$912 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 40 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRput | $203,789,000 | +56.2% | 842,800 | +53.8% | 22.35% | +30.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $147,662,000 | +31.3% | 1,047,991 | +7.7% | 16.19% | +9.4% |
| COH | Buy | COACH INC | $73,709,000 | +83.7% | 1,557,006 | +52.9% | 8.08% | +53.1% |
| HLF | Buy | HERBALIFE LTD | $64,130,000 | +23.8% | 899,061 | +9.8% | 7.03% | +3.1% |
| IBN | Buy | ICICI BK LTDadr | $28,164,000 | +85.5% | 3,139,807 | +77.2% | 3.09% | +54.6% |
| NTES | Buy | NETEASE INCsponsored adr | $26,276,000 | +290.5% | 87,402 | +244.7% | 2.88% | +225.2% |
| NVDA | New | NVIDIA CORPput | $20,238,000 | – | 140,000 | +100.0% | 2.22% | – |
| BEDU | New | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $19,861,000 | – | 1,669,016 | +100.0% | 2.18% | – |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $18,877,000 | +12.2% | 2,362,571 | +26.6% | 2.07% | -6.5% |
| INFY | New | INFOSYS LTDsponsored adr | $17,314,000 | – | 1,152,722 | +100.0% | 1.90% | – |
| GGB | Buy | GERDAU S Aspon adr rep pfd | $16,209,000 | +69.5% | 5,314,263 | +69.5% | 1.78% | +41.3% |
| WRLD | Buy | WORLD ACCEP CORP DEL | $15,915,000 | +439.9% | 212,452 | +281.2% | 1.74% | +349.7% |
| VIPS | Buy | VIPSHOP HLDGS LTDsponsored adr | $13,818,000 | -13.5% | 1,309,803 | +13.7% | 1.52% | -27.9% |
| EEM | Buy | ISHARES TRput | $13,535,000 | +650.7% | 327,000 | +626.7% | 1.48% | +526.2% |
| JMBA | Buy | JAMBA INC | $11,146,000 | +0.6% | 1,430,860 | +10.0% | 1.22% | -16.2% |
| WW | Buy | WEIGHT WATCHERS INTL INC NEW | $9,486,000 | +89.5% | 283,829 | +18.4% | 1.04% | +57.8% |
| CZZ | Buy | COSAN LTD | $7,283,000 | -10.9% | 1,136,134 | +6.9% | 0.80% | -25.7% |
| VALE | New | VALE S Aadr | $7,245,000 | – | 828,025 | +100.0% | 0.79% | – |
| CARS | New | CARS COM INC | $3,976,000 | – | 149,324 | +100.0% | 0.44% | – |
| VRX | Buy | VALEANT PHARMACEUTICALS INTL | $2,102,000 | +1256.1% | 121,500 | +623.2% | 0.23% | +1055.0% |
| CTRP | New | CTRIP COM INTL LTDput | $969,000 | – | 18,000 | +100.0% | 0.11% | – |
| ARCO | New | ARCOS DORADOS HOLDINGS INC | $607,000 | – | 81,458 | +100.0% | 0.07% | – |
| HTHT | New | CHINA LODGING GROUP LTDsponsored adr | $312,000 | – | 3,863 | +100.0% | 0.03% | – |
| XRF | New | CHINA RAPID FIN LTDsponsored adr | $241,000 | – | 42,130 | +100.0% | 0.03% | – |
| BITA | New | BITAUTO HLDGS LTDsponsored ads | $173,000 | – | 6,030 | +100.0% | 0.02% | – |
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 2017-08-14
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 | 32 | Q2 2024 | 51.7% |
| 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% |
| COGNIZANT TECHNOLOGY SOLUTIO | 21 | Q2 2024 | 19.3% |
View INDUS CAPITAL PARTNERS, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Bright Scholar Education Holdings Ltd | February 14, 2024 | 3,754,456 | 12.0% |
| TDCX Inc.Sold out | February 14, 2024 | 0 | 0.0% |
| 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 |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-14 |
| 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 |
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.