Joho Capital as of Sept. 30, 2012
Portfolio Holdings for Joho Capital
Joho Capital holds 11 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| 31.5 | $198M | 262k | 754.50 | ||
| Estee Lauder Companies (EL) | 15.7 | $99M | 1.6M | 61.57 | |
| Mead Johnson Nutrition | 11.3 | $71M | 967k | 73.28 | |
| New Oriental Education & Tech | 8.5 | $54M | 3.2M | 16.67 | |
| Sina Corporation | 7.0 | $44M | 684k | 64.68 | |
| Baidu (BIDU) | 6.3 | $40M | 338k | 116.82 | |
| Yum! Brands (YUM) | 6.0 | $37M | 565k | 66.34 | |
| Veeco Instruments (VECO) | 4.5 | $28M | 941k | 30.02 | |
| 21vianet Group (VNET) | 4.0 | $25M | 2.1M | 11.56 | |
| TAL Education (TAL) | 2.7 | $17M | 2.1M | 8.30 | |
| Facebook Inc cl a (META) | 2.5 | $16M | 715k | 21.65 |
