$946 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 42 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRput | $106,219,000 | +679.6% | 516,000 | +681.8% | 11.23% | +318.6% |
| HLF | Buy | HERBALIFE LTD | $101,033,000 | +272.2% | 1,833,963 | +188.9% | 10.68% | +99.9% |
| QQQ | New | POWERSHARES QQQ TRUSTput | $92,080,000 | – | 860,000 | +100.0% | 9.74% | – |
| HLF | Buy | HERBALIFE LTDcall | $88,419,000 | +335.3% | 1,605,000 | +237.9% | 9.35% | +133.7% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $83,011,000 | +29.5% | 1,009,003 | +31.1% | 8.78% | -30.5% |
| SEMI | Buy | SUNEDISON SEMICONDUCTOR LTD | $39,455,000 | +174.5% | 2,284,616 | +310.4% | 4.17% | +47.4% |
| ITUB | Buy | ITAU UNIBANCO HLDG SAspon adr rep pfd | $25,265,000 | +0.9% | 2,307,321 | +1.9% | 2.67% | -45.8% |
| JMBA | Buy | JAMBA INC | $20,145,000 | +102.6% | 1,300,500 | +92.4% | 2.13% | +8.8% |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $18,722,000 | +11.6% | 210,151 | +17.1% | 1.98% | -40.1% |
| NOAH | New | NOAH HLDGS LTDsponsored ads | $17,035,000 | – | 563,500 | +100.0% | 1.80% | – |
| CZZ | Buy | COSAN LTD | $16,860,000 | +0.8% | 2,737,072 | +3.6% | 1.78% | -45.9% |
| CX | New | CEMEX SAB DE CVspon adr new | $15,723,000 | – | 1,716,500 | +100.0% | 1.66% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $14,841,000 | +77.8% | 74,548 | +86.1% | 1.57% | -4.6% |
| NUS | Buy | NU SKIN ENTERPRISES INCcl a | $13,882,000 | +61.7% | 294,545 | +106.6% | 1.47% | -13.1% |
| AMX | Buy | AMERICA MOVIL SAB DE CV | $13,820,000 | +77.3% | 648,501 | +70.2% | 1.46% | -4.8% |
| YY | New | YY INC | $13,663,000 | – | 196,530 | +100.0% | 1.44% | – |
| BSMX | Buy | GRUPO FINANCIERO SANTANDER M | $12,668,000 | -13.8% | 1,384,492 | +2.9% | 1.34% | -53.7% |
| FXI | New | ISHARES TRput | $10,142,000 | – | 220,000 | +100.0% | 1.07% | – |
| VALE | Buy | VALE S Aadr | $9,311,000 | +79.9% | 1,580,824 | +72.5% | 0.98% | -3.4% |
| JMBA | New | JAMBA INCcall | $8,520,000 | – | 550,000 | +100.0% | 0.90% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $7,803,000 | +3.4% | 343,588 | +6.9% | 0.82% | -44.5% |
| DOW | New | DOW CHEM COput | $7,676,000 | – | 150,000 | +100.0% | 0.81% | – |
| SFUN | Buy | SOUFUN HLDGS LTDadr | $5,356,000 | +59.0% | 636,888 | +13.4% | 0.57% | -14.6% |
| TAL | Buy | TAL ED GROUP | $5,306,000 | +20.5% | 150,300 | +13.3% | 0.56% | -35.4% |
| MX | Buy | MAGNACHIP SEMICONDUCTOR CORP | $4,528,000 | +48.3% | 586,588 | +5.1% | 0.48% | -20.3% |
| DG | New | DOLLAR GEN CORP NEWput | $3,887,000 | – | 50,000 | +100.0% | 0.41% | – |
| PPS | New | POST PPTYS INC | $3,099,000 | – | 56,998 | +100.0% | 0.33% | – |
| VIV | New | TELEFONICA BRASIL SAsponsored adr | $2,343,000 | – | 168,200 | +100.0% | 0.25% | – |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,745,000 | +108.0% | 28,566 | +112.3% | 0.18% | +12.1% |
| RAD | New | RITE AID CORPput | $1,169,000 | – | 140,000 | +100.0% | 0.12% | – |
| New | TARENA INTL INCadr | $852,000 | – | 67,300 | +100.0% | 0.09% | – | |
| LFC | Buy | CHINA LIFE INS CO LTDspon adr rep h | $699,000 | +79.2% | 32,100 | +444.1% | 0.07% | -3.9% |
| JD | New | JD COM INCput | $580,000 | – | 17,000 | +100.0% | 0.06% | – |
| WX | New | WUXI PHARMATECH CAYMAN INCcall | $465,000 | – | 11,000 | +100.0% | 0.05% | – |
| CIG | New | COMPANHIA ENERGETICA DE MINAsp adr n-v pfd | $435,000 | – | 114,200 | +100.0% | 0.05% | – |
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 2015-08-14
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 | 2024-05-15 |
| 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 |
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.