$786 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 43 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 63.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $98,189,000 | -16.9% | 595,953 | -6.4% | 12.50% | +5.1% |
| EAF | Buy | GRAFTECH INTL LTD | $92,547,000 | +127.2% | 4,743,581 | +109.5% | 11.78% | +187.2% |
| TSG | Buy | STARS GROUP INC | $83,314,000 | +50.0% | 3,345,939 | +118.7% | 10.60% | +89.6% |
| TLRY | New | TILRAY INC | $50,296,000 | – | 350,203 | +100.0% | 6.40% | – |
| BZUN | Buy | BAOZUN INCsponsored adr | $44,625,000 | -6.7% | 918,589 | +5.0% | 5.68% | +17.9% |
| IBN | Buy | ICICI BK LTDadr | $41,583,000 | +298.5% | 4,897,912 | +276.9% | 5.29% | +403.6% |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $38,953,000 | -9.4% | 3,143,931 | +21.6% | 4.96% | +14.5% |
| BGNE | Sell | BEIGENE LTDsponsored adr | $35,568,000 | -19.2% | 206,524 | -27.9% | 4.53% | +2.1% |
| BKR | Buy | BAKER HUGHES A GE COcl a | $31,540,000 | +9.9% | 932,305 | +7.3% | 4.02% | +38.9% |
| XRX | Sell | XEROX CORP | $31,096,000 | -52.1% | 1,152,575 | -57.4% | 3.96% | -39.5% |
| HDB | Buy | HDFC BANK LTD | $30,739,000 | +524.1% | 326,660 | +596.5% | 3.91% | +688.9% |
| AMAT | Buy | APPLIED MATLS INC | $18,552,000 | +67.3% | 480,000 | +100.0% | 2.36% | +111.6% |
| MLCO | New | MELCO RESORT ENTERTAINMENT Ladr | $16,920,000 | – | 800,000 | +100.0% | 2.15% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $13,744,000 | +2.3% | 60,102 | +8.7% | 1.75% | +29.2% |
| AA | Buy | ALCOA CORP | $12,494,000 | -13.0% | 309,251 | +0.9% | 1.59% | +9.9% |
| HYG | Sell | ISHARES TRput | $11,237,000 | -88.3% | 130,000 | -88.5% | 1.43% | -85.2% |
| QQQ | New | INVESCO QQQ TRput | $11,147,000 | – | 60,000 | +100.0% | 1.42% | – |
| NVDA | Sell | NVIDIA CORP | $9,836,000 | -17.0% | 35,000 | -30.0% | 1.25% | +4.9% |
| SECO | Buy | SECOO HLDG LTDadr | $9,687,000 | +215.0% | 762,773 | +100.4% | 1.23% | +297.7% |
| VIPS | Buy | VIPSHOP HLDGS LTDsponsored adr | $9,084,000 | -11.2% | 1,455,731 | +54.3% | 1.16% | +12.1% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $8,765,000 | -16.1% | 726,182 | -30.2% | 1.12% | +6.2% |
| EEM | New | ISHARES TRput | $8,584,000 | – | 200,000 | +100.0% | 1.09% | – |
| FXI | New | ISHARES TRput | $8,564,000 | – | 200,000 | +100.0% | 1.09% | – |
| REDU | Buy | RISE ED CAYMAN LTDsponsored adr | $8,376,000 | -5.5% | 708,000 | +12.7% | 1.07% | +19.4% |
| NTES | Buy | NETEASE INCsponsored adr | $7,441,000 | -8.6% | 32,600 | +1.2% | 0.95% | +15.5% |
| ONE | Buy | ONESMART INTL ED GROUP LTDsponsored ads | $7,313,000 | +196.9% | 819,825 | +269.4% | 0.93% | +275.4% |
| ITUB | New | ITAU UNIBANCO HLDG SAspon adr rep pfd | $6,855,000 | – | 624,300 | +100.0% | 0.87% | – |
| BEST | Buy | BEST INCsponsored ads | $6,387,000 | -15.2% | 1,078,907 | +75.1% | 0.81% | +7.3% |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $5,415,000 | – | 54,709 | +100.0% | 0.69% | – |
| CX | Sell | CEMEX SAB DE CVspon adr new | $4,616,000 | -35.8% | 655,716 | -40.1% | 0.59% | -18.8% |
| PKX | Sell | POSCOsponsored adr | $4,339,000 | -42.5% | 65,746 | -35.4% | 0.55% | -27.3% |
| VALE | New | VALE S Aadr | $3,483,000 | – | 234,700 | +100.0% | 0.44% | – |
| TV | Sell | GRUPO TELEVISA SAspon adr rep ord | $2,982,000 | -62.2% | 168,097 | -59.6% | 0.38% | -52.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $2,124,000 | +78.3% | 48,100 | +47.6% | 0.27% | +125.0% |
| JOBS | New | 51JOB INC | $1,609,000 | – | 20,900 | +100.0% | 0.20% | – |
| YTRA | YATRA ONLINE INC | $1,268,000 | +4.1% | 227,270 | 0.0% | 0.16% | +30.9% | |
| COE | Buy | CHINA ONLINE ED GROUPsponsored adr | $1,251,000 | +46.8% | 139,039 | +76.2% | 0.16% | +84.9% |
| ARCO | New | ARCOS DORADOS HOLDINGS INC | $988,000 | – | 158,103 | +100.0% | 0.13% | – |
| EAF | New | GRAFTECH INTL LTDcall | $878,000 | – | 45,000 | +100.0% | 0.11% | – |
| HTHT | HUAZHU GROUP LTDsponsored ads | $867,000 | -23.1% | 26,852 | 0.0% | 0.11% | -3.5% | |
| SOGO | New | SOGOU INCadr repstg a | $821,000 | – | 110,522 | +100.0% | 0.10% | – |
| ERJ | New | EMBRAER S Acall | $784,000 | – | 40,000 | +100.0% | 0.10% | – |
| GGB | Sell | GERDAU S Aspon adr rep pfd | $757,000 | -59.3% | 179,900 | -65.8% | 0.10% | -48.9% |
| YY | Exit | YY INC | $0 | – | -4,600 | -100.0% | -0.05% | – |
| HCM | Exit | HUTCHISON CHINA MEDITECH LTDsponsored adr | $0 | – | -24,800 | -100.0% | -0.08% | – |
| GSUM | Exit | GRIDSUM HLDG INCsponsored adr | $0 | – | -130,927 | -100.0% | -0.09% | – |
| SUPV | Exit | GRUPO SUPERVIELLE S Asponsored adr | $0 | – | -91,100 | -100.0% | -0.10% | – |
| DESP | Exit | DESPEGAR COM CORP | $0 | – | -56,400 | -100.0% | -0.12% | – |
| LFC | Exit | CHINA LIFE INS CO LTDcall | $0 | – | -140,000 | -100.0% | -0.18% | – |
| KOF | Exit | COCA COLA FEMSA S A B DE C Vspon adr rep l | $0 | – | -35,000 | -100.0% | -0.20% | – |
| ABEV | Exit | AMBEV SAsponsored adr | $0 | – | -509,400 | -100.0% | -0.24% | – |
| CTRP | Exit | CTRIP COM INTL LTD | $0 | – | -149,700 | -100.0% | -0.72% | – |
| HLF | Exit | HERBALIFE NUTRITION LTD | $0 | – | -248,934 | -100.0% | -1.35% | – |
| GDS | Exit | GDS HLDGS LTDsponsored adr | $0 | – | -344,521 | -100.0% | -1.39% | – |
| WW | Exit | WEIGHT WATCHERS INTL INC NEW | $0 | – | -138,499 | -100.0% | -1.41% | – |
| TPR | Exit | TAPESTRY INC | $0 | – | -320,000 | -100.0% | -1.50% | – |
| JMBA | Exit | JAMBA INC | $0 | – | -1,430,860 | -100.0% | -1.54% | – |
| WRLD | Exit | WORLD ACCEP CORP DEL | $0 | – | -141,289 | -100.0% | -1.58% | – |
| CGC | Exit | CANOPY GROWTH CORP | $0 | – | -658,130 | -100.0% | -1.94% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -680,000 | -100.0% | -18.58% | – |
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 2018-11-14
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.