$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 116.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRput | $184,470,000 | +146.8% | 680,000 | +139.4% | 18.58% | +119.1% |
| 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% | – |
| 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% | – |
| TPR | Buy | TAPESTRY INC | $14,947,000 | +501.2% | 320,000 | +577.1% | 1.50% | +433.7% |
| BIDU | Buy | BAIDU INCspon adr rep a | $13,441,000 | +25.7% | 55,313 | +15.5% | 1.35% | +11.6% |
| AMAT | Buy | APPLIED MATLS INC | $11,086,000 | -9.4% | 240,000 | +9.1% | 1.12% | -19.6% |
| 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% |
| TV | Buy | GRUPO TELEVISA SAspon adr rep ord | $7,891,000 | +301.6% | 416,427 | +238.2% | 0.80% | +256.5% |
| BEST | New | BEST INCsponsored ads | $7,528,000 | – | 616,001 | +100.0% | 0.76% | – |
| 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% | – |
| 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% | – |
| COE | Buy | CHINA ONLINE ED GROUPsponsored adr | $852,000 | +21.9% | 78,914 | +9.7% | 0.09% | +8.9% |
| YY | New | YY INC | $462,000 | – | 4,600 | +100.0% | 0.05% | – |
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 | 2024-05-15 |
| 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.