$676 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 43 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACMR | Buy | ACM RESEARCH INC | $78,167,000 | +18.5% | 1,131,216 | +6.9% | 11.56% | +7.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $71,877,000 | +31.2% | 244,497 | -3.8% | 10.62% | +18.4% |
| BEKE | New | KE HLDGS INCsponsored ads | $53,033,000 | – | 865,135 | +100.0% | 7.84% | – |
| ZLAB | Sell | ZAI LAB LTDadr | $48,130,000 | -4.2% | 578,692 | -5.4% | 7.12% | -13.5% |
| GDS | Sell | GDS HLDGS LTDsponsored ads | $37,516,000 | -38.3% | 458,464 | -39.9% | 5.55% | -44.3% |
| YUMC | Buy | YUM CHINA HLDGS INC | $37,175,000 | +92.1% | 702,080 | +74.4% | 5.50% | +73.4% |
| QQQ | New | INVESCO QQQ TRput | $31,258,000 | – | 112,500 | +100.0% | 4.62% | – |
| BEDU | Sell | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $30,011,000 | -20.4% | 4,696,558 | -2.1% | 4.44% | -28.1% |
| BGNE | Sell | BEIGENE LTDsponsored adr | $27,017,000 | +33.6% | 94,321 | -12.1% | 3.99% | +20.6% |
| EAF | Buy | GRAFTECH INTL LTD | $25,102,000 | -7.2% | 3,669,934 | +8.3% | 3.71% | -16.2% |
| VIPS | Buy | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $18,153,000 | +6.8% | 1,160,662 | +35.9% | 2.68% | -3.6% |
| SE | Sell | SEA LTDsponsord ads | $16,020,000 | -18.4% | 103,996 | -43.2% | 2.37% | -26.3% |
| ONE | Buy | ONESMART INTL ED GROUP LTDsponsored ads | $14,588,000 | +21.7% | 3,249,002 | +6.6% | 2.16% | +9.9% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $12,339,000 | -54.5% | 246,976 | -58.6% | 1.82% | -58.9% |
| ARGX | Sell | ARGENX SEsponsored adr | $11,695,000 | -54.8% | 44,550 | -61.2% | 1.73% | -59.2% |
| HUYA | Sell | HUYA INC | $11,566,000 | -54.4% | 482,917 | -64.4% | 1.71% | -58.8% |
| IBN | New | ICICI BANK LIMITEDadr | $11,384,000 | – | 1,158,089 | +100.0% | 1.68% | – |
| IPGP | Sell | IPG PHOTONICS CORP | $10,233,000 | -33.2% | 60,206 | -36.9% | 1.51% | -39.6% |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $9,852,000 | +87.3% | 2,872,192 | +108.0% | 1.46% | +69.1% |
| BIDU | Buy | BAIDU INCspon adr rep a | $8,884,000 | +10.9% | 70,177 | +5.0% | 1.31% | +0.1% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $8,824,000 | +4.8% | 127,108 | -14.2% | 1.30% | -5.4% |
| TV | Buy | GRUPO TELEVISA SAspon adr rep ord | $8,768,000 | +33.2% | 1,418,749 | +12.9% | 1.30% | +20.2% |
| SECO | Sell | SECOO HLDG LTDadr | $8,591,000 | -19.4% | 3,217,483 | -2.5% | 1.27% | -27.2% |
| JD | Sell | JD.COM INCspon adr cl a | $8,572,000 | +6.2% | 110,446 | -17.6% | 1.27% | -4.1% |
| LI | New | LI AUTO INCsponsored ads | $8,548,000 | – | 491,550 | +100.0% | 1.26% | – |
| BZUN | BAOZUN INCsponsored adr | $8,015,000 | -15.5% | 246,681 | 0.0% | 1.18% | -23.7% | |
| TCOM | Sell | TRIP COM GROUP LTDads | $6,932,000 | -12.2% | 222,600 | -26.9% | 1.02% | -20.7% |
| DADA | Buy | DADA NEXUS LTDads | $6,842,000 | +813.5% | 258,494 | +670.0% | 1.01% | +722.0% |
| VIV | Buy | TELEFONICA BRASIL SAsponsored adr | $5,986,000 | -6.3% | 780,437 | +8.3% | 0.88% | -15.4% |
| ABEV | Buy | AMBEV SAsponsored adr | $5,853,000 | -7.4% | 2,589,696 | +8.2% | 0.86% | -16.4% |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $5,654,000 | +107.9% | 794,157 | +141.5% | 0.84% | +87.9% |
| EDU | Buy | NEW ORIENTAL ED & TECHNOLOGYspon adr | $5,015,000 | +48.5% | 33,542 | +29.3% | 0.74% | +34.0% |
| COE | CHINA ONLINE ED GROUPsponsored adr | $4,769,000 | -25.8% | 250,101 | 0.0% | 0.70% | -33.0% | |
| IMAB | New | I MABsponsored ads | $4,767,000 | – | 101,353 | +100.0% | 0.70% | – |
| VALE | New | VALE S Asponsored ads | $4,572,000 | – | 432,160 | +100.0% | 0.68% | – |
| FMX | Sell | FOMENTO ECONOMICO MEXICANO Sspon adr units | $3,747,000 | -36.7% | 66,678 | -30.1% | 0.55% | -42.8% |
| NTES | New | NETEASE INCsponsored ads | $2,694,000 | – | 5,925 | +100.0% | 0.40% | – |
| U | New | UNITY SOFTWARE INC | $1,247,000 | – | 14,293 | +100.0% | 0.18% | – |
| ARCO | New | ARCOS DORADOS HOLDINGS INC | $916,000 | – | 223,376 | +100.0% | 0.14% | – |
| GTH | New | GENETRON HLDGS LTDads | $574,000 | – | 48,090 | +100.0% | 0.08% | – |
| FUTU | New | FUTU HLDGS LTDspon ads cl a | $564,000 | – | 19,700 | +100.0% | 0.08% | – |
| API | Sell | AGORA INCads | $529,000 | -84.6% | 12,303 | -84.1% | 0.08% | -86.1% |
| EAF | New | GRAFTECH INTL LTDcall | $499,000 | – | 73,000 | +100.0% | 0.07% | – |
| ITUB | Exit | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $0 | – | -527,790 | -100.0% | -0.40% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -3,457 | -100.0% | -0.56% | – |
| RPRX | Exit | ROYALTY PHARMA PLC | $0 | – | -71,400 | -100.0% | -0.57% | – |
| LEGN | Exit | LEGEND BIOTECH CORPsponsored ads | $0 | – | -124,100 | -100.0% | -0.86% | – |
| CBD | Exit | COMPANHIA BRASILEIRA DE DISTsponsored adr | $0 | – | -445,806 | -100.0% | -0.95% | – |
| VIPS | Exit | VIPSHOP HOLDINGS LIMITEDcall | $0 | – | -295,700 | -100.0% | -0.96% | – |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -661,157 | -100.0% | -1.05% | – |
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 2020-11-13
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.