$611 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 38 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 80.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACMR | Sell | ACM RESEARCH INC | $65,968,000 | +81.4% | 1,057,854 | -13.9% | 10.80% | +75.3% |
| GDS | Buy | GDS HLDGS LTDsponsored ads | $60,759,000 | +192.7% | 762,728 | +113.0% | 9.95% | +183.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $54,796,000 | -30.6% | 254,038 | -37.5% | 8.97% | -32.9% |
| ZLAB | Sell | ZAI LAB LTDadr | $50,239,000 | +22.7% | 611,704 | -23.1% | 8.23% | +18.6% |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $37,688,000 | +18.4% | 4,794,898 | +1.4% | 6.17% | +14.5% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $27,099,000 | -37.4% | 596,111 | -47.0% | 4.44% | -39.5% |
| EAF | Buy | GRAFTECH INTL LTD | $27,042,000 | +21.6% | 3,388,704 | +23.7% | 4.43% | +17.6% |
| ARGX | Sell | ARGENX SEsponsored adr | $25,878,000 | +7.1% | 114,896 | -37.3% | 4.24% | +3.6% |
| HUYA | New | HUYA INC | $25,350,000 | – | 1,357,768 | +100.0% | 4.15% | – |
| BGNE | Buy | BEIGENE LTDsponsored adr | $20,227,000 | +64.2% | 107,361 | +7.3% | 3.31% | +58.8% |
| SE | Sell | SEA LTDsponsored ads | $19,624,000 | +31.0% | 182,989 | -45.9% | 3.21% | +26.6% |
| YUMC | Buy | YUM CHINA HLDGS INC | $19,355,000 | +92.9% | 402,643 | +71.0% | 3.17% | +86.5% |
| VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $16,999,000 | +12.1% | 853,774 | -12.3% | 2.78% | +8.4% |
| IPGP | Sell | IPG PHOTONICS CORP | $15,311,000 | +24.7% | 95,459 | -14.3% | 2.51% | +20.6% |
| ONE | Buy | ONESMART INTL ED GROUP LTDsponsored ads | $11,982,000 | -17.3% | 3,048,905 | +7.4% | 1.96% | -20.0% |
| SECO | Sell | SECOO HLDG LTDadr | $10,660,000 | -17.6% | 3,300,390 | -4.1% | 1.74% | -20.4% |
| BZUN | New | BAOZUN INCsponsored adr | $9,485,000 | – | 246,681 | +100.0% | 1.55% | – |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $8,422,000 | -54.4% | 148,217 | -62.7% | 1.38% | -55.9% |
| JD | New | JD.COM INCspon adr cl a | $8,070,000 | – | 134,100 | +100.0% | 1.32% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $8,011,000 | +23.3% | 66,818 | +3.7% | 1.31% | +19.3% |
| TCOM | Sell | TRIP COM GROUP LTDads | $7,898,000 | -18.6% | 304,700 | -26.3% | 1.29% | -21.3% |
| TV | Buy | GRUPO TELEVISA SAspon adr rep ord | $6,583,000 | +48.2% | 1,256,285 | +64.0% | 1.08% | +43.4% |
| COE | Buy | CHINA ONLINE ED GROUPsponsored adr | $6,423,000 | -5.3% | 250,101 | +6.9% | 1.05% | -8.4% |
| INFY | Sell | INFOSYS LTDsponsored adr | $6,387,000 | +11.6% | 661,157 | -5.2% | 1.05% | +7.9% |
| VIV | New | TELEFONICA BRASIL SAsponsored adr | $6,387,000 | – | 720,900 | +100.0% | 1.05% | – |
| ABEV | Buy | AMBEV SAsponsored adr | $6,319,000 | +27.9% | 2,393,700 | +11.4% | 1.04% | +23.8% |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $5,916,000 | – | 95,400 | +100.0% | 0.97% | – |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDcall | $5,887,000 | – | 295,700 | +100.0% | 0.96% | – |
| CBD | New | COMPANHIA BRASILEIRA DE DISTsponsored adr | $5,827,000 | – | 445,806 | +100.0% | 0.95% | – |
| LEGN | New | LEGEND BIOTECH CORPsponsored ads | $5,282,000 | – | 124,100 | +100.0% | 0.86% | – |
| BBD | New | BANCO BRADESCO S Asp adr pfd new | $5,261,000 | – | 1,380,926 | +100.0% | 0.86% | – |
| RPRX | New | ROYALTY PHARMA PLC | $3,466,000 | – | 71,400 | +100.0% | 0.57% | – |
| API | New | AGORA INCads | $3,428,000 | – | 77,600 | +100.0% | 0.56% | – |
| MELI | New | MERCADOLIBRE INC | $3,408,000 | – | 3,457 | +100.0% | 0.56% | – |
| EDU | New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $3,378,000 | – | 25,942 | +100.0% | 0.55% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $2,720,000 | – | 328,900 | +100.0% | 0.44% | – |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $2,475,000 | -56.7% | 527,790 | -58.6% | 0.40% | -58.2% |
| DADA | New | DADA NEXUS LTDads | $749,000 | – | 33,569 | +100.0% | 0.12% | – |
| ERJ | Exit | EMBRAER SAcall | $0 | – | -58,100 | -100.0% | -0.07% | – |
| ARCO | Exit | ARCOS DORADOS HOLDINGS INC | $0 | – | -306,578 | -100.0% | -0.17% | – |
| CHL | Exit | CHINA MOBILE LIMITEDsponsored adr | $0 | – | -29,200 | -100.0% | -0.19% | – |
| TME | Exit | TENCENT MUSIC ENTMT GROUPspon ads | $0 | – | -123,300 | -100.0% | -0.21% | – |
| BAP | Exit | CREDICORP LTD | $0 | – | -14,912 | -100.0% | -0.36% | – |
| QD | Exit | QUDIAN INCadr | $0 | – | -1,374,298 | -100.0% | -0.42% | – |
| GGB | Exit | GERDAU SAspon adr rep pfd | $0 | – | -1,476,268 | -100.0% | -0.48% | – |
| VIR | Exit | VIR BIOTECHNOLOGY INC | $0 | – | -87,638 | -100.0% | -0.51% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -84,600 | -100.0% | -0.54% | – |
| NXTC | Exit | NEXTCURE INC | $0 | – | -94,699 | -100.0% | -0.59% | – |
| GILD | Exit | GILEAD SCIENCES INCcall | $0 | – | -51,000 | -100.0% | -0.65% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -594,600 | -100.0% | -0.84% | – |
| CX | Exit | CEMEX SAB DE CVspon adr new | $0 | – | -2,346,800 | -100.0% | -0.84% | – |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -593,100 | -100.0% | -0.85% | – |
| MRNA | Exit | MODERNA INC | $0 | – | -227,756 | -100.0% | -1.16% | – |
| MDT | Exit | MEDTRONIC PLCcall | $0 | – | -84,000 | -100.0% | -1.28% | – |
| SPY | Exit | SPDR S&P 500 ETF TRUSTcall | $0 | – | -120,000 | -100.0% | -5.24% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDcall | $0 | – | -269,800 | -100.0% | -8.88% | – |
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 2020-08-13
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.