$423 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 34 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 41.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JOBS | Buy | 51JOB INCsponsored ads | $50,044,000 | -8.3% | 1,022,761 | +30.3% | 11.84% | +25.9% |
| ACMR | Buy | ACM RESH INC | $46,730,000 | -19.6% | 548,022 | +3.8% | 11.06% | +10.4% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $34,188,000 | -33.7% | 1,699,196 | -39.8% | 8.09% | -9.0% |
| BGNE | Buy | BEIGENE LTDsponsored adr | $28,760,000 | +394.8% | 106,153 | +563.0% | 6.81% | +579.3% |
| EAF | Sell | GRAFTECH INTL LTD | $28,164,000 | +6.1% | 2,380,709 | -7.5% | 6.67% | +45.6% |
| ZLAB | Buy | ZAI LAB LTDadr | $26,272,000 | +19.8% | 418,015 | +100.9% | 6.22% | +64.5% |
| HDB | Buy | HDFC BANK LTDsponsored ads | $24,225,000 | +56.1% | 372,293 | +75.3% | 5.73% | +114.2% |
| GDS | Sell | GDS HLDGS LTDsponsored ads | $21,356,000 | -54.0% | 452,838 | -44.8% | 5.05% | -36.9% |
| SE | Sell | SEA LTDsponsord ads | $13,602,000 | -72.4% | 60,802 | -60.6% | 3.22% | -62.1% |
| QQQ | New | INVESCO QQQ TRput | $11,936,000 | – | 30,000 | +100.0% | 2.82% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $11,261,000 | +16.7% | 75,682 | +20.5% | 2.66% | +60.1% |
| ARGX | ARGENX SEsponsored adr | $10,290,000 | +16.0% | 29,383 | 0.0% | 2.44% | +59.2% | |
| RLX | Sell | RLX TECHNOLOGY INCsponsored ads | $9,372,000 | -40.6% | 2,403,088 | -31.2% | 2.22% | -18.5% |
| IMAB | Sell | I MABsponsored ads | $7,644,000 | -57.2% | 161,292 | -34.5% | 1.81% | -41.2% |
| GGB | New | GERDAU SAspon adr rep pfd | $7,607,000 | – | 1,546,142 | +100.0% | 1.80% | – |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $7,527,000 | -24.0% | 685,510 | -28.4% | 1.78% | +4.3% |
| MELI | New | MERCADOLIBRE INC | $7,226,000 | – | 5,359 | +100.0% | 1.71% | – |
| TX | Buy | TERNIUM SAsponsored ads | $6,908,000 | +58.2% | 158,726 | +53.7% | 1.64% | +117.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $6,376,000 | -77.6% | 53,674 | -72.1% | 1.51% | -69.2% |
| XP | New | XP INCcl a | $5,773,000 | – | 200,867 | +100.0% | 1.37% | – |
| LEGN | New | LEGEND BIOTECH CORPsponsored ads | $5,736,000 | – | 123,054 | +100.0% | 1.36% | – |
| BBD | Sell | BANCO BRADESCO S Asp adr pfd new | $5,697,000 | -45.0% | 1,665,918 | -38.4% | 1.35% | -24.5% |
| BEDU | Sell | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $5,670,000 | -60.3% | 4,888,239 | -1.8% | 1.34% | -45.5% |
| AMX | Sell | AMERICA MOVIL SAB DE CV | $5,355,000 | -34.4% | 253,669 | -45.1% | 1.27% | -10.0% |
| ASAI | Sell | SENDAS DISTRIBUIDORA S Aspon ads | $5,289,000 | -32.5% | 446,370 | -0.7% | 1.25% | -7.3% |
| FMX | Sell | FOMENTO ECONOMICO MEXICANO Sspon adr units | $5,171,000 | -29.5% | 66,546 | -21.3% | 1.22% | -3.2% |
| IBN | Sell | ICICI BANK LIMITEDadr | $4,564,000 | -49.3% | 230,617 | -51.6% | 1.08% | -30.4% |
| LU | Sell | LUFAX HOLDING LTD | $3,830,000 | -19.6% | 680,337 | -0.3% | 0.91% | +10.4% |
| KC | New | KINGSOFT CLOUD HLDGS LTDads | $3,799,000 | – | 241,226 | +100.0% | 0.90% | – |
| DIDI | Sell | DIDI GLOBAL INCsponsored ads | $3,330,000 | -43.6% | 668,703 | -11.7% | 0.79% | -22.5% |
| TV | Sell | GRUPO TELEVISA S A Bspon adr rep ord | $3,303,000 | -39.9% | 352,462 | -29.5% | 0.78% | -17.4% |
| JD | Sell | JD.COM INCspon adr cl a | $2,542,000 | -77.0% | 36,281 | -76.3% | 0.60% | -68.5% |
| ARCO | Sell | ARCOS DORADOS HOLDINGS INC | $1,576,000 | +6.6% | 270,288 | -6.4% | 0.37% | +46.3% |
| ITUB | New | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $1,406,000 | – | 374,955 | +100.0% | 0.33% | – |
| GTH | Exit | GENETRON HLDGS LTDads | $0 | – | -48,600 | -100.0% | -0.12% | – |
| DESP | Exit | DESPEGAR COM CORP | $0 | – | -65,016 | -100.0% | -0.14% | – |
| FUTU | Exit | FUTU HLDGS LTDspon ads cl a | $0 | – | -29,226 | -100.0% | -0.46% | – |
| TCOM | Exit | TRIP COM GROUP LTDads | $0 | – | -211,169 | -100.0% | -1.12% | – |
| LITE | Exit | LUMENTUM HLDGS INC | $0 | – | -160,501 | -100.0% | -2.31% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -378,498 | -100.0% | -3.79% | – |
| VNET | Exit | 21VIANET GROUP INCsponsored ads a | $0 | – | -1,366,247 | -100.0% | -4.08% | – |
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 2022-02-14
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.