$771 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 39 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 62.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HLF | Sell | HERBALIFE LTDcall | $133,170,000 | -36.3% | 2,766,300 | -17.9% | 17.27% | -12.6% |
| HLF | Sell | HERBALIFE LTD | $109,396,000 | -36.3% | 2,272,445 | -17.9% | 14.18% | -12.6% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $93,904,000 | -36.9% | 1,069,401 | -24.0% | 12.18% | -13.5% |
| TTM | Buy | TATA MTRS LTDsponsored adr | $61,013,000 | +235.1% | 1,774,137 | +289.6% | 7.91% | +359.4% |
| CHL | Sell | CHINA MOBILE LIMITEDsponsored adr | $36,444,000 | -23.2% | 695,100 | -9.9% | 4.72% | +5.3% |
| CTRP | Sell | CTRIP COM INTL LTD | $33,076,000 | -61.8% | 826,910 | -55.5% | 4.29% | -47.6% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $22,353,000 | -77.5% | 100,000 | -78.3% | 2.90% | -69.2% |
| CBPO | Sell | CHINA BIOLOGIC PRODS INC | $17,967,000 | -41.1% | 167,104 | -31.9% | 2.33% | -19.3% |
| BZUN | Buy | BAOZUN INCsponsored adr | $15,467,000 | +392.4% | 1,281,449 | +515.6% | 2.00% | +575.1% |
| HCM | Sell | HUTCHISON CHINA MEDITECH LTDsponsored adr | $15,452,000 | -0.5% | 1,138,722 | -12.7% | 2.00% | +36.4% |
| TECK | New | TECK RESOURCES LTDcl b | $15,115,000 | – | 754,600 | +100.0% | 1.96% | – |
| BIDU | Sell | BAIDU INCspon adr rep a | $15,013,000 | -36.7% | 91,315 | -29.9% | 1.95% | -13.3% |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored ard | $14,954,000 | – | 1,479,086 | +100.0% | 1.94% | – |
| NVDA | New | NVIDIA CORPput | $14,944,000 | – | 140,000 | +100.0% | 1.94% | – |
| NVDA | Sell | NVIDIA CORP | $14,944,000 | +36.3% | 140,000 | -12.5% | 1.94% | +86.9% |
| HDB | Sell | HDFC BANK LTD | $14,715,000 | -28.6% | 242,508 | -15.4% | 1.91% | -2.1% |
| JMBA | JAMBA INC | $13,395,000 | -5.7% | 1,300,500 | 0.0% | 1.74% | +29.3% | |
| CZZ | Sell | COSAN LTD | $13,007,000 | -28.2% | 1,731,942 | -31.7% | 1.69% | -1.6% |
| VIPS | New | VIPSHOP HLDGS LTDsponsored adr | $12,971,000 | – | 1,178,135 | +100.0% | 1.68% | – |
| NTES | New | NETEASE INCsponsored adr | $12,615,000 | – | 58,580 | +100.0% | 1.64% | – |
| GGB | New | GERDAU S Aspon adr rep pfd | $11,913,000 | – | 3,794,084 | +100.0% | 1.54% | – |
| SEAS | New | SEAWORLD ENTMT INC | $11,468,000 | – | 605,800 | +100.0% | 1.49% | – |
| EDU | Sell | NEW ORIENTAL ED & TECH GRP Ispon adr | $10,525,000 | -35.1% | 250,000 | -28.6% | 1.36% | -11.1% |
| ERJ | Buy | EMBRAER S A | $8,941,000 | +2240.6% | 464,462 | +1997.7% | 1.16% | +3119.4% |
| CBD | Sell | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $7,547,000 | -37.2% | 455,988 | -37.8% | 0.98% | -13.9% |
| ZTO | New | ZTO EXPRESS CAYMAN INCsponsored adr | $7,534,000 | – | 624,200 | +100.0% | 0.98% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $6,051,000 | -7.2% | 210,466 | -1.2% | 0.78% | +27.2% |
| TLK | Buy | P T TELEKOMUNIKASI INDONESIAsponsored adr | $5,832,000 | -37.0% | 200,000 | +42.9% | 0.76% | -13.6% |
| WW | New | WEIGHT WATCHERS INTL INC NEW | $5,803,000 | – | 506,805 | +100.0% | 0.75% | – |
| YUMC | New | YUM CHINA HLDGS INC | $5,224,000 | – | 200,000 | +100.0% | 0.68% | – |
| MACK | Buy | MERRIMACK PHARMACEUTICALS IN | $4,284,000 | +34.9% | 1,050,000 | +110.0% | 0.56% | +85.0% |
| ATTO | ATENTO S A | $1,865,000 | -9.8% | 243,854 | 0.0% | 0.24% | +23.5% | |
| WW | New | WEIGHT WATCHERS INTL INC NEWcall | $1,510,000 | – | 131,900 | +100.0% | 0.20% | – |
| HTM | New | U S GEOTHERMAL INC | $681,000 | – | 166,422 | +100.0% | 0.09% | – |
| SUPV | Sell | GRUPO SUPERVIELLE S Asponsored adr | $568,000 | -16.6% | 43,225 | -6.0% | 0.07% | +15.6% |
| FENG | PHOENIX NEW MEDIA LTDsponsored ads | $552,000 | -19.5% | 175,769 | 0.0% | 0.07% | +10.8% | |
| IBN | Sell | ICICI BK LTDadr | $443,000 | -94.5% | 59,171 | -94.5% | 0.06% | -92.5% |
| HTHT | Sell | CHINA LODGING GROUP LTDsponsored adr | $324,000 | -18.4% | 6,252 | -29.0% | 0.04% | +10.5% |
| COE | Buy | CHINA ONLINE ED GROUPsponsored adr | $289,000 | +750.0% | 18,561 | +1051.4% | 0.04% | +1133.3% |
| JD | Exit | JD COM INCspon adr cl a | $0 | – | -9,929 | -100.0% | -0.02% | – |
| HTM | Exit | U S GEOTHERMAL INC | $0 | – | -1,096,187 | -100.0% | -0.08% | – |
| HIMX | Exit | HIMAX TECHNOLOGIES INCsponsored adr | $0 | – | -140,000 | -100.0% | -0.11% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -42,000 | -100.0% | -0.15% | – |
| MX | Exit | MAGNACHIP SEMICONDUCTOR CORP | $0 | – | -790,573 | -100.0% | -0.62% | – |
| ITUB | Exit | ITAU UNIBANCO HLDG SAspon adr rep pfd | $0 | – | -657,293 | -100.0% | -0.68% | – |
| TV | Exit | GRUPO TELEVISA SAspon adr rep ord | $0 | – | -282,586 | -100.0% | -0.69% | – |
| KEP | Exit | KOREA ELECTRIC PWRsponsored adr | $0 | – | -323,474 | -100.0% | -0.75% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -19,755 | -100.0% | -0.79% | – |
| VIV | Exit | TELEFONICA BRASIL SAsponsored adr | $0 | – | -614,028 | -100.0% | -0.84% | – |
| PKX | Exit | POSCOsponsored adr | $0 | – | -177,238 | -100.0% | -0.86% | – |
| VALE | Exit | VALE S Aadr | $0 | – | -1,850,337 | -100.0% | -0.96% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDput | $0 | – | -100,000 | -100.0% | -1.00% | – |
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 2017-02-13
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.