Joho Capital as of Dec. 31, 2010
Portfolio Holdings for Joho Capital
Joho Capital holds 13 positions in its portfolio as reported in the December 2010 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 27.3 | $168M | 1.6M | 105.23 | |
| Estee Lauder Companies (EL) | 17.6 | $108M | 1.3M | 80.70 | |
| Yahoo! | 17.3 | $106M | 6.4M | 16.63 | |
| KT Corporation (KT) | 11.4 | $71M | 3.4M | 20.80 | |
| Mindray Medical International | 6.7 | $41M | 1.6M | 26.40 | |
| 5.7 | $35M | 59k | 593.97 | ||
| Home Inns & Hotels Management | 4.0 | $25M | 598k | 40.96 | |
| 7 Days Group Holdings | 3.2 | $20M | 935k | 21.30 | |
| Rda Microelectronics | 2.3 | $14M | 991k | 14.58 | |
| TAL Education (TAL) | 2.1 | $13M | 794k | 16.10 | |
| China Kanghui Holdings | 1.4 | $8.6M | 465k | 18.51 | |
| NVIDIA Corporation (NVDA) | 0.6 | $3.9M | 253k | 15.40 | |
| Baidu (BIDU) | 0.4 | $2.4M | 25k | 96.55 |
