$246 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 27 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 55.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JOBS | Sell | 51JOB INCsponsored ads | $55,085,000 | +10.1% | 940,816 | -8.0% | 22.42% | +89.3% |
| ACMR | Buy | ACM RESH INC | $40,390,000 | -13.6% | 1,952,174 | +256.2% | 16.44% | +48.6% |
| EAF | Buy | GRAFTECH INTL LTD | $33,063,000 | +17.4% | 3,436,911 | +44.4% | 13.46% | +101.9% |
| GDS | Sell | GDS HLDGS LTDsponsored ads | $17,494,000 | -18.1% | 445,709 | -1.6% | 7.12% | +40.9% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $17,328,000 | -49.3% | 1,400,795 | -17.6% | 7.05% | -12.8% |
| ZLAB | Sell | ZAI LAB LTDadr | $12,799,000 | -51.3% | 291,026 | -30.4% | 5.21% | -16.2% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $7,930,000 | +24.4% | 72,882 | +35.8% | 3.23% | +113.9% |
| SE | Sell | SEA LTDsponsord ads | $4,802,000 | -64.7% | 40,085 | -34.1% | 1.96% | -39.3% |
| IMAB | Buy | I MABsponsored ads | $4,266,000 | -44.2% | 262,685 | +62.9% | 1.74% | -4.0% |
| BBD | Sell | BANCO BRADESCO S Asp adr pfd new | $4,234,000 | -25.7% | 912,460 | -45.2% | 1.72% | +27.8% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $4,223,000 | -43.9% | 285,325 | -58.4% | 1.72% | -3.5% |
| CX | New | CEMEX SAB DE CVspon adr new | $3,597,000 | – | 679,912 | +100.0% | 1.46% | – |
| MELI | Sell | MERCADOLIBRE INC | $3,491,000 | -51.7% | 2,935 | -45.2% | 1.42% | -16.9% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $3,466,000 | – | 33,246 | +100.0% | 1.41% | – |
| YUMC | New | YUM CHINA HLDGS INC | $3,431,000 | – | 82,605 | +100.0% | 1.40% | – |
| HDB | Sell | HDFC BANK LTDsponsored ads | $3,201,000 | -86.8% | 52,193 | -86.0% | 1.30% | -77.3% |
| JD | Buy | JD.COM INCspon adr cl a | $3,056,000 | +20.2% | 52,804 | +45.5% | 1.24% | +106.6% |
| ABEV | New | AMBEV SAsponsored adr | $3,013,000 | – | 932,773 | +100.0% | 1.23% | – |
| NTCO | New | NATURA &CO HLDG S Aads | $2,944,000 | – | 269,604 | +100.0% | 1.20% | – |
| ASAI | Sell | SENDAS DISTRIBUIDORA S Aspon ads | $2,836,000 | -46.4% | 165,065 | -63.0% | 1.15% | -7.8% |
| TX | Sell | TERNIUM SAsponsored ads | $2,780,000 | -59.8% | 60,899 | -61.6% | 1.13% | -30.8% |
| ARCO | Buy | ARCOS DORADOS HOLDINGS INC | $2,405,000 | +52.6% | 295,803 | +9.4% | 0.98% | +162.5% |
| BEDU | Sell | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $2,239,000 | -60.5% | 3,732,459 | -23.6% | 0.91% | -32.1% |
| CPNG | New | COUPANG INCcl a | $2,201,000 | – | 124,474 | +100.0% | 0.90% | – |
| GGB | Sell | GERDAU SAspon adr rep pfd | $2,107,000 | -72.3% | 327,712 | -78.8% | 0.86% | -52.3% |
| LU | Sell | LUFAX HOLDING LTD | $1,814,000 | -52.6% | 325,729 | -52.1% | 0.74% | -18.5% |
| DIDI | Sell | DIDI GLOBAL INCsponsored ads | $1,488,000 | -55.3% | 595,012 | -11.0% | 0.61% | -23.1% |
| ITUB | Exit | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $0 | – | -374,955 | -100.0% | -0.33% | – |
| TV | Exit | GRUPO TELEVISA S A Bspon adr rep ord | $0 | – | -352,462 | -100.0% | -0.78% | – |
| KC | Exit | KINGSOFT CLOUD HLDGS LTDads | $0 | – | -241,226 | -100.0% | -0.90% | – |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -230,617 | -100.0% | -1.08% | – |
| FMX | Exit | FOMENTO ECONOMICO MEXICANO Sspon adr units | $0 | – | -66,546 | -100.0% | -1.22% | – |
| AMX | Exit | AMERICA MOVIL SAB DE CV | $0 | – | -253,669 | -100.0% | -1.27% | – |
| LEGN | Exit | LEGEND BIOTECH CORPsponsored ads | $0 | – | -123,054 | -100.0% | -1.36% | – |
| XP | Exit | XP INCcl a | $0 | – | -200,867 | -100.0% | -1.37% | – |
| RLX | Exit | RLX TECHNOLOGY INCsponsored ads | $0 | – | -2,403,088 | -100.0% | -2.22% | – |
| ARGX | Exit | ARGENX SEsponsored adr | $0 | – | -29,383 | -100.0% | -2.44% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -75,682 | -100.0% | -2.66% | – |
| QQQ | Exit | INVESCO QQQ TRput | $0 | – | -30,000 | -100.0% | -2.82% | – |
| BGNE | Exit | BEIGENE LTDsponsored adr | $0 | – | -106,153 | -100.0% | -6.81% | – |
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 2022-05-16
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.