$993 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 47 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 58.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRput | $184,470,000 | +146.8% | 680,000 | +139.4% | 18.58% | +119.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $118,095,000 | -22.6% | 636,526 | -23.5% | 11.89% | -31.3% |
| HYG | Buy | ISHARES TRput | $96,140,000 | +287.1% | 1,130,000 | +289.7% | 9.68% | +243.7% |
| XRX | New | XEROX CORP | $64,974,000 | – | 2,707,245 | +100.0% | 6.54% | – |
| TSG | Sell | STARS GROUP INC | $55,526,000 | -48.3% | 1,529,649 | -60.8% | 5.59% | -54.1% |
| BZUN | Sell | BAOZUN INCsponsored adr | $47,836,000 | -5.7% | 874,508 | -20.9% | 4.82% | -16.3% |
| BGNE | Sell | BEIGENE LTDsponsored adr | $44,015,000 | -53.6% | 286,315 | -49.2% | 4.43% | -58.8% |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $42,995,000 | +16.5% | 2,585,370 | +8.2% | 4.33% | +3.4% |
| EAF | New | GRAFTECH INTL LTD | $40,731,000 | – | 2,264,096 | +100.0% | 4.10% | – |
| BKR | New | BAKER HUGHES A GE COcl a | $28,695,000 | – | 868,750 | +100.0% | 2.89% | – |
| CGC | New | CANOPY GROWTH CORP | $19,226,000 | – | 658,130 | +100.0% | 1.94% | – |
| WRLD | Sell | WORLD ACCEP CORP DEL | $15,684,000 | -40.0% | 141,289 | -43.1% | 1.58% | -46.8% |
| JMBA | JAMBA INC | $15,239,000 | +24.1% | 1,430,860 | 0.0% | 1.54% | +10.2% | |
| TPR | Buy | TAPESTRY INC | $14,947,000 | +501.2% | 320,000 | +577.1% | 1.50% | +433.7% |
| AA | Sell | ALCOA CORP | $14,366,000 | -66.7% | 306,450 | -68.0% | 1.45% | -70.4% |
| WW | Sell | WEIGHT WATCHERS INTL INC NEW | $14,002,000 | +26.2% | 138,499 | -20.5% | 1.41% | +12.0% |
| GDS | Sell | GDS HLDGS LTDsponsored adr | $13,812,000 | +16.4% | 344,521 | -20.3% | 1.39% | +3.3% |
| BIDU | Buy | BAIDU INCspon adr rep a | $13,441,000 | +25.7% | 55,313 | +15.5% | 1.35% | +11.6% |
| HLF | Sell | HERBALIFE NUTRITION LTD | $13,373,000 | -45.6% | 248,934 | -1.2% | 1.35% | -51.7% |
| NVDA | Sell | NVIDIA CORP | $11,845,000 | -14.8% | 50,000 | -16.7% | 1.19% | -24.3% |
| AMAT | Buy | APPLIED MATLS INC | $11,086,000 | -9.4% | 240,000 | +9.1% | 1.12% | -19.6% |
| IBN | Sell | ICICI BK LTDadr | $10,435,000 | -70.6% | 1,299,557 | -67.6% | 1.05% | -73.9% |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $10,441,000 | +49.8% | 1,040,948 | +111.2% | 1.05% | +32.9% |
| VIPS | Buy | VIPSHOP HLDGS LTDsponsored adr | $10,235,000 | +68.1% | 943,291 | +157.5% | 1.03% | +49.2% |
| REDU | Sell | RISE ED CAYMAN LTDsponsored adr | $8,867,000 | -8.5% | 628,000 | -0.8% | 0.89% | -18.7% |
| NTES | Sell | NETEASE INCsponsored adr | $8,139,000 | -10.2% | 32,211 | -0.4% | 0.82% | -20.3% |
| TV | Buy | GRUPO TELEVISA SAspon adr rep ord | $7,891,000 | +301.6% | 416,427 | +238.2% | 0.80% | +256.5% |
| PKX | Sell | POSCOsponsored adr | $7,541,000 | -13.1% | 101,746 | -7.6% | 0.76% | -22.9% |
| BEST | New | BEST INCsponsored ads | $7,528,000 | – | 616,001 | +100.0% | 0.76% | – |
| CX | Sell | CEMEX SAB DE CVspon adr new | $7,185,000 | -22.3% | 1,095,200 | -21.6% | 0.72% | -31.0% |
| CTRP | Sell | CTRIP COM INTL LTD | $7,130,000 | -18.9% | 149,700 | -20.6% | 0.72% | -28.0% |
| HDB | New | HDFC BANK LTD | $4,925,000 | – | 46,900 | +100.0% | 0.50% | – |
| SECO | New | SECOO HLDG LTDadr | $3,075,000 | – | 380,545 | +100.0% | 0.31% | – |
| ONE | Sell | ONESMART INTL ED GROUP LTDsponsored ads | $2,463,000 | -73.0% | 221,908 | -73.8% | 0.25% | -76.0% |
| ABEV | Sell | AMBEV SAsponsored adr | $2,359,000 | -63.2% | 509,400 | -42.3% | 0.24% | -67.3% |
| KOF | New | COCA COLA FEMSA S A B DE C Vspon adr rep l | $1,975,000 | – | 35,000 | +100.0% | 0.20% | – |
| GGB | New | GERDAU S Aspon adr rep pfd | $1,862,000 | – | 526,000 | +100.0% | 0.19% | – |
| LFC | New | CHINA LIFE INS CO LTDcall | $1,789,000 | – | 140,000 | +100.0% | 0.18% | – |
| YTRA | New | YATRA ONLINE INC | $1,218,000 | – | 227,270 | +100.0% | 0.12% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $1,191,000 | -2.9% | 32,590 | +16.2% | 0.12% | -13.7% |
| DESP | Buy | DESPEGAR COM CORP | $1,183,000 | +183.7% | 56,400 | +322.2% | 0.12% | +153.2% |
| HTHT | New | HUAZHU GROUP LTDsponsored ads | $1,128,000 | – | 26,852 | +100.0% | 0.11% | – |
| SUPV | New | GRUPO SUPERVIELLE S Asponsored adr | $964,000 | – | 91,100 | +100.0% | 0.10% | – |
| GSUM | Sell | GRIDSUM HLDG INCsponsored adr | $911,000 | -60.1% | 130,927 | -53.1% | 0.09% | -64.5% |
| COE | Buy | CHINA ONLINE ED GROUPsponsored adr | $852,000 | +21.9% | 78,914 | +9.7% | 0.09% | +8.9% |
| HCM | HUTCHISON CHINA MEDITECH LTDsponsored adr | $747,000 | +1.9% | 24,800 | 0.0% | 0.08% | -9.6% | |
| YY | New | YY INC | $462,000 | – | 4,600 | +100.0% | 0.05% | – |
| XRF | Exit | CHINA RAPID FIN LTDsponsored adr | $0 | – | -76,626 | -100.0% | -0.04% | – |
| ERJ | Exit | EMBRAER S Aput | $0 | – | -20,000 | -100.0% | -0.06% | – |
| HTHT | Exit | CHINA LODGING GROUP LTDsponsored adr | $0 | – | -4,363 | -100.0% | -0.06% | – |
| TSU | Exit | TIM PARTICIPACOES S Acall | $0 | – | -26,600 | -100.0% | -0.06% | – |
| STG | Exit | SUNLANDS ONLINE ED GROUPads | $0 | – | -112,200 | -100.0% | -0.11% | – |
| SOGO | Exit | SOGOU INCadr repstg a | $0 | – | -210,304 | -100.0% | -0.20% | – |
| SNP | Exit | CHINA PETE & CHEM CORPcall | $0 | – | -25,000 | -100.0% | -0.25% | – |
| TAL | Exit | TAL ED GROUPput | $0 | – | -70,000 | -100.0% | -0.29% | – |
| CTRP | Exit | CTRIP COM INTL LTDput | $0 | – | -100,000 | -100.0% | -0.53% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -171,123 | -100.0% | -0.81% | – |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -458,657 | -100.0% | -0.93% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -220,000 | -100.0% | -1.30% | – |
| BITA | Exit | BITAUTO HLDGS LTDsponsored ads | $0 | – | -625,603 | -100.0% | -1.50% | – |
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 2018-08-14
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 | 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.