$682 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 38 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUNEQ | Sell | SUNEDISON INC | $239,256,000 | +5.6% | 10,586,535 | -12.0% | 35.08% | +87.5% |
| SFUN | New | SOUFUN HLDGS LTDadr | $40,630,000 | – | 4,150,200 | +100.0% | 5.96% | – |
| HDB | Sell | HDFC BANK LTD | $37,456,000 | -49.1% | 800,000 | -55.4% | 5.49% | -9.7% |
| GLOG | New | GASLOG LTD | $22,546,000 | – | 707,000 | +100.0% | 3.31% | – |
| JD | New | JD COM INCspon adr cl a | $22,028,000 | – | 772,633 | +100.0% | 3.23% | – |
| TRQ | Buy | TURQUOISE HILL RES LTD | $20,541,000 | +21.9% | 6,149,987 | +21.5% | 3.01% | +116.5% |
| NS | Buy | NUSTAR ENERGY LPcall | $20,153,000 | +149.2% | 325,000 | +116.7% | 2.96% | +342.4% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $19,572,000 | -92.3% | 100,000 | -92.6% | 2.87% | -86.3% |
| S | Sell | SPRINT CORP | $19,031,000 | -11.5% | 2,231,021 | -4.7% | 2.79% | +57.1% |
| VNET | New | 21VIANET GROUP INCsponsored adr | $18,321,000 | – | 611,313 | +100.0% | 2.69% | – |
| MMYT | Sell | MAKEMYTRIP LIMITED MAURITIUS | $17,917,000 | -17.3% | 510,032 | -36.2% | 2.63% | +46.9% |
| RMD | New | RESMED INC | $17,721,000 | – | 350,000 | +100.0% | 2.60% | – |
| HOLI | New | HOLLYSYS AUTOMATION TECHNOLO | $17,143,000 | – | 700,000 | +100.0% | 2.51% | – |
| PTRY | New | PANTRY INC | $16,858,000 | – | 1,040,591 | +100.0% | 2.47% | – |
| NS | Sell | NUSTAR ENERGY LP | $16,830,000 | -52.0% | 271,400 | -58.2% | 2.47% | -14.7% |
| MLCO | New | MELCO CROWN ENTMT LTDcall | $14,988,000 | – | 420,000 | +100.0% | 2.20% | – |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $10,651,000 | +30.6% | 728,000 | +13.3% | 1.56% | +132.1% |
| BSMX | GRUPO FINANCIERO SANTANDER M | $8,743,000 | +8.0% | 658,382 | 0.0% | 1.28% | +91.9% | |
| SINA | Sell | SINA CORPord | $8,730,000 | -56.4% | 175,411 | -47.1% | 1.28% | -22.6% |
| CIG | New | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $8,451,000 | – | 1,142,004 | +100.0% | 1.24% | – |
| AMX | New | AMERICA MOVIL SAB DE CV | $8,427,000 | – | 406,100 | +100.0% | 1.24% | – |
| ARCO | ARCOS DORADOS HOLDINGS INC | $7,964,000 | +11.1% | 711,103 | 0.0% | 1.17% | +97.3% | |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $7,913,000 | +20.0% | 84,500 | +19.5% | 1.16% | +113.2% |
| CX | Buy | CEMEX SAB DE CVspon adr new | $7,875,000 | +22.3% | 595,271 | +16.7% | 1.16% | +117.1% |
| BIDU | New | BAIDU INCspon adr rep a | $7,865,000 | – | 42,100 | +100.0% | 1.15% | – |
| CZZ | New | COSAN LTD | $7,197,000 | – | 530,754 | +100.0% | 1.06% | – |
| CBD | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $7,178,000 | +6.4% | 154,934 | 0.0% | 1.05% | +88.9% | |
| ITUB | Sell | ITAU UNIBANCO HLDG SAspon adr rep pfd | $6,983,000 | -27.0% | 485,574 | -24.6% | 1.02% | +29.6% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $6,363,000 | – | 130,100 | +100.0% | 0.93% | – |
| PKX | Sell | POSCOsponsored adr | $6,149,000 | -28.0% | 82,600 | -32.8% | 0.90% | +27.9% |
| TV | Sell | GRUPO TELEVISA SAspon adr rep ord | $5,884,000 | -38.6% | 171,502 | -40.4% | 0.86% | +9.1% |
| PTRY | New | PANTRY INCcall | $2,430,000 | – | 150,000 | +100.0% | 0.36% | – |
| XLE | New | SELECT SECTOR SPDR TRcall | $1,001,000 | – | 10,000 | +100.0% | 0.15% | – |
| EJ | Sell | E HOUSE CHINA HLDGS LTDadr | $488,000 | -82.5% | 56,430 | -76.0% | 0.07% | -68.7% |
| U104PS | New | PERFECT WORLD CO LTDspon adr rep b | $234,000 | – | 11,900 | +100.0% | 0.03% | – |
| LFC | New | CHINA LIFE INS CO LTDspon adr rep h | $200,000 | – | 5,100 | +100.0% | 0.03% | – |
| GFA | New | GAFISA S Aspons adr | $185,000 | – | 60,500 | +100.0% | 0.03% | – |
| SCTY | New | SOLARCITY CORP | $141,000 | – | 2,000 | +100.0% | 0.02% | – |
| TEO | Exit | TELECOM ARGENTINA S Acall | $0 | – | -11,500 | -100.0% | -0.02% | – |
| LFC | Exit | CHINA LIFE INS CO LTDcall | $0 | – | -10,000 | -100.0% | -0.04% | – |
| FXI | Exit | ISHAREScall | $0 | – | -15,000 | -100.0% | -0.04% | – |
| EWZ | Exit | ISHAREScall | $0 | – | -10,000 | -100.0% | -0.05% | – |
| VECO | Exit | VEECO INSTRS INC DEL | $0 | – | -50,432 | -100.0% | -0.18% | – |
| SDOCQ | Exit | SANDRIDGE ENERGY INCput | $0 | – | -460,000 | -100.0% | -0.23% | – |
| EWZ | Exit | ISHARESput | $0 | – | -100,000 | -100.0% | -0.37% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $0 | – | -242,400 | -100.0% | -0.40% | – |
| TLK | Exit | P T TELEKOMUNIKASI INDONESIAsponsored adr | $0 | – | -166,495 | -100.0% | -0.52% | – |
| GOLD | Exit | BARRICK GOLD CORPcall | $0 | – | -500,000 | -100.0% | -0.74% | – |
| ESGC | Exit | EROS INTL PLC | $0 | – | -683,424 | -100.0% | -0.91% | – |
| IBN | Exit | ICICI BK LTDadr | $0 | – | -364,000 | -100.0% | -1.32% | – |
| EEM | Exit | ISHAREScall | $0 | – | -500,000 | -100.0% | -1.69% | – |
| SKM | Exit | SK TELECOM LTDsponsored adr | $0 | – | -973,545 | -100.0% | -1.81% | – |
| NUS | Exit | NU SKIN ENTERPRISES INCcl a | $0 | – | -299,012 | -100.0% | -2.04% | – |
| INTC | Exit | INTEL CORP | $0 | – | -1,195,930 | -100.0% | -2.53% | – |
| ROC | Exit | ROCKWOOD HLDGS INC | $0 | – | -422,700 | -100.0% | -2.60% | – |
| ROC | Exit | ROCKWOOD HLDGS INCcall | $0 | – | -1,020,000 | -100.0% | -6.26% | – |
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -1,590,000 | -100.0% | -16.22% | – |
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 2014-08-13
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.