$579 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 43 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 45.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $60,240,000 | -7.6% | 265,689 | -5.1% | 10.40% | +3.0% |
| ACMR | Sell | ACM RESEARCH INC | $57,442,000 | -10.9% | 711,010 | -10.4% | 9.92% | -0.7% |
| ZLAB | Sell | ZAI LAB LTDadr | $51,148,000 | -17.1% | 383,331 | -15.9% | 8.83% | -7.7% |
| EAF | Sell | GRAFTECH INTL LTD | $31,451,000 | +5.7% | 2,571,603 | -7.9% | 5.43% | +17.8% |
| GDS | Sell | GDS HLDGS LTDsponsored ads | $30,789,000 | -27.2% | 379,690 | -15.9% | 5.31% | -18.9% |
| BEDU | Sell | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $27,428,000 | -1.8% | 4,728,946 | -2.5% | 4.73% | +9.4% |
| IMAB | Buy | I MABsponsored ads | $24,041,000 | +284.7% | 495,989 | +274.2% | 4.15% | +328.7% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $22,598,000 | -59.5% | 396,588 | -56.3% | 3.90% | -54.9% |
| BGNE | Sell | BEIGENE LTDsponsored adr | $21,177,000 | -21.2% | 60,840 | -41.5% | 3.66% | -12.2% |
| YUMC | Sell | YUM CHINA HLDGS INC | $20,090,000 | -29.0% | 339,307 | -31.5% | 3.47% | -20.9% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $14,830,000 | +12.9% | 190,881 | +5.0% | 2.56% | +25.7% |
| IBN | Sell | ICICI BANK LIMITEDadr | $14,654,000 | -44.7% | 914,152 | -48.7% | 2.53% | -38.4% |
| LITE | Buy | LUMENTUM HLDGS INC | $13,816,000 | +88.5% | 151,241 | +95.6% | 2.38% | +109.9% |
| RLX | New | RLX TECHNOLOGY INCsponsored ads | $13,789,000 | – | 1,330,969 | +100.0% | 2.38% | – |
| SE | Sell | SEA LTDsponsord ads | $13,132,000 | -0.7% | 58,826 | -11.5% | 2.27% | +10.6% |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $12,802,000 | +19.8% | 1,509,688 | +58.6% | 2.21% | +33.5% |
| BIDU | Buy | BAIDU INCspon adr rep a | $11,962,000 | +16.1% | 54,983 | +15.4% | 2.06% | +29.3% |
| FUTU | Sell | FUTU HLDGS LTDspon ads cl a | $10,078,000 | +156.1% | 63,453 | -26.2% | 1.74% | +185.2% |
| TCOM | Buy | TRIP COM GROUP LTDads | $9,831,000 | +19.1% | 248,066 | +1.4% | 1.70% | +32.7% |
| ARGX | Buy | ARGENX SEsponsored adr | $9,675,000 | +18.6% | 35,132 | +26.6% | 1.67% | +32.1% |
| BBD | Sell | BANCO BRADESCO S Asp adr pfd new | $9,514,000 | -36.8% | 2,024,210 | -29.3% | 1.64% | -29.6% |
| JD | Buy | JD.COM INCspon adr cl a | $9,062,000 | +20.5% | 107,459 | +25.6% | 1.56% | +34.1% |
| TV | Sell | GRUPO TELEVISA SAspon adr rep ord | $8,232,000 | -17.2% | 929,134 | -23.0% | 1.42% | -7.8% |
| GTH | Buy | GENETRON HLDGS LTDads | $7,008,000 | +181.0% | 326,575 | +83.3% | 1.21% | +212.7% |
| DADA | Buy | DADA NEXUS LTDads | $6,680,000 | -17.2% | 246,139 | +11.4% | 1.15% | -7.8% |
| CBD | Buy | COMPANHIA BRASILEIRA DE DISTsponsored adr | $6,422,000 | +34.7% | 1,103,386 | +231.4% | 1.11% | +49.9% |
| CPNG | New | COUPANG INCcl a | $6,268,000 | – | 127,020 | +100.0% | 1.08% | – |
| BZUN | Sell | BAOZUN INCsponsored adr | $5,700,000 | -24.3% | 149,462 | -31.8% | 0.98% | -15.6% |
| ASAI | New | SENDAS DISTRIBUIDORA S Aspon ads | $5,351,000 | – | 411,628 | +100.0% | 0.92% | – |
| VIV | Sell | TELEFONICA BRASIL SAnew adr | $5,113,000 | -37.9% | 649,667 | -30.1% | 0.88% | -30.8% |
| ABEV | Sell | AMBEV SAsponsored adr | $4,998,000 | -45.4% | 1,823,992 | -39.0% | 0.86% | -39.1% |
| BILI | New | BILIBILI INCspons ads rep z | $4,908,000 | – | 45,847 | +100.0% | 0.85% | – |
| YALA | New | YALLA GROUP LTDads | $4,847,000 | – | 193,800 | +100.0% | 0.84% | – |
| LI | Buy | LI AUTO INCsponsored ads | $4,774,000 | +0.2% | 190,950 | +15.6% | 0.82% | +11.7% |
| CAN | New | CANAAN INCsponsored ads | $4,769,000 | – | 230,736 | +100.0% | 0.82% | – |
| BNR | Sell | BURNING ROCK BIOTECH LTDsponsored ads | $3,805,000 | +13.9% | 141,350 | -2.2% | 0.66% | +26.8% |
| YSG | Sell | YATSEN HLDG LTDads | $2,551,000 | -31.4% | 206,589 | -5.6% | 0.44% | -23.7% |
| GOTU | New | GSX TECHEDU INCsponsored ads | $2,236,000 | – | 66,000 | +100.0% | 0.39% | – |
| SECO | Sell | SECOO HLDG LTDadr | $1,790,000 | -72.6% | 707,366 | -75.1% | 0.31% | -69.5% |
| ARCO | ARCOS DORADOS HOLDINGS INC | $1,449,000 | +1.2% | 284,687 | 0.0% | 0.25% | +12.6% | |
| GRCL | New | GRACELL BIOTECHNOLOGIES INCsponsored ads | $1,329,000 | – | 86,315 | +100.0% | 0.23% | – |
| EH | New | EHANG HLDGS LTDads | $986,000 | – | 26,633 | +100.0% | 0.17% | – |
| HCM | New | HUTCHISON CHINA MEDITECH LTDsponsored adr | $581,000 | – | 20,553 | +100.0% | 0.10% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -44,218 | -100.0% | -0.12% | – |
| XP | Exit | XP INCcl a | $0 | – | -32,467 | -100.0% | -0.20% | – |
| QQQ | Exit | INVESCO QQQ TRput | $0 | – | -7,000 | -100.0% | -0.34% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -33,320 | -100.0% | -0.42% | – |
| COE | Exit | CHINA ONLINE ED GROUPsponsored adr | $0 | – | -148,391 | -100.0% | -0.62% | – |
| FMX | Exit | FOMENTO ECONOMICO MEXICANO Sspon adr units | $0 | – | -56,163 | -100.0% | -0.66% | – |
| GGB | Exit | GERDAU SAspon adr rep pfd | $0 | – | -1,463,040 | -100.0% | -1.06% | – |
| ONE | Exit | ONESMART INTL ED GROUP LTDsponsored ads | $0 | – | -2,578,344 | -100.0% | -1.52% | – |
| VIPS | Exit | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $0 | – | -384,774 | -100.0% | -1.68% | – |
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 2021-05-14
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.