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 |
