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 |
