Emerging Sovereign Group

Emerging Sovereign as of Sept. 30, 2011

Portfolio Holdings for Emerging Sovereign

Emerging Sovereign holds 10 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MasterCard Incorporated (MA) 13.7 $20M 62k 317.01
Cognizant Technology Solutions (CTSH) 13.1 $19M 300k 62.70
New Oriental Education & Tech 12.8 $18M 795k 22.97
HiSoft Technology International (HSFT) 12.1 $17M 2.0M 8.79
Yahoo! 10.3 $15M 1.1M 13.17
Google 10.2 $15M 28k 515.05
priceline.com Incorporated 8.4 $12M 27k 449.45
Baidu (BIDU) 7.9 $11M 106k 106.91
Sina Corporation 7.0 $10M 141k 71.61
VanceInfo Technologies 4.4 $6.3M 937k 6.73