0001172661-19-001801.txt : 20190814 0001172661-19-001801.hdr.sgml : 20190814 20190814113511 ACCESSION NUMBER: 0001172661-19-001801 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: JOHO CAPITAL LLC CENTRAL INDEX KEY: 0001106500 IRS NUMBER: 133990924 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05521 FILM NUMBER: 191024237 BUSINESS ADDRESS: STREET 1: 55 EAST 59TH STREET 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-326-9577 MAIL ADDRESS: STREET 1: 55 EAST 59TH STREET 15TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001106500 XXXXXXXX 06-30-2019 06-30-2019 false JOHO CAPITAL LLC

55 East 59th Street 15th Floor New York NY 10022

13F HOLDINGS REPORT 028-05521 Y All of the investments reported on this Form 13F are held in the name of either Joho Fund, Ltd., Joho Partners, L.P., Serra Street Partners LP, Mujo Partners LP, Hollyhock, RAK Capital LLC or Joho Capital L.L.C. and its affiliates have full investment discretion and voting authority. Timothy K. McManus 212-326-9560 /s/ Timothy K. McManus New York NY 08-14-2019 0 12 653032 INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 124092 732321 SH SOLE 732321 0 0 COGNEX CORP COM 192422103 60701 1265121 SH SOLE 1265121 0 0 FARFETCH LTD ORD SH CL A 30744W107 108289 5206224 SH SOLE 5206224 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 164140 3917428 SH SOLE 3917428 0 0 FOUR SEASONS ED CAYMAN INC ADR 35101A101 3243 1801499 SH SOLE 1801499 0 0 GLOBAL PMTS INC COM 37940X102 33147 207000 SH SOLE 207000 0 0 HEXCEL CORP NEW COM 428291108 17636 218053 SH SOLE 218053 0 0 LAUDER ESTEE COS INC CL A 518439104 2264 12362 SH SOLE 12362 0 0 MICROSOFT CORP COM 594918104 104891 783000 SH SOLE 783000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 32168 220000 SH SOLE 220000 0 0 THE REALREAL INC COM 88339P101 578 20000 SH SOLE 20000 0 0 TJX COS INC NEW COM 872540109 1883 35614 SH SOLE 35614 0 0