Emerging Sovereign as of June 30, 2011
Portfolio Holdings for Emerging Sovereign
Emerging Sovereign holds 13 positions in its portfolio as reported in the June 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 14.4 | $32M | 107k | 301.34 | |
| New Oriental Education & Tech | 10.8 | $24M | 216k | 111.72 | |
| Baidu (BIDU) | 9.9 | $22M | 158k | 140.13 | |
| HiSoft Technology International (HSFT) | 8.8 | $20M | 1.3M | 14.65 | |
| VanceInfo Technologies | 8.3 | $19M | 802k | 23.11 | |
| Yahoo! | 7.8 | $18M | 1.2M | 15.04 | |
| 7.5 | $17M | 33k | 506.38 | ||
| Discovery Communications | 6.8 | $15M | 413k | 36.55 | |
| Sina Corporation | 6.3 | $14M | 135k | 104.10 | |
| Changyou | 5.6 | $13M | 283k | 44.03 | |
| priceline.com Incorporated | 4.7 | $11M | 21k | 511.94 | |
| Cognizant Technology Solutions (CTSH) | 4.6 | $10M | 141k | 73.34 | |
| Sohu | 4.5 | $10M | 139k | 72.27 |
