$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 40.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $118,095,000 | -22.6% | 636,526 | -23.5% | 11.89% | -31.3% |
| 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% |
| WRLD | Sell | WORLD ACCEP CORP DEL | $15,684,000 | -40.0% | 141,289 | -43.1% | 1.58% | -46.8% |
| 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% |
| 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% |
| IBN | Sell | ICICI BK LTDadr | $10,435,000 | -70.6% | 1,299,557 | -67.6% | 1.05% | -73.9% |
| 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% |
| PKX | Sell | POSCOsponsored adr | $7,541,000 | -13.1% | 101,746 | -7.6% | 0.76% | -22.9% |
| 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% |
| 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% |
| GSUM | Sell | GRIDSUM HLDG INCsponsored adr | $911,000 | -60.1% | 130,927 | -53.1% | 0.09% | -64.5% |
| 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 | 2024-05-15 |
| 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.