$590 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 41 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 46.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACMR | Sell | ACM RESH INC | $60,066,000 | +4.6% | 587,615 | -17.4% | 10.18% | +2.7% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $55,291,000 | -8.2% | 243,811 | -8.2% | 9.38% | -9.8% |
| ZLAB | Sell | ZAI LAB LTDadr | $46,381,000 | -9.3% | 262,053 | -31.6% | 7.86% | -10.9% |
| EAF | Buy | GRAFTECH INTL LTD | $30,248,000 | -3.8% | 2,603,083 | +1.2% | 5.13% | -5.5% |
| IMAB | Sell | I MABsponsored ads | $25,957,000 | +8.0% | 309,195 | -37.7% | 4.40% | +6.0% |
| SE | Buy | SEA LTDsponsord ads | $22,959,000 | +74.8% | 83,609 | +42.1% | 3.89% | +71.7% |
| DIDI | New | DIDI GLOBAL INCsponsored ads | $21,562,000 | – | 1,524,915 | +100.0% | 3.66% | – |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $20,641,000 | -24.7% | 4,868,227 | +2.9% | 3.50% | -26.1% |
| GDS | Sell | GDS HLDGS LTDsponsored ads | $19,332,000 | -37.2% | 246,303 | -35.1% | 3.28% | -38.3% |
| JOBS | New | 51JOB INCsponsored ads | $18,939,000 | – | 243,531 | +100.0% | 3.21% | – |
| YUMC | Sell | YUM CHINA HLDGS INC | $16,389,000 | -18.4% | 247,376 | -27.1% | 2.78% | -19.9% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $15,529,000 | +4.7% | 212,371 | +11.3% | 2.63% | +2.9% |
| RLX | Buy | RLX TECHNOLOGY INCsponsored ads | $15,006,000 | +8.8% | 1,718,915 | +29.1% | 2.54% | +6.9% |
| BGNE | Sell | BEIGENE LTDsponsored adr | $14,956,000 | -29.4% | 43,578 | -28.4% | 2.54% | -30.6% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $14,520,000 | -35.7% | 304,527 | -23.2% | 2.46% | -36.9% |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $13,698,000 | +44.0% | 2,670,150 | +31.9% | 2.32% | +41.5% |
| LITE | Buy | LUMENTUM HLDGS INC | $13,166,000 | -4.7% | 160,501 | +6.1% | 2.23% | -6.4% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $12,465,000 | -2.6% | 1,019,177 | -32.5% | 2.11% | -4.4% |
| BIDU | BAIDU INCspon adr rep a | $11,211,000 | -6.3% | 54,983 | 0.0% | 1.90% | -7.9% | |
| FUTU | Sell | FUTU HLDGS LTDspon ads cl a | $11,006,000 | +9.2% | 61,454 | -3.2% | 1.87% | +7.2% |
| YALA | Buy | YALLA GROUP LTDads | $10,730,000 | +121.4% | 536,780 | +177.0% | 1.82% | +117.3% |
| JD | Buy | JD.COM INCspon adr cl a | $10,603,000 | +17.0% | 132,858 | +23.6% | 1.80% | +15.0% |
| CPNG | Buy | COUPANG INCcl a | $9,514,000 | +51.8% | 227,498 | +79.1% | 1.61% | +49.1% |
| ARGX | Sell | ARGENX SEsponsored adr | $8,846,000 | -8.6% | 29,383 | -16.4% | 1.50% | -10.2% |
| TX | New | TERNIUM SAsponsored ads | $8,692,000 | – | 226,004 | +100.0% | 1.47% | – |
| CAN | Buy | CANAAN INCsponsored ads | $8,073,000 | +69.3% | 990,561 | +329.3% | 1.37% | +66.3% |
| DADA | Buy | DADA NEXUS LTDads | $7,946,000 | +19.0% | 273,908 | +11.3% | 1.35% | +16.8% |
| TCOM | Sell | TRIP COM GROUP LTDads | $7,596,000 | -22.7% | 214,220 | -13.6% | 1.29% | -24.1% |
| ASAI | Buy | SENDAS DISTRIBUIDORA S Aspon ads | $7,220,000 | +34.9% | 422,240 | +2.6% | 1.22% | +32.5% |
| AMX | New | AMERICA MOVIL SAB DE CV | $6,927,000 | – | 461,767 | +100.0% | 1.17% | – |
| VIV | Buy | TELEFONICA BRASIL SAnew adr | $6,800,000 | +33.0% | 800,046 | +23.1% | 1.15% | +30.6% |
| GTH | GENETRON HLDGS LTDads | $6,577,000 | -6.2% | 326,575 | 0.0% | 1.12% | -7.9% | |
| YSG | Buy | YATSEN HLDG LTDads | $5,970,000 | +134.0% | 637,144 | +208.4% | 1.01% | +130.0% |
| EDU | New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $5,761,000 | – | 703,426 | +100.0% | 0.98% | – |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $5,494,000 | – | 65,005 | +100.0% | 0.93% | – |
| LEGN | New | LEGEND BIOTECH CORPsponsored ads | $3,887,000 | – | 94,678 | +100.0% | 0.66% | – |
| BILI | Sell | BILIBILI INCspons ads rep z | $3,027,000 | -38.3% | 24,847 | -45.8% | 0.51% | -39.4% |
| BNR | Sell | BURNING ROCK BIOTECH LTDsponsored ads | $2,419,000 | -36.4% | 82,105 | -41.9% | 0.41% | -37.6% |
| HUYA | New | HUYA INC | $1,824,000 | – | 103,371 | +100.0% | 0.31% | – |
| ARCO | ARCOS DORADOS HOLDINGS INC | $1,700,000 | +17.3% | 284,687 | 0.0% | 0.29% | +15.2% | |
| DESP | New | DESPEGAR COM CORP | $859,000 | – | 65,016 | +100.0% | 0.15% | – |
| HCM | Exit | HUTCHISON CHINA MEDITECH LTDsponsored adr | $0 | – | -20,553 | -100.0% | -0.10% | – |
| EH | Exit | EHANG HLDGS LTDads | $0 | – | -26,633 | -100.0% | -0.17% | – |
| GRCL | Exit | GRACELL BIOTECHNOLOGIES INCsponsored ads | $0 | – | -86,315 | -100.0% | -0.23% | – |
| SECO | Exit | SECOO HLDG LTDadr | $0 | – | -707,366 | -100.0% | -0.31% | – |
| GOTU | Exit | GSX TECHEDU INCsponsored ads | $0 | – | -66,000 | -100.0% | -0.39% | – |
| LI | Exit | LI AUTO INCsponsored ads | $0 | – | -190,950 | -100.0% | -0.82% | – |
| ABEV | Exit | AMBEV SAsponsored adr | $0 | – | -1,823,992 | -100.0% | -0.86% | – |
| BZUN | Exit | BAOZUN INCsponsored adr | $0 | – | -149,462 | -100.0% | -0.98% | – |
| CBD | Exit | COMPANHIA BRASILEIRA DE DISTsponsored adr | $0 | – | -1,103,386 | -100.0% | -1.11% | – |
| TV | Exit | GRUPO TELEVISA SAspon adr rep ord | $0 | – | -929,134 | -100.0% | -1.42% | – |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -914,152 | -100.0% | -2.53% | – |
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 2021-08-16
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.