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 |
