$580 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 34 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 36.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACMR | Sell | ACM RESH INC | $58,086,000 | -3.3% | 528,059 | -10.1% | 10.02% | -1.6% |
| JOBS | Buy | 51JOB INCsponsored ads | $54,572,000 | +188.1% | 784,873 | +222.3% | 9.41% | +193.1% |
| BEKE | Buy | KE HLDGS INCsponsored ads | $51,542,000 | +255.0% | 2,822,662 | +826.9% | 8.89% | +261.0% |
| SE | Buy | SEA LTDsponsord ads | $49,216,000 | +114.4% | 154,413 | +84.7% | 8.49% | +118.0% |
| GDS | Buy | GDS HLDGS LTDsponsored ads | $46,431,000 | +140.2% | 820,182 | +233.0% | 8.01% | +144.3% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $28,443,000 | -48.6% | 192,117 | -21.2% | 4.90% | -47.7% |
| EAF | Sell | GRAFTECH INTL LTD | $26,547,000 | -12.2% | 2,572,366 | -1.2% | 4.58% | -10.7% |
| VNET | New | 21VIANET GROUP INCsponsored ads a | $23,650,000 | – | 1,366,247 | +100.0% | 4.08% | – |
| YUMC | Buy | YUM CHINA HLDGS INC | $21,995,000 | +34.2% | 378,498 | +53.0% | 3.79% | +36.5% |
| ZLAB | Sell | ZAI LAB LTDadr | $21,926,000 | -52.7% | 208,051 | -20.6% | 3.78% | -51.9% |
| IMAB | Sell | I MABsponsored ads | $17,851,000 | -31.2% | 246,256 | -20.4% | 3.08% | -30.1% |
| RLX | Buy | RLX TECHNOLOGY INCsponsored ads | $15,789,000 | +5.2% | 3,493,116 | +103.2% | 2.72% | +7.0% |
| HDB | HDFC BANK LTDsponsored ads | $15,522,000 | -0.0% | 212,371 | 0.0% | 2.68% | +1.7% | |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $14,290,000 | -30.8% | 4,979,147 | +2.3% | 2.46% | -29.6% |
| LITE | LUMENTUM HLDGS INC | $13,408,000 | +1.8% | 160,501 | 0.0% | 2.31% | +3.6% | |
| JD | Buy | JD.COM INCspon adr cl a | $11,075,000 | +4.5% | 153,310 | +15.4% | 1.91% | +6.2% |
| BBD | Buy | BANCO BRADESCO S Asp adr pfd new | $10,357,000 | -24.4% | 2,704,297 | +1.3% | 1.79% | -23.1% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $9,900,000 | -20.6% | 957,416 | -6.1% | 1.71% | -19.2% |
| BIDU | Buy | BAIDU INCspon adr rep a | $9,653,000 | -13.9% | 62,783 | +14.2% | 1.66% | -12.4% |
| IBN | New | ICICI BANK LIMITEDadr | $8,994,000 | – | 476,621 | +100.0% | 1.55% | – |
| ARGX | ARGENX SEsponsored adr | $8,874,000 | +0.3% | 29,383 | 0.0% | 1.53% | +2.0% | |
| AMX | AMERICA MOVIL SAB DE CV | $8,159,000 | +17.8% | 461,767 | 0.0% | 1.41% | +19.8% | |
| ASAI | Buy | SENDAS DISTRIBUIDORA S Aspon ads | $7,833,000 | +8.5% | 449,407 | +6.4% | 1.35% | +10.4% |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $7,337,000 | +33.5% | 84,609 | +30.2% | 1.26% | +35.7% |
| TCOM | Sell | TRIP COM GROUP LTDads | $6,493,000 | -14.5% | 211,169 | -1.4% | 1.12% | -13.0% |
| DIDI | Sell | DIDI GLOBAL INCsponsored ads | $5,900,000 | -72.6% | 757,418 | -50.3% | 1.02% | -72.2% |
| BGNE | Sell | BEIGENE LTDsponsored adr | $5,812,000 | -61.1% | 16,010 | -63.3% | 1.00% | -60.5% |
| TV | New | GRUPO TELEVISA S A Bspon adr rep ord | $5,492,000 | – | 500,212 | +100.0% | 0.95% | – |
| LU | New | LUFAX HOLDING LTD | $4,761,000 | – | 682,156 | +100.0% | 0.82% | – |
| TX | Sell | TERNIUM SAsponsored ads | $4,368,000 | -49.7% | 103,269 | -54.3% | 0.75% | -48.9% |
| FUTU | Sell | FUTU HLDGS LTDspon ads cl a | $2,660,000 | -75.8% | 29,226 | -52.4% | 0.46% | -75.4% |
| ARCO | Buy | ARCOS DORADOS HOLDINGS INC | $1,478,000 | -13.1% | 288,753 | +1.4% | 0.26% | -11.5% |
| DESP | DESPEGAR COM CORP | $782,000 | -9.0% | 65,016 | 0.0% | 0.14% | -7.5% | |
| GTH | Sell | GENETRON HLDGS LTDads | $673,000 | -89.8% | 48,600 | -85.1% | 0.12% | -89.6% |
| HUYA | Exit | HUYA INC | $0 | – | -103,371 | -100.0% | -0.31% | – |
| BNR | Exit | BURNING ROCK BIOTECH LTDsponsored ads | $0 | – | -82,105 | -100.0% | -0.41% | – |
| BILI | Exit | BILIBILI INCspons ads rep z | $0 | – | -24,847 | -100.0% | -0.51% | – |
| LEGN | Exit | LEGEND BIOTECH CORPsponsored ads | $0 | – | -94,678 | -100.0% | -0.66% | – |
| EDU | Exit | NEW ORIENTAL ED & TECHNOLOGYspon adr | $0 | – | -703,426 | -100.0% | -0.98% | – |
| YSG | Exit | YATSEN HLDG LTDads | $0 | – | -637,144 | -100.0% | -1.01% | – |
| VIV | Exit | TELEFONICA BRASIL SAnew adr | $0 | – | -800,046 | -100.0% | -1.15% | – |
| DADA | Exit | DADA NEXUS LTDads | $0 | – | -273,908 | -100.0% | -1.35% | – |
| CAN | Exit | CANAAN INCsponsored ads | $0 | – | -990,561 | -100.0% | -1.37% | – |
| CPNG | Exit | COUPANG INCcl a | $0 | – | -227,498 | -100.0% | -1.61% | – |
| YALA | Exit | YALLA GROUP LTDads | $0 | – | -536,780 | -100.0% | -1.82% | – |
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 2021-11-15
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.