$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 123.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| BITA | Buy | BITAUTO HLDGS LTDsponsored ads | $50,511,000 | +29097.1% | 1,130,510 | +18648.1% | 5.11% | +26794.7% |
| 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% |
| 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% | – |
| COH | New | COACH INCcall | $12,084,000 | – | 300,000 | +100.0% | 1.22% | – |
| 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% | – |
| BABA | New | ALIBABA GROUP HLDG LTDput | $8,636,000 | – | 50,000 | +100.0% | 0.87% | – |
| RYB | New | RYB ED INCadr | $7,183,000 | – | 252,041 | +100.0% | 0.73% | – |
| CBD | New | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $5,903,000 | – | 249,400 | +100.0% | 0.60% | – |
| 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% | – |
| EWY | New | ISHARES INCput | $1,727,000 | – | 25,000 | +100.0% | 0.18% | – |
| 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% |
| 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% | – |
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.