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 |
