$1.03 Billion is the total value of INDUS CAPITAL PARTNERS, LLC's 44 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 41.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HLF | Buy | HERBALIFE LTDcall | $275,167,000 | +7.9% | 4,701,300 | +13.4% | 26.64% | +7.2% |
| HLF | Buy | HERBALIFE LTD | $154,113,000 | +0.7% | 2,633,064 | +6.0% | 14.92% | +0.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $113,556,000 | +15.7% | 1,427,842 | +14.9% | 11.00% | +14.9% |
| SPY | Buy | SPDR S&P 500 ETF TRput | $61,795,000 | +27.9% | 295,000 | +25.5% | 5.98% | +27.1% |
| TTM | Sell | TATA MTRS LTDsponsored adr | $54,415,000 | +15.3% | 1,569,524 | -3.4% | 5.27% | +14.5% |
| CHL | Sell | CHINA MOBILE LIMITEDsponsored adr | $46,974,000 | -4.9% | 811,303 | -8.9% | 4.55% | -5.5% |
| BIDU | Sell | BAIDU INCspon adr rep a | $46,013,000 | -32.0% | 278,544 | -21.4% | 4.46% | -32.4% |
| CBPO | Sell | CHINA BIOLOGIC PRODS INC | $37,128,000 | -14.3% | 349,210 | -7.7% | 3.60% | -14.9% |
| HDB | Sell | HDFC BANK LTD | $21,098,000 | +5.3% | 317,987 | -2.2% | 2.04% | +4.6% |
| CZZ | Sell | COSAN LTD | $20,087,000 | -3.4% | 3,085,549 | -27.0% | 1.94% | -4.0% |
| HCM | Buy | HUTCHISON CHINA MEDITECH LTDsponsored adr | $18,198,000 | +5.9% | 1,383,893 | +6.3% | 1.76% | +5.2% |
| CTRP | Buy | CTRIP COM INTL LTD | $16,960,000 | +3996.6% | 411,649 | +4303.1% | 1.64% | +4005.0% |
| EDU | Buy | NEW ORIENTAL ED & TECH GRP Ispon adr | $14,658,000 | +62.1% | 350,000 | +33.8% | 1.42% | +61.1% |
| JMBA | JAMBA INC | $13,382,000 | -16.7% | 1,300,500 | 0.0% | 1.30% | -17.3% | |
| CBD | Buy | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $12,443,000 | +1706.0% | 855,183 | +1627.6% | 1.20% | +1698.5% |
| KEP | Sell | KOREA ELECTRIC PWRsponsored adr | $11,733,000 | -9.3% | 452,469 | -9.9% | 1.14% | -9.9% |
| CEO | Sell | CNOOC LTDsponsored adr | $11,219,000 | -18.3% | 90,000 | -23.3% | 1.09% | -18.8% |
| CST | New | CST BRANDS INCcall | $9,908,000 | – | 230,000 | +100.0% | 0.96% | – |
| VIPS | Sell | VIPSHOP HLDGS LTDsponsored adr | $9,769,000 | -18.7% | 874,600 | -6.3% | 0.95% | -19.3% |
| TV | Sell | GRUPO TELEVISA SAspon adr rep ord | $9,666,000 | -10.1% | 371,200 | -5.2% | 0.94% | -10.7% |
| NVDA | NVIDIA CORP | $9,402,000 | +31.9% | 200,000 | 0.0% | 0.91% | +31.1% | |
| VIV | Sell | TELEFONICA BRASIL SAsponsored adr | $9,292,000 | -43.6% | 683,223 | -48.2% | 0.90% | -44.0% |
| VALE | Sell | VALE S Aadr | $7,256,000 | +5.6% | 1,433,896 | -12.2% | 0.70% | +4.9% |
| CST | New | CST BRANDS INC | $6,357,000 | – | 147,570 | +100.0% | 0.62% | – |
| ITUB | Sell | ITAU UNIBANCO HLDG SAspon adr rep pfd | $5,652,000 | -47.7% | 598,749 | -52.4% | 0.55% | -48.1% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $5,589,000 | -35.1% | 213,093 | -35.2% | 0.54% | -35.5% |
| CX | Sell | CEMEX SAB DE CVspon adr new | $5,592,000 | -27.9% | 906,395 | -15.0% | 0.54% | -28.4% |
| MX | MAGNACHIP SEMICONDUCTOR CORP | $4,977,000 | +4.0% | 879,348 | 0.0% | 0.48% | +3.4% | |
| NVDA | New | NVIDIA CORPput | $4,701,000 | – | 100,000 | +100.0% | 0.46% | – |
| ATTO | ATENTO S A | $4,210,000 | +8.8% | 472,506 | 0.0% | 0.41% | +8.2% | |
| BGNE | Sell | BEIGENE LTDsponsored adr | $3,117,000 | -37.4% | 104,599 | -38.5% | 0.30% | -37.9% |
| BZUN | Buy | BAOZUN INCsponsored adr | $2,627,000 | +45.5% | 395,110 | +27.8% | 0.25% | +44.3% |
| JMBA | JAMBA INCcall | $916,000 | -16.7% | 89,000 | 0.0% | 0.09% | -16.8% | |
| HTM | Buy | U S GEOTHERMAL INC | $897,000 | +42.8% | 1,096,187 | +17.8% | 0.09% | +42.6% |
| SUPV | New | GRUPO SUPERVIELLE S Asponsored adr | $852,000 | – | 66,600 | +100.0% | 0.08% | – |
| TSU | New | TIM PARTICIPACOES S Asponsored adr | $528,000 | – | 50,000 | +100.0% | 0.05% | – |
| FENG | Buy | PHOENIX NEW MEDIA LTDsponsored ads | $498,000 | +11.9% | 135,449 | +35.4% | 0.05% | +11.6% |
| LFC | New | CHINA LIFE INS CO LTDspon adr rep h | $489,000 | – | 45,400 | +100.0% | 0.05% | – |
| MMYT | Buy | MAKEMYTRIP LIMITED MAURITIUS | $461,000 | +12.7% | 31,000 | +37.2% | 0.04% | +12.5% |
| WUBA | Buy | 58 COM INCspon adr rep a | $459,000 | +14.5% | 10,010 | +38.8% | 0.04% | +12.8% |
| HTHT | New | CHINA LODGING GROUP LTDsponsored adr | $321,000 | – | 8,809 | +100.0% | 0.03% | – |
| JD | Sell | JD COM INCspon adr cl a | $211,000 | -70.8% | 9,929 | -63.5% | 0.02% | -71.4% |
| IBN | Sell | ICICI BK LTDadr | $136,000 | -98.3% | 18,900 | -98.3% | 0.01% | -98.4% |
| COE | New | CHINA ONLINE ED GROUPsponsored adr | $20,000 | – | 1,000 | +100.0% | 0.00% | – |
| IMAX | Exit | IMAX CORP | $0 | – | -10,946 | -100.0% | -0.03% | – |
| ESGC | Exit | EROS INTL PLC | $0 | – | -31,660 | -100.0% | -0.04% | – |
| SQM | Exit | SOCIEDAD QUIMICA MINERA DE Ccall | $0 | – | -18,000 | -100.0% | -0.04% | – |
| TX | Exit | TERNIUM SAspon adr | $0 | – | -41,600 | -100.0% | -0.07% | – |
| LF | Exit | LEAPFROG ENTERPRISES INCcl a | $0 | – | -913,520 | -100.0% | -0.09% | – |
| ASHR | Exit | DBX ETF TRdbxtr har cs 300 | $0 | – | -37,763 | -100.0% | -0.09% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -63,110 | -100.0% | -0.39% | – |
| AU | Exit | ANGLOGOLD ASHANTI LTDsponsored adr | $0 | – | -330,550 | -100.0% | -0.44% | – |
| SKM | Exit | SK TELECOM LTDsponsored adr | $0 | – | -370,966 | -100.0% | -0.73% | – |
| ABEV | Exit | AMBEV SAsponsored adr | $0 | – | -1,455,600 | -100.0% | -0.74% | – |
| BBD | Exit | BANCO BRADESCO S Asp adr pfd new | $0 | – | -1,123,785 | -100.0% | -0.82% | – |
| WRLD | Exit | WORLD ACCEP CORP DELcall | $0 | – | -257,500 | -100.0% | -0.95% | – |
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 2016-08-12
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.