$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 83.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IMAB | Buy | I MABsponsored ads | $24,041,000 | +284.7% | 495,989 | +274.2% | 4.15% | +328.7% |
HDB | Buy | HDFC BANK LTDsponsored ads | $14,830,000 | +12.9% | 190,881 | +5.0% | 2.56% | +25.7% |
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% | – |
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% |
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% |
JD | Buy | JD.COM INCspon adr cl a | $9,062,000 | +20.5% | 107,459 | +25.6% | 1.56% | +34.1% |
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% | – |
ASAI | New | SENDAS DISTRIBUIDORA S Aspon ads | $5,351,000 | – | 411,628 | +100.0% | 0.92% | – |
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% | – |
GOTU | New | GSX TECHEDU INCsponsored ads | $2,236,000 | – | 66,000 | +100.0% | 0.39% | – |
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% | – |
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.