$600 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 37 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 47.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $105,166,000 | +37.8% | 628,871 | +39.6% | 17.52% | +40.5% |
| HUYA | New | HUYA INC | $53,774,000 | – | 2,274,703 | +100.0% | 8.96% | – |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $50,650,000 | +10.0% | 5,237,814 | +3.1% | 8.44% | +12.2% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $44,766,000 | -37.3% | 784,684 | +43.0% | 7.46% | -36.0% |
| BGNE | New | BEIGENE LTDsponsored adr | $32,637,000 | – | 266,510 | +100.0% | 5.44% | – |
| YUMC | Buy | YUM CHINA HLDGS INC | $31,151,000 | +275.8% | 685,695 | +282.1% | 5.19% | +283.4% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $28,500,000 | -16.5% | 472,914 | -12.1% | 4.75% | -14.8% |
| MLCO | Sell | MELCO RESORTS AND ENTMT LTDadr | $27,948,000 | -41.8% | 1,439,857 | -34.8% | 4.66% | -40.6% |
| ZLAB | Buy | ZAI LAB LTDadr | $22,703,000 | +108.5% | 701,803 | +124.7% | 3.78% | +112.6% |
| EAF | Buy | GRAFTECH INTL LTD | $20,292,000 | +13.1% | 1,585,350 | +1.6% | 3.38% | +15.4% |
| VIPS | Sell | VIPSHOP HLDGS LTDsponsored ads a | $17,157,000 | -20.0% | 1,923,462 | -22.6% | 2.86% | -18.4% |
| BZUN | Sell | BAOZUN INCsponsored adr | $15,607,000 | -44.4% | 365,492 | -35.1% | 2.60% | -43.3% |
| SECO | Buy | SECOO HLDG LTDadr | $12,817,000 | +19.9% | 1,913,053 | +36.0% | 2.14% | +22.3% |
| ONE | Buy | ONESMART INTL ED GROUP LTDsponsored ads | $11,062,000 | -5.8% | 1,496,908 | +1.5% | 1.84% | -3.9% |
| CTRP | Buy | CTRIP COM INTL LTDsponsored ads | $10,843,000 | +28.5% | 370,200 | +61.9% | 1.81% | +31.0% |
| IBN | Sell | ICICI BK LTDadr | $10,133,000 | -84.1% | 831,957 | -83.5% | 1.69% | -83.8% |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $9,856,000 | +64.9% | 681,150 | +77.5% | 1.64% | +68.2% |
| NET | New | CLOUDFLARE INC | $9,099,000 | – | 490,000 | +100.0% | 1.52% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $8,878,000 | +13.4% | 86,399 | +29.5% | 1.48% | +15.6% |
| ITUB | Buy | ITAU UNIBANCO HLDG SAspon adr rep pfd | $7,874,000 | +36.6% | 936,218 | +53.0% | 1.31% | +39.4% |
| NVDA | Sell | NVIDIA CORP | $7,833,000 | -20.5% | 45,000 | -25.0% | 1.30% | -18.9% |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $7,775,000 | – | 84,900 | +100.0% | 1.30% | – |
| QD | Sell | QUDIAN INCadr | $7,353,000 | -78.3% | 1,067,133 | -76.4% | 1.22% | -77.9% |
| INDA | New | ISHARES TRput | $6,143,000 | – | 183,000 | +100.0% | 1.02% | – |
| EDU | Sell | NEW ORIENTAL ED & TECH GRP Ispon adr | $5,733,000 | -25.3% | 51,761 | -34.8% | 0.96% | -23.8% |
| CBD | Sell | COMPANHIA BRASILEIRA DE DISTspn adr pfd cl a | $5,478,000 | -27.2% | 284,887 | -7.3% | 0.91% | -25.7% |
| TV | New | GRUPO TELEVISA SAspon adr rep ord | $4,643,000 | – | 474,742 | +100.0% | 0.77% | – |
| PDD | Buy | PINDUODUO INCsponsored ads | $4,106,000 | +341.5% | 127,440 | +182.6% | 0.68% | +350.0% |
| VALE | New | VALE S Asponsored ads | $4,037,000 | – | 351,066 | +100.0% | 0.67% | – |
| AMX | AMERICA MOVIL SAB DE CV | $3,865,000 | +2.1% | 260,100 | 0.0% | 0.64% | +4.0% | |
| GDS | New | GDS HLDGS LTDsponsored ads | $2,806,000 | – | 70,000 | +100.0% | 0.47% | – |
| COE | CHINA ONLINE ED GROUPsponsored adr | $1,924,000 | +0.6% | 253,771 | 0.0% | 0.32% | +2.9% | |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,724,000 | -25.5% | 37,100 | -37.2% | 0.29% | -24.1% |
| HTHT | Sell | HUAZHU GROUP LTDsponsored ads | $1,696,000 | -42.6% | 51,371 | -36.9% | 0.28% | -41.3% |
| NXTC | Sell | NEXTCURE INC | $1,678,000 | +19.3% | 54,401 | -42.1% | 0.28% | +21.7% |
| ARCO | New | ARCOS DORADOS HOLDINGS INC | $1,237,000 | – | 184,094 | +100.0% | 0.21% | – |
| GGB | Buy | GERDAU S Aspon adr rep pfd | $1,204,000 | -6.5% | 382,300 | +15.4% | 0.20% | -4.3% |
| MEIP | Exit | MEI PHARMA INC | $0 | – | -54,638 | -100.0% | -0.02% | – |
| PKX | Exit | POSCOsponsored adr | $0 | – | -13,900 | -100.0% | -0.12% | – |
| YTRA | Exit | YATRA ONLINE INC | $0 | – | -227,133 | -100.0% | -0.14% | – |
| HCM | Exit | HUTCHISON CHINA MEDITECH LTDsponsored adr | $0 | – | -70,000 | -100.0% | -0.25% | – |
| CX | Exit | CEMEX SAB DE CVspon adr new | $0 | – | -816,949 | -100.0% | -0.57% | – |
| BEST | Exit | BEST INCsponsored ads | $0 | – | -1,375,483 | -100.0% | -1.24% | – |
| SPY | Exit | SPDR S&P 500 ETF TRcall | $0 | – | -60,900 | -100.0% | -2.92% | – |
| TSG | Exit | STARS GROUP INC | $0 | – | -1,755,723 | -100.0% | -4.90% | – |
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 2019-11-14
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.