Emerging Sovereign as of March 31, 2011
Portfolio Holdings for Emerging Sovereign
Emerging Sovereign holds 14 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Yahoo! | 20.0 | $43M | 2.6M | 16.68 | |
| 10.5 | $23M | 39k | 586.76 | ||
| Baidu (BIDU) | 10.1 | $22M | 159k | 137.81 | |
| New Oriental Education & Tech | 9.2 | $20M | 200k | 100.07 | |
| priceline.com Incorporated | 8.9 | $19M | 38k | 506.43 | |
| MasterCard Incorporated (MA) | 8.3 | $18M | 72k | 251.72 | |
| Sina Corporation | 7.1 | $15M | 143k | 107.04 | |
| Discovery Communications | 5.8 | $13M | 359k | 35.21 | |
| Changyou | 4.9 | $11M | 331k | 32.13 | |
| Cognizant Technology Solutions (CTSH) | 4.3 | $9.3M | 114k | 81.40 | |
| CTC Media | 3.7 | $8.0M | 340k | 23.57 | |
| VanceInfo Technologies | 3.0 | $6.6M | 211k | 31.41 | |
| HiSoft Technology International (HSFT) | 2.7 | $5.9M | 316k | 18.73 | |
| iSoftStone Holdings | 1.2 | $2.7M | 145k | 18.51 |
