Joho Capital as of March 31, 2012
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 25.2 | $119M | 4.3M | 27.46 | |
| 23.1 | $109M | 170k | 641.24 | ||
| Estee Lauder Companies (EL) | 21.0 | $99M | 1.6M | 61.94 | |
| Yahoo! | 7.6 | $36M | 2.4M | 15.22 | |
| 21vianet Group (VNET) | 5.1 | $24M | 2.1M | 11.35 | |
| TAL Education (TAL) | 5.0 | $23M | 2.1M | 11.13 | |
| Sina Corporation | 3.8 | $18M | 277k | 65.00 | |
| Veeco Instruments (VECO) | 3.8 | $18M | 627k | 28.60 | |
| Home Inns & Hotels Management | 2.7 | $13M | 494k | 25.51 | |
| Changyou | 1.4 | $6.8M | 252k | 27.15 | |
| Zynga | 1.4 | $6.4M | 488k | 13.15 |
