Joho Capital as of March 31, 2011
Portfolio Holdings for Joho Capital
Joho Capital holds 13 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 24.7 | $143M | 1.4M | 100.07 | |
| Estee Lauder Companies (EL) | 19.4 | $112M | 1.2M | 96.36 | |
| Yahoo! | 17.3 | $100M | 6.0M | 16.65 | |
| KT Corporation (KT) | 11.4 | $66M | 3.4M | 19.53 | |
| Home Inns & Hotels Management | 6.9 | $40M | 1.0M | 39.57 | |
| 5.9 | $34M | 59k | 586.22 | ||
| Mindray Medical International | 3.5 | $20M | 810k | 25.20 | |
| TAL Education (TAL) | 3.4 | $20M | 1.8M | 10.93 | |
| 7 Days Group Holdings | 3.3 | $19M | 935k | 20.28 | |
| Rda Microelectronics | 2.7 | $16M | 1.1M | 14.32 | |
| NVIDIA Corporation (NVDA) | 0.7 | $3.9M | 209k | 18.46 | |
| Baidu (BIDU) | 0.6 | $3.4M | 25k | 137.83 | |
| China Kanghui Holdings | 0.2 | $1.4M | 78k | 17.50 |
