Joho Capital

Joho Capital as of Dec. 31, 2010

Portfolio Holdings for Joho Capital

Joho Capital holds 13 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
New Oriental Education & Tech 27.3 $168M 1.6M 105.23
Estee Lauder Companies (EL) 17.6 $108M 1.3M 80.70
Yahoo! 17.3 $106M 6.4M 16.63
KT Corporation (KT) 11.4 $71M 3.4M 20.80
Mindray Medical International 6.7 $41M 1.6M 26.40
Google 5.7 $35M 59k 593.97
Home Inns & Hotels Management 4.0 $25M 598k 40.96
7 Days Group Holdings 3.2 $20M 935k 21.30
Rda Microelectronics 2.3 $14M 991k 14.58
TAL Education (TAL) 2.1 $13M 794k 16.10
China Kanghui Holdings 1.4 $8.6M 465k 18.51
NVIDIA Corporation (NVDA) 0.6 $3.9M 253k 15.40
Baidu (BIDU) 0.4 $2.4M 25k 96.55