COM 428291108 39906 1375607 SH SOLE NONE 1375607 0 0 LAUDER ESTEE COS INC CL A 518439104 102387 1599054 SH SOLE NONE 1599054 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 136846 1766900 SH SOLE NONE 1766900 0 0 MICRON TECHNOLOGY INC COM 595112103 85196 8536697 SH SOLE NONE 8536697 0 0 PACTERA TECHNOLOGY INTL LTD SPONSORED ADR 695255109 1174 182916 SH SOLE NONE 182916 0 0 SINA CORP ORD G81477104 39281 808419 SH SOLE NONE 808419 0 0 SOUFUN HLDGS LTD ADR 836034108 8699 331881 SH SOLE NONE 331881 0 0 STARBUCKS CORP COM 855244109 23906 419700 SH SOLE NONE 419700 0 0 TAL ED GROUP ADS REPSTG COM 874080104 19295 2059215 SH SOLE NONE 2059215 0 0 VEECO INSTRS INC DEL COM 922417100 36067 940957 SH SOLE NONE 940957 0 0 YELP INC CL A 985817105 40829 1722008 SH SOLE NONE 1722008 0 0