Joho Capital as of Sept. 30, 2011
Portfolio Holdings for Joho Capital
Joho Capital holds 11 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 |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 27.9 | $131M | 5.7M | 22.97 | |
| Estee Lauder Companies (EL) | 17.7 | $83M | 947k | 87.84 | |
| 14.3 | $67M | 130k | 514.38 | ||
| KT Corporation (KT) | 10.7 | $50M | 3.4M | 14.78 | |
| Yahoo! | 9.8 | $46M | 3.5M | 13.16 | |
| Sina Corporation | 4.0 | $19M | 263k | 71.61 | |
| Hexcel Corporation (HXL) | 3.9 | $18M | 821k | 22.16 | |
| Renren Inc- | 3.9 | $18M | 3.5M | 5.10 | |
| TAL Education (TAL) | 3.7 | $17M | 1.8M | 9.53 | |
| Home Inns & Hotels Management | 2.7 | $13M | 494k | 25.77 | |
| 7 Days Group Holdings | 1.5 | $7.1M | 560k | 12.66 |
