$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 30.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
| RLX | Buy | RLX TECHNOLOGY INCsponsored ads | $15,789,000 | +5.2% | 3,493,116 | +103.2% | 2.72% | +7.0% |
| BEDU | Buy | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $14,290,000 | -30.8% | 4,979,147 | +2.3% | 2.46% | -29.6% |
| 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% |
| 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% | – |
| 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% |
| 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% | – |
| ARCO | Buy | ARCOS DORADOS HOLDINGS INC | $1,478,000 | -13.1% | 288,753 | +1.4% | 0.26% | -11.5% |
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.