$612 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 36 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 54.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $76,336,000 | -11.3% | 450,492 | -4.5% | 12.47% | +10.9% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $71,359,000 | +10.7% | 548,744 | -1.3% | 11.66% | +38.5% |
| IBN | Buy | ICICI BK LTDadr | $63,620,000 | +11.9% | 5,053,241 | +1.9% | 10.39% | +39.9% |
| MLCO | Sell | MELCO RESORTS AND ENTMT LTDadr | $47,981,000 | -34.9% | 2,209,092 | -32.3% | 7.84% | -18.6% |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $46,047,000 | +10.3% | 5,082,402 | +25.8% | 7.52% | +37.9% |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $34,115,000 | – | 538,175 | +100.0% | 5.57% | – |
| QD | Sell | QUDIAN INCadr | $33,933,000 | +21.6% | 4,524,405 | -18.0% | 5.54% | +52.0% |
| TSG | Sell | STARS GROUP INC | $29,970,000 | -64.7% | 1,755,723 | -63.8% | 4.90% | -55.8% |
| BZUN | Buy | BAOZUN INCsponsored adr | $28,073,000 | +177.4% | 563,038 | +131.1% | 4.58% | +246.8% |
| VIPS | Sell | VIPSHOP HLDGS LTDsponsored ads a | $21,445,000 | -12.2% | 2,484,885 | -18.3% | 3.50% | +9.8% |
| EAF | Sell | GRAFTECH INTL LTD | $17,937,000 | -10.2% | 1,559,745 | -0.1% | 2.93% | +12.4% |
| SPY | New | SPDR S&P 500 ETF TRcall | $17,844,000 | – | 60,900 | +100.0% | 2.92% | – |
| ONE | Buy | ONESMART INTL ED GROUP LTDsponsored ads | $11,738,000 | +63.6% | 1,474,575 | +62.1% | 1.92% | +104.6% |
| ZLAB | New | ZAI LAB LTDadr | $10,891,000 | – | 312,345 | +100.0% | 1.78% | – |
| SECO | Buy | SECOO HLDG LTDadr | $10,693,000 | +40.5% | 1,406,910 | +62.0% | 1.75% | +75.8% |
| NVDA | Sell | NVIDIA CORP | $9,854,000 | -31.4% | 60,000 | -25.0% | 1.61% | -14.2% |
| CTRP | Sell | CTRIP COM INTL LTDsponsored ads | $8,441,000 | -17.8% | 228,700 | -2.7% | 1.38% | +2.8% |
| YUMC | YUM CHINA HLDGS INC | $8,290,000 | +2.9% | 179,434 | 0.0% | 1.35% | +28.7% | |
| BIDU | Sell | BAIDU INCspon adr rep a | $7,828,000 | -92.6% | 66,699 | -89.6% | 1.28% | -90.7% |
| EDU | Sell | NEW ORIENTAL ED & TECH GRP Ispon adr | $7,673,000 | -3.9% | 79,444 | -10.4% | 1.25% | +20.1% |
| BEST | Buy | BEST INCsponsored ads | $7,579,000 | +14.9% | 1,375,483 | +9.0% | 1.24% | +43.8% |
| CBD | Buy | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $7,527,000 | +7.1% | 307,487 | +1.9% | 1.23% | +33.9% |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $5,977,000 | – | 383,850 | +100.0% | 0.98% | – |
| ITUB | Buy | ITAU UNIBANCO HLDG SAspon adr rep pfd | $5,763,000 | +22.3% | 611,763 | +14.4% | 0.94% | +53.0% |
| AMX | New | AMERICA MOVIL SAB DE CV | $3,787,000 | – | 260,100 | +100.0% | 0.62% | – |
| CX | Sell | CEMEX SAB DE CVspon adr new | $3,464,000 | -49.4% | 816,949 | -44.6% | 0.57% | -36.7% |
| HTHT | New | HUAZHU GROUP LTDsponsored ads | $2,953,000 | – | 81,471 | +100.0% | 0.48% | – |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,315,000 | -66.1% | 59,096 | -64.5% | 0.38% | -57.6% |
| COE | CHINA ONLINE ED GROUPsponsored adr | $1,913,000 | +19.6% | 253,771 | 0.0% | 0.31% | +49.3% | |
| HCM | New | HUTCHISON CHINA MEDITECH LTDsponsored adr | $1,540,000 | – | 70,000 | +100.0% | 0.25% | – |
| NXTC | New | NEXTCURE INC | $1,407,000 | – | 93,946 | +100.0% | 0.23% | – |
| GGB | New | GERDAU S Aspon adr rep pfd | $1,288,000 | – | 331,200 | +100.0% | 0.21% | – |
| PDD | Buy | PINDUODUO INCsponsored ads | $930,000 | +56.8% | 45,100 | +88.7% | 0.15% | +97.4% |
| YTRA | Buy | YATRA ONLINE INC | $849,000 | -14.2% | 227,133 | +12.8% | 0.14% | +7.8% |
| PKX | New | POSCOsponsored adr | $738,000 | – | 13,900 | +100.0% | 0.12% | – |
| MEIP | Sell | MEI PHARMA INC | $137,000 | -92.9% | 54,638 | -91.3% | 0.02% | -91.3% |
| ERJ | Exit | EMBRAER S Acall | $0 | – | -50,000 | -100.0% | -0.12% | – |
| MOMO | Exit | MOMO INCadr | $0 | – | -27,062 | -100.0% | -0.14% | – |
| NTES | Exit | NETEASE INCsponsored adr | $0 | – | -5,800 | -100.0% | -0.18% | – |
| CHL | Exit | CHINA MOBILE LIMITEDsponsored adr | $0 | – | -52,700 | -100.0% | -0.35% | – |
| YY | Exit | YY INCsponsored ads a | $0 | – | -42,913 | -100.0% | -0.47% | – |
| TV | Exit | GRUPO TELEVISA SAspon adr rep ord | $0 | – | -693,894 | -100.0% | -1.00% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDput | $0 | – | -80,000 | -100.0% | -1.91% | – |
| FXI | Exit | ISHARES TRput | $0 | – | -465,000 | -100.0% | -2.69% | – |
| BIDU | Exit | BAIDU INCcall | $0 | – | -150,000 | -100.0% | -3.23% | – |
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 2019-08-14
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.