$988 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 48 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRput | $139,181,000 | -31.7% | 554,000 | -34.3% | 14.08% | -37.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $129,928,000 | -12.0% | 752,290 | -28.2% | 13.14% | -18.8% |
| GLD | Buy | SPDR GOLD TRUSTcall | $77,811,000 | +2897.3% | 640,000 | +2809.1% | 7.87% | +2662.1% |
| COH | Buy | COACH INC | $70,778,000 | -4.0% | 1,757,148 | +12.9% | 7.16% | -11.4% |
| HLF | Sell | HERBALIFE LTD | $54,721,000 | -14.7% | 806,735 | -10.3% | 5.54% | -21.3% |
| BITA | Buy | BITAUTO HLDGS LTDsponsored ads | $50,511,000 | +29097.1% | 1,130,510 | +18648.1% | 5.11% | +26794.7% |
| BEDU | Sell | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $38,619,000 | +94.4% | 1,662,474 | -0.4% | 3.91% | +79.4% |
| IBN | Buy | ICICI BK LTDadr | $36,235,000 | +28.7% | 4,233,095 | +34.8% | 3.67% | +18.7% |
| EDU | Buy | NEW ORIENTAL ED & TECH GRP Ispon adr | $36,178,000 | +266.6% | 409,900 | +192.8% | 3.66% | +238.3% |
| TSG | New | STARS GROUP INC | $34,503,000 | – | 1,683,049 | +100.0% | 3.49% | – |
| BZUN | Buy | BAOZUN INCsponsored adr | $33,570,000 | +353.3% | 1,024,722 | +206.8% | 3.40% | +318.2% |
| BGNE | New | BEIGENE LTDsponsored adr | $32,780,000 | – | 316,835 | +100.0% | 3.32% | – |
| WRLD | Buy | WORLD ACCEP CORP DEL | $23,373,000 | +46.9% | 281,972 | +32.7% | 2.36% | +35.5% |
| BIDU | Sell | BAIDU INCspon adr rep a | $23,064,000 | -1.0% | 93,116 | -28.5% | 2.33% | -8.6% |
| TTM | Sell | TATA MTRS LTDsponsored adr | $19,455,000 | -29.0% | 622,149 | -20.8% | 1.97% | -34.5% |
| WW | Buy | WEIGHT WATCHERS INTL INC NEW | $18,340,000 | +93.3% | 421,123 | +48.4% | 1.86% | +78.4% |
| NYT | New | NEW YORK TIMES COcl a | $14,724,000 | – | 751,238 | +100.0% | 1.49% | – |
| INFY | Sell | INFOSYS LTDsponsored adr | $12,715,000 | -26.6% | 871,485 | -24.4% | 1.29% | -32.3% |
| NVDA | NVIDIA CORP | $12,514,000 | +23.7% | 70,000 | 0.0% | 1.27% | +14.1% | |
| JMBA | JAMBA INC | $12,363,000 | +10.9% | 1,430,860 | 0.0% | 1.25% | +2.4% | |
| COH | New | COACH INCcall | $12,084,000 | – | 300,000 | +100.0% | 1.22% | – |
| EEM | Sell | ISHARES TRput | $11,651,000 | -13.9% | 260,000 | -20.5% | 1.18% | -20.6% |
| HLF | Buy | HERBALIFE LTDcall | $10,622,000 | +17.1% | 156,600 | +23.1% | 1.08% | +8.0% |
| ABEV | New | AMBEV SAsponsored adr | $9,013,000 | – | 1,367,700 | +100.0% | 0.91% | – |
| CTRP | Sell | CTRIP COM INTL LTD | $8,829,000 | -9.6% | 167,399 | -7.6% | 0.89% | -16.5% |
| BABA | New | ALIBABA GROUP HLDG LTDput | $8,636,000 | – | 50,000 | +100.0% | 0.87% | – |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $8,324,000 | -55.9% | 829,048 | -64.9% | 0.84% | -59.3% |
| NTES | Sell | NETEASE INCsponsored adr | $8,139,000 | -69.0% | 30,850 | -64.7% | 0.82% | -71.4% |
| RYB | New | RYB ED INCadr | $7,183,000 | – | 252,041 | +100.0% | 0.73% | – |
| VIPS | Sell | VIPSHOP HLDGS LTDsponsored adr | $6,368,000 | -53.9% | 724,488 | -44.7% | 0.64% | -57.5% |
| CBD | New | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $5,903,000 | – | 249,400 | +100.0% | 0.60% | – |
| GGB | Sell | GERDAU S Aspon adr rep pfd | $2,222,000 | -86.3% | 647,779 | -87.8% | 0.22% | -87.3% |
| VEON | New | VEON LTDsponsored adr | $2,006,000 | – | 480,000 | +100.0% | 0.20% | – |
| ARCO | Buy | ARCOS DORADOS HOLDINGS INC | $1,776,000 | +192.6% | 176,711 | +116.9% | 0.18% | +168.7% |
| DESP | New | DESPEGAR COM CORP | $1,760,000 | – | 55,000 | +100.0% | 0.18% | – |
| VRX | VALEANT PHARMACEUTICALS INTL | $1,741,000 | -17.2% | 121,500 | 0.0% | 0.18% | -23.8% | |
| EWY | New | ISHARES INCput | $1,727,000 | – | 25,000 | +100.0% | 0.18% | – |
| SIVB | SVB FINL GROUPput | $1,497,000 | +6.5% | 8,000 | 0.0% | 0.15% | -1.9% | |
| GDS | New | GDS HLDGS LTDsponsored adr | $1,316,000 | – | 116,853 | +100.0% | 0.13% | – |
| XRF | Buy | CHINA RAPID FIN LTDsponsored adr | $1,164,000 | +383.0% | 176,580 | +319.1% | 0.12% | +353.8% |
| TKC | New | TURKCELL ILETISIM HIZMETLERIspon adr new | $931,000 | – | 105,600 | +100.0% | 0.09% | – |
| LPL | New | LG DISPLAY CO LTDcall | $872,000 | – | 65,000 | +100.0% | 0.09% | – |
| TOUR | New | TUNIU CORPcall | $665,000 | – | 85,000 | +100.0% | 0.07% | – |
| COE | Buy | CHINA ONLINE ED GROUPsponsored adr | $651,000 | +51.4% | 45,537 | +69.7% | 0.07% | +40.4% |
| HCM | HUTCHISON CHINA MEDITECH LTDsponsored adr | $608,000 | +16.9% | 22,300 | 0.0% | 0.06% | +8.8% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $606,000 | -22.1% | 16,140 | -27.4% | 0.06% | -28.2% |
| HTHT | Buy | CHINA LODGING GROUP LTDsponsored adr | $518,000 | +66.0% | 4,363 | +12.9% | 0.05% | +52.9% |
| YRD | New | YIRENDAI LTDput | $294,000 | – | 7,000 | +100.0% | 0.03% | – |
| CTRP | Exit | CTRIP COM INTL LTDput | $0 | – | -18,000 | -100.0% | -0.11% | – |
| CARS | Exit | CARS COM INC | $0 | – | -149,324 | -100.0% | -0.44% | – |
| VALE | Exit | VALE S Aadr | $0 | – | -828,025 | -100.0% | -0.79% | – |
| CZZ | Exit | COSAN LTD | $0 | – | -1,136,134 | -100.0% | -0.80% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -500,000 | -100.0% | -0.91% | – |
| NVDA | Exit | NVIDIA CORPput | $0 | – | -140,000 | -100.0% | -2.22% | – |
| CBPO | Exit | CHINA BIOLOGIC PRODS INC | $0 | – | -278,407 | -100.0% | -3.45% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -700,197 | -100.0% | -5.10% | – |
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 2017-11-14
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 | 2024-02-14 |
| 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.