$760 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 39 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRput | $130,468,000 | +483.7% | 548,000 | +448.0% | 17.17% | +492.5% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $112,422,000 | +19.7% | 973,354 | -9.0% | 14.80% | +21.5% |
| TTM | Sell | TATA MTRS LTDsponsored adr | $61,616,000 | +1.0% | 1,727,401 | -2.6% | 8.11% | +2.5% |
| HLF | Sell | HERBALIFE LTD | $51,817,000 | -52.6% | 819,115 | -64.0% | 6.82% | -51.9% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $45,114,000 | – | 749,029 | +100.0% | 5.94% | – |
| COH | New | COACH INC | $40,114,000 | – | 1,018,382 | +100.0% | 5.28% | – |
| CBPO | Buy | CHINA BIOLOGIC PRODS INC | $33,341,000 | +85.6% | 282,550 | +69.1% | 4.39% | +88.3% |
| HLF | Sell | HERBALIFE LTDcall | $29,169,000 | -78.1% | 461,100 | -83.3% | 3.84% | -77.8% |
| BIDU | Buy | BAIDU INCspon adr rep a | $26,620,000 | +77.3% | 147,698 | +61.7% | 3.50% | +79.9% |
| CTRP | Sell | CTRIP COM INTL LTD | $23,233,000 | -29.8% | 459,965 | -44.4% | 3.06% | -28.7% |
| CHL | Sell | CHINA MOBILE LIMITEDsponsored adr | $17,764,000 | -51.3% | 333,152 | -52.1% | 2.34% | -50.5% |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $17,497,000 | – | 194,326 | +100.0% | 2.30% | – |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $16,820,000 | +12.5% | 1,866,816 | +26.2% | 2.21% | +14.2% |
| VIPS | Sell | VIPSHOP HLDGS LTDsponsored adr | $15,974,000 | +23.2% | 1,151,669 | -2.2% | 2.10% | +25.0% |
| IBN | Buy | ICICI BK LTDadr | $15,181,000 | +3326.9% | 1,771,403 | +2893.7% | 2.00% | +3405.3% |
| EDU | Sell | NEW ORIENTAL ED & TECH GRP Ispon adr | $13,553,000 | +28.8% | 210,000 | -16.0% | 1.78% | +30.7% |
| NVDA | Sell | NVIDIA CORP | $11,473,000 | -23.2% | 110,000 | -21.4% | 1.51% | -22.1% |
| JMBA | JAMBA INC | $11,080,000 | -17.3% | 1,300,500 | 0.0% | 1.46% | -16.1% | |
| GGB | Sell | GERDAU S Aspon adr rep pfd | $9,562,000 | -19.7% | 3,135,193 | -17.4% | 1.26% | -18.6% |
| SEAS | Sell | SEAWORLD ENTMT LTD | $9,270,000 | -19.2% | 528,824 | -12.7% | 1.22% | -18.0% |
| BZUN | Sell | BAOZUN INCsponsored adr | $8,444,000 | -45.4% | 552,986 | -56.8% | 1.11% | -44.6% |
| CZZ | Sell | COSAN LTD | $8,172,000 | -37.2% | 1,062,666 | -38.6% | 1.08% | -36.2% |
| QCOM | New | QUALCOMM INC | $8,061,000 | – | 150,000 | +100.0% | 1.06% | – |
| AU | New | ANGLOGOLD ASHANTI LTDsponsored adr | $7,626,000 | – | 667,219 | +100.0% | 1.00% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $7,510,000 | – | 500,000 | +100.0% | 0.99% | – |
| NTES | Sell | NETEASE INCsponsored adr | $6,729,000 | -46.7% | 25,356 | -56.7% | 0.89% | -45.8% |
| WW | Sell | WEIGHT WATCHERS INTL INC NEW | $5,005,000 | -13.8% | 239,684 | -52.7% | 0.66% | -12.4% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $3,593,000 | -40.6% | 108,634 | -48.4% | 0.47% | -39.7% |
| WRLD | New | WORLD ACCEP CORP DEL | $2,948,000 | – | 55,734 | +100.0% | 0.39% | – |
| GLD | New | SPDR GOLD TRUSTcall | $2,657,000 | – | 22,000 | +100.0% | 0.35% | – |
| EEM | New | ISHARES TRput | $1,803,000 | – | 45,000 | +100.0% | 0.24% | – |
| NYT | New | NEW YORK TIMES COcall | $1,445,000 | – | 100,000 | +100.0% | 0.19% | – |
| SIVB | New | SVB FINL GROUPput | $1,408,000 | – | 8,000 | +100.0% | 0.18% | – |
| SUPV | Sell | GRUPO SUPERVIELLE S Asponsored adr | $595,000 | +4.8% | 35,005 | -19.0% | 0.08% | +5.4% |
| EHIC | New | EHI CAR SVCS LTDspon ads cl a | $561,000 | – | 55,427 | +100.0% | 0.07% | – |
| COE | Buy | CHINA ONLINE ED GROUPsponsored adr | $439,000 | +51.9% | 26,837 | +44.6% | 0.06% | +56.8% |
| HCM | Sell | HUTCHISON CHINA MEDITECH LTDsponsored adr | $435,000 | -97.2% | 22,300 | -98.0% | 0.06% | -97.2% |
| ZTO | Sell | ZTO EXPRESS CAYMAN INCsponsored adr | $162,000 | -97.8% | 11,600 | -98.1% | 0.02% | -97.9% |
| VRX | New | VALEANT PHARMACEUTICALS INTL | $155,000 | – | 16,800 | +100.0% | 0.02% | – |
| HTHT | Exit | CHINA LODGING GROUP LTDsponsored adr | $0 | – | -6,252 | -100.0% | -0.04% | – |
| FENG | Exit | PHOENIX NEW MEDIA LTDsponsored ads | $0 | – | -175,769 | -100.0% | -0.07% | – |
| HTM | Exit | U S GEOTHERMAL INC | $0 | – | -166,422 | -100.0% | -0.09% | – |
| WW | Exit | WEIGHT WATCHERS INTL INC NEWcall | $0 | – | -131,900 | -100.0% | -0.20% | – |
| ATTO | Exit | ATENTO S A | $0 | – | -243,854 | -100.0% | -0.24% | – |
| MACK | Exit | MERRIMACK PHARMACEUTICALS IN | $0 | – | -1,050,000 | -100.0% | -0.56% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -200,000 | -100.0% | -0.68% | – |
| TLK | Exit | P T TELEKOMUNIKASI INDONESIAsponsored adr | $0 | – | -200,000 | -100.0% | -0.76% | – |
| CBD | Exit | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $0 | – | -455,988 | -100.0% | -0.98% | – |
| ERJ | Exit | EMBRAER S A | $0 | – | -464,462 | -100.0% | -1.16% | – |
| HDB | Exit | HDFC BANK LTD | $0 | – | -242,508 | -100.0% | -1.91% | – |
| NVDA | Exit | NVIDIA CORPput | $0 | – | -140,000 | -100.0% | -1.94% | – |
| TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -754,600 | -100.0% | -1.96% | – |
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 2017-05-15
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.