Joho Capital as of Dec. 31, 2011
Portfolio Holdings for Joho Capital
Joho Capital holds 12 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 20.7 | $104M | 4.3M | 24.05 | |
| Estee Lauder Companies (EL) | 17.8 | $89M | 792k | 112.32 | |
| 16.8 | $84M | 130k | 645.90 | ||
| Yahoo! | 11.2 | $56M | 3.5M | 16.13 | |
| KT Corporation (KT) | 10.6 | $53M | 3.4M | 15.64 | |
| Sina Corporation | 7.1 | $36M | 687k | 52.00 | |
| TAL Education (TAL) | 4.2 | $21M | 2.1M | 9.99 | |
| Hexcel Corporation (HXL) | 4.0 | $20M | 821k | 24.21 | |
| Veeco Instruments (VECO) | 3.2 | $16M | 777k | 20.80 | |
| Home Inns & Hotels Management | 2.5 | $13M | 494k | 25.80 | |
| Changyou | 1.2 | $5.8M | 252k | 23.05 | |
| 21vianet Group (VNET) | 0.7 | $3.3M | 364k | 9.15 |
