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 |
