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 |
