Joho Capital

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
Google 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