$766 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 35 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIDU | Buy | BAIDU INCspon adr rep a | $105,788,000 | +1149.0% | 641,721 | +1101.7% | 13.82% | +801.8% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $86,088,000 | +33.1% | 471,843 | +0.0% | 11.24% | -3.8% |
| TSG | Buy | STARS GROUP INC | $84,809,000 | +15.7% | 4,843,443 | +9.2% | 11.08% | -16.4% |
| IBN | Buy | ICICI BK LTDadr | $56,857,000 | +31.3% | 4,961,369 | +17.9% | 7.42% | -5.1% |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $41,765,000 | +14.4% | 4,039,136 | +1.9% | 5.45% | -17.4% |
| QD | New | QUDIAN INCadr | $27,913,000 | – | 5,516,490 | +100.0% | 3.64% | – |
| BIDU | New | BAIDU INCcall | $24,728,000 | – | 150,000 | +100.0% | 3.23% | – |
| VIPS | Buy | VIPSHOP HLDGS LTDsponsored ads a | $24,418,000 | +70.6% | 3,040,785 | +16.0% | 3.19% | +23.2% |
| FXI | New | ISHARES TRput | $20,586,000 | – | 465,000 | +100.0% | 2.69% | – |
| BABA | New | ALIBABA GROUP HLDG LTDput | $14,596,000 | – | 80,000 | +100.0% | 1.91% | – |
| NVDA | New | NVIDIA CORP | $14,365,000 | – | 80,000 | +100.0% | 1.88% | – |
| CTRP | Buy | CTRIP COM INTL LTDsponsored ads | $10,272,000 | +78.4% | 235,100 | +10.5% | 1.34% | +28.8% |
| BZUN | Buy | BAOZUN INCsponsored adr | $10,121,000 | +56.8% | 243,642 | +10.3% | 1.32% | +13.3% |
| TV | Buy | GRUPO TELEVISA SAspon adr rep ord | $7,674,000 | +24.0% | 693,894 | +41.1% | 1.00% | -10.5% |
| ONE | Buy | ONESMART INTL ED GROUP LTDsponsored ads | $7,177,000 | +25.6% | 909,576 | +24.1% | 0.94% | -9.4% |
| CBD | Buy | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $7,028,000 | +16.1% | 301,887 | +3.6% | 0.92% | -16.1% |
| CX | Buy | CEMEX SAB DE CVspon adr new | $6,846,000 | +40.4% | 1,475,467 | +45.8% | 0.89% | +1.4% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $6,828,000 | +213.1% | 166,700 | +182.1% | 0.89% | +126.4% |
| YY | New | YY INCsponsored ads a | $3,605,000 | – | 42,913 | +100.0% | 0.47% | – |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $2,687,000 | – | 52,700 | +100.0% | 0.35% | – |
| COE | Buy | CHINA ONLINE ED GROUPsponsored adr | $1,599,000 | -8.5% | 253,771 | +4.8% | 0.21% | -33.9% |
| NTES | New | NETEASE INCsponsored adr | $1,400,000 | – | 5,800 | +100.0% | 0.18% | – |
| ERJ | Buy | EMBRAER S Acall | $951,000 | +79.1% | 50,000 | +108.3% | 0.12% | +29.2% |
| PDD | New | PINDUODUO INCsponsored ads | $593,000 | – | 23,900 | +100.0% | 0.08% | – |
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 2019-05-15
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.