$148 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 6 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TAL | New | TAL EDUCATION GROUPsponsored ads | $40,501,967 | – | 4,445,880 | +100.0% | 27.44% | – |
| SE | New | SEA LTDsponsord ads | $40,199,659 | – | 914,668 | +100.0% | 27.23% | – |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $28,455,068 | +2671.1% | 420,063 | +2570.5% | 19.28% | +833.1% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $28,031,324 | -15.6% | 1,806,142 | -19.3% | 18.99% | -71.6% |
| Sell | TDCX INCads | $9,342,971 | -27.5% | 1,580,875 | -3.0% | 6.33% | -75.6% | |
| Buy | BRIGHT SCHOLAR ED HLDGS LTDspon ads new | $1,082,142 | +2.6% | 940,993 | +0.8% | 0.73% | -65.4% | |
| ZLAB | Exit | ZAI LAB LTDadr | $0 | – | -25,256 | -100.0% | -1.41% | – |
| GOOS | Exit | CANADA GOOSE HLDGS INC | $0 | – | -46,097 | -100.0% | -1.65% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BAIDU INC | 35 | Q3 2022 | 13.8% |
| ALIBABA GROUP HLDG LTD | 33 | Q3 2022 | 20.5% |
| HDFC BANK LTD | 29 | Q1 2022 | 13.2% |
| ICICI BK LTD | 26 | Q4 2021 | 10.4% |
| PETROLEO BRASILEIRO SA PETRO | 26 | Q3 2022 | 2.2% |
| GRUPO TELEVISA S A B | 26 | Q3 2022 | 1.9% |
| TAIWAN SEMICONDUCTOR MFG LTF | 26 | Q3 2022 | 4.1% |
| ITAU UNIBANCO HLDG SA | 23 | Q4 2021 | 4.9% |
| BRIGHT SCHOLAR ED HLDGS LTD | 21 | Q2 2022 | 8.4% |
| FOMENTO ECONOMICO MEXICANO S | 21 | Q3 2022 | 3.3% |
View INDUS CAPITAL PARTNERS, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Bright Scholar Education Holdings Ltd | July 08, 2022 | 3,732,459 | 14.6% |
| JAMBA, INC.Sold out | September 18, 2018 | 0 | 0.0% |
| HERBALIFE LTD. | February 14, 2017 | 4,577,645 | 4.9% |
View INDUS CAPITAL PARTNERS, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| SC 13G/A | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
| 13F-HR | 2022-11-14 |
View INDUS CAPITAL PARTNERS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.