$1.02 Billion is the total value of INDUS CAPITAL PARTNERS, LLC's 52 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 48.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $114,112,000 | -12.2% | 661,788 | -12.0% | 11.15% | -15.2% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $109,146,000 | -21.6% | 409,000 | -26.2% | 10.67% | -24.2% |
| HLF | Sell | HERBALIFE LTD | $44,594,000 | -18.5% | 658,501 | -18.4% | 4.36% | -21.3% |
| BEDU | Sell | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $29,670,000 | -23.2% | 1,589,154 | -4.4% | 2.90% | -25.8% |
| WRLD | Sell | WORLD ACCEP CORP DEL | $17,057,000 | -27.0% | 211,315 | -25.1% | 1.67% | -29.5% |
| BITA | Sell | BITAUTO HLDGS LTDsponsored ads | $11,634,000 | -77.0% | 365,851 | -67.6% | 1.14% | -77.7% |
| WW | Sell | WEIGHT WATCHERS INTL INC NEW | $11,553,000 | -37.0% | 260,897 | -38.0% | 1.13% | -39.1% |
| BIDU | Sell | BAIDU INCspon adr rep a | $9,673,000 | -58.1% | 41,301 | -55.6% | 0.94% | -59.5% |
| ABEV | Sell | AMBEV SAsponsored adr | $8,466,000 | -6.1% | 1,310,600 | -4.2% | 0.83% | -9.3% |
| INFY | Sell | INFOSYS LTDsponsored adr | $7,662,000 | -39.7% | 472,385 | -45.8% | 0.75% | -41.8% |
| EEM | Sell | ISHARES TRput | $7,068,000 | -39.3% | 150,000 | -42.3% | 0.69% | -41.4% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $5,886,000 | -29.3% | 572,048 | -31.0% | 0.58% | -31.7% |
| CBD | Sell | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $5,466,000 | -7.4% | 231,900 | -7.0% | 0.53% | -10.6% |
| GLD | Sell | SPDR GOLD TRUSTcall | $2,720,000 | -96.5% | 22,000 | -96.6% | 0.27% | -96.6% |
| GDS | Sell | GDS HLDGS LTDsponsored adr | $1,596,000 | +21.3% | 70,826 | -39.4% | 0.16% | +17.3% |
| XRF | Sell | CHINA RAPID FIN LTDsponsored adr | $439,000 | -62.3% | 76,700 | -56.6% | 0.04% | -63.6% |
| YRD | Exit | YIRENDAI LTDput | $0 | – | -7,000 | -100.0% | -0.03% | – |
| TOUR | Exit | TUNIU CORPcall | $0 | – | -85,000 | -100.0% | -0.07% | – |
| TKC | Exit | TURKCELL ILETISIM HIZMETLERIspon adr new | $0 | – | -105,600 | -100.0% | -0.09% | – |
| SIVB | Exit | SVB FINL GROUPput | $0 | – | -8,000 | -100.0% | -0.15% | – |
| EWY | Exit | ISHARES INCput | $0 | – | -25,000 | -100.0% | -0.18% | – |
| VRX | Exit | VALEANT PHARMACEUTICALS INTL | $0 | – | -121,500 | -100.0% | -0.18% | – |
| ARCO | Exit | ARCOS DORADOS HOLDINGS INC | $0 | – | -176,711 | -100.0% | -0.18% | – |
| VEON | Exit | VEON LTDsponsored adr | $0 | – | -480,000 | -100.0% | -0.20% | – |
| GGB | Exit | GERDAU S Aspon adr rep pfd | $0 | – | -647,779 | -100.0% | -0.22% | – |
| RYB | Exit | RYB ED INCadr | $0 | – | -252,041 | -100.0% | -0.73% | – |
| NTES | Exit | NETEASE INCsponsored adr | $0 | – | -30,850 | -100.0% | -0.82% | – |
| COH | Exit | COACH INCcall | $0 | – | -300,000 | -100.0% | -1.22% | – |
| NYT | Exit | NEW YORK TIMES COcl a | $0 | – | -751,238 | -100.0% | -1.49% | – |
| TTM | Exit | TATA MTRS LTDsponsored adr | $0 | – | -622,149 | -100.0% | -1.97% | – |
| COH | Exit | COACH INC | $0 | – | -1,757,148 | -100.0% | -7.16% | – |
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 2018-02-14
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 | 2024-05-15 |
| 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 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 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.