Joho Capital as of June 30, 2011
Portfolio Holdings for Joho Capital
Joho Capital holds 14 positions in its portfolio as reported in the June 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| New Oriental Education & Tech | 24.9 | $160M | 1.4M | 111.72 | |
| Estee Lauder Companies (EL) | 17.4 | $112M | 1.1M | 105.19 | |
| Yahoo! | 14.1 | $90M | 6.0M | 15.04 | |
| KT Corporation (KT) | 10.3 | $66M | 3.4M | 19.44 | |
| Home Inns & Hotels Management | 6.0 | $39M | 1.0M | 38.04 | |
| 5.0 | $32M | 63k | 506.39 | ||
| Renren Inc- | 4.9 | $31M | 3.5M | 8.85 | |
| Sina Corporation | 4.1 | $27M | 254k | 104.10 | |
| TAL Education (TAL) | 3.1 | $20M | 1.8M | 10.85 | |
| 7 Days Group Holdings | 2.8 | $18M | 935k | 19.33 | |
| Hexcel Corporation (HXL) | 2.8 | $18M | 821k | 21.89 | |
| Jiayuan.com Internationa | 2.2 | $14M | 1.3M | 11.43 | |
| Mindray Medical International | 1.8 | $11M | 403k | 28.05 | |
| Rda Microelectronics | 0.7 | $4.3M | 477k | 8.99 |
