$508 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 33 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 73.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUNEQ | Sell | SUNEDISON INC | $134,209,000 | -7.4% | 5,592,053 | -24.7% | 26.43% | +38.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $64,077,000 | -44.5% | 769,780 | -30.7% | 12.62% | -17.2% |
| HLF | Buy | HERBALIFE LTD | $27,142,000 | +247.0% | 634,759 | +205.9% | 5.34% | +417.4% |
| ITUB | Buy | ITAU UNIBANCO HLDG SAspon adr rep pfd | $25,031,000 | +3.9% | 2,263,221 | +22.1% | 4.93% | +55.0% |
| HDB | Sell | HDFC BANK LTD | $22,642,000 | -7.1% | 384,487 | -20.0% | 4.46% | +38.5% |
| HLF | New | HERBALIFE LTDcall | $20,311,000 | – | 475,000 | +100.0% | 4.00% | – |
| FMX | Sell | FOMENTO ECONOMICO MEXICANO Sspon adr units | $16,779,000 | -2.1% | 179,451 | -7.9% | 3.30% | +46.0% |
| CZZ | Buy | COSAN LTD | $16,721,000 | -0.2% | 2,641,472 | +22.2% | 3.29% | +48.9% |
| KEP | New | KOREA ELECTRIC PWRsponsored adr | $15,622,000 | – | 762,068 | +100.0% | 3.08% | – |
| BSMX | Buy | GRUPO FINANCIERO SANTANDER M | $14,699,000 | +35.0% | 1,346,092 | +28.0% | 2.90% | +101.3% |
| SEMI | New | SUNEDISON SEMICONDUCTOR LTD | $14,374,000 | – | 556,681 | +100.0% | 2.83% | – |
| SPY | New | SPDR S&P 500 ETF TRput | $13,624,000 | – | 66,000 | +100.0% | 2.68% | – |
| ATTO | Sell | ATENTO S A | $12,662,000 | -16.8% | 1,064,916 | -26.9% | 2.49% | +24.1% |
| IWM | New | ISHARES TRput | $12,437,000 | – | 100,000 | +100.0% | 2.45% | – |
| BABA | New | ALIBABA GROUP HLDG LTDput | $10,821,000 | – | 130,000 | +100.0% | 2.13% | – |
| SINA | Buy | SINA CORPord | $10,462,000 | -12.4% | 325,306 | +1.9% | 2.06% | +30.7% |
| JMBA | New | JAMBA INC | $9,942,000 | – | 675,858 | +100.0% | 1.96% | – |
| NUS | New | NU SKIN ENTERPRISES INCcl a | $8,583,000 | – | 142,545 | +100.0% | 1.69% | – |
| BIDU | Sell | BAIDU INCspon adr rep a | $8,346,000 | -76.4% | 40,048 | -74.2% | 1.64% | -64.8% |
| AMX | New | AMERICA MOVIL SAB DE CV | $7,795,000 | – | 381,001 | +100.0% | 1.54% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $7,549,000 | +0.2% | 321,500 | -4.5% | 1.49% | +49.4% |
| JD | Sell | JD COM INCspon adr cl a | $5,876,000 | -53.8% | 200,000 | -63.6% | 1.16% | -31.1% |
| MMYT | Buy | MAKEMYTRIP LIMITED MAURITIUS | $5,490,000 | -1.3% | 250,000 | +16.8% | 1.08% | +47.3% |
| VALE | New | VALE S Aadr | $5,177,000 | – | 916,300 | +100.0% | 1.02% | – |
| IPGP | Sell | IPG PHOTONICS CORP | $4,635,000 | -96.9% | 50,000 | -75.0% | 0.91% | -95.4% |
| TAL | Sell | TAL ED GROUP | $4,405,000 | +15.0% | 132,600 | -2.8% | 0.87% | +71.5% |
| SFUN | Sell | SOUFUN HLDGS LTDadr | $3,368,000 | -90.2% | 561,388 | -87.9% | 0.66% | -85.4% |
| MX | Buy | MAGNACHIP SEMICONDUCTOR CORP | $3,054,000 | +43.8% | 558,288 | +241.5% | 0.60% | +114.6% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $839,000 | +271.2% | 13,453 | +212.9% | 0.16% | +450.0% |
| LFC | Sell | CHINA LIFE INS CO LTDspon adr rep h | $390,000 | -83.3% | 5,900 | -85.1% | 0.08% | -75.0% |
| CNVAF | Buy | CNOVA N V | $258,000 | +46.6% | 40,974 | +84.0% | 0.05% | +121.7% |
| SNP | New | CHINA PETE & CHEM CORP | $239,000 | – | 3,000 | +100.0% | 0.05% | – |
| LEJU | New | LEJU HLDGS LTDsponsored ads | $200,000 | – | 25,100 | +100.0% | 0.04% | – |
| XNET | Exit | XUNLEI LTDsponsored adr | $0 | – | -23,000 | -100.0% | -0.02% | – |
| RSX | Exit | MARKET VECTORS ETF TRcall | $0 | – | -12,500 | -100.0% | -0.02% | – |
| PTRY | Exit | PANTRY INCcall | $0 | – | -100,000 | -100.0% | -0.49% | – |
| CEO | Exit | CNOOC LTDsponsored adr | $0 | – | -50,000 | -100.0% | -0.89% | – |
| HOLI | Exit | HOLLYSYS AUTOMATION TECHNOLO | $0 | – | -300,000 | -100.0% | -0.97% | – |
| PKX | Exit | POSCOsponsored adr | $0 | – | -132,964 | -100.0% | -1.12% | – |
| NS | Exit | NUSTAR ENERGY LPcall | $0 | – | -150,000 | -100.0% | -1.14% | – |
| PPS | Exit | POST PPTYS INC | $0 | – | -190,000 | -100.0% | -1.47% | – |
| BIDU | Exit | BAIDU INCput | $0 | – | -50,000 | -100.0% | -1.50% | – |
| CX | Exit | CEMEX SAB DE CVspon adr new | $0 | – | -1,304,463 | -100.0% | -1.76% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -1,873,638 | -100.0% | -1.80% | – |
| VIV | Exit | TELEFONICA BRASIL SAsponsored adr | $0 | – | -821,723 | -100.0% | -1.90% | – |
| PTRY | Exit | PANTRY INC | $0 | – | -418,500 | -100.0% | -2.05% | – |
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 2015-05-14
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.