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 |
