$171 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 23 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 88.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACMR | Sell | ACM RESH INC | $28,933,000 | -28.4% | 1,719,133 | -11.9% | 16.90% | +2.8% |
| PLUG | New | PLUG POWER INC | $20,989,000 | – | 1,266,679 | +100.0% | 12.26% | – |
| BEKE | Sell | KE HLDGS INCsponsored ads | $20,476,000 | +18.2% | 1,140,738 | -18.6% | 11.96% | +69.5% |
| EAF | Sell | GRAFTECH INTL LTD | $17,510,000 | -47.0% | 2,476,648 | -27.9% | 10.22% | -24.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $14,393,000 | +81.5% | 126,610 | +73.7% | 8.40% | +160.3% |
| ZLAB | Buy | ZAI LAB LTDadr | $11,743,000 | -8.3% | 338,598 | +16.3% | 6.86% | +31.6% |
| YMM | New | FULL TRUCK ALLIANCE CO LTDsponsored ads | $9,523,000 | – | 1,051,123 | +100.0% | 5.56% | – |
| New | TDCX INCads | $8,392,000 | – | 907,283 | +100.0% | 4.90% | – | |
| JD | Buy | JD.COM INCspon adr cl a | $4,965,000 | +62.5% | 77,319 | +46.4% | 2.90% | +133.0% |
| INDA | New | ISHARES TRput | $4,783,000 | – | 121,500 | +100.0% | 2.79% | – |
| BIDU | New | BAIDU INCspon adr rep a | $3,419,000 | – | 22,988 | +100.0% | 2.00% | – |
| MNSO | New | MINISO GROUP HLDG LTDsponsored ads | $3,113,000 | – | 396,550 | +100.0% | 1.82% | – |
| TV | New | GRUPO TELEVISA S A Bspon adr rep ord | $2,934,000 | – | 358,704 | +100.0% | 1.71% | – |
| MELI | Buy | MERCADOLIBRE INC | $2,730,000 | -21.8% | 4,287 | +46.1% | 1.59% | +12.2% |
| ABEV | Buy | AMBEV SAsponsored adr | $2,468,000 | -18.1% | 983,273 | +5.4% | 1.44% | +17.5% |
| CX | Sell | CEMEX SAB DE CVspon adr new | $2,319,000 | -35.5% | 591,635 | -13.0% | 1.35% | -7.5% |
| BEDU | Sell | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $2,207,000 | -1.4% | 3,023,486 | -19.0% | 1.29% | +41.5% |
| NTCO | Buy | NATURA &CO HLDG S Aads | $2,094,000 | -28.9% | 402,014 | +49.1% | 1.22% | +2.1% |
| SE | Sell | SEA LTDsponsord ads | $2,062,000 | -57.1% | 30,836 | -23.1% | 1.20% | -38.4% |
| CD | New | CHINDATA GROUP HLDGS LTDads | $1,769,000 | – | 227,944 | +100.0% | 1.03% | – |
| STNE | New | STONECO LTD | $1,649,000 | – | 214,175 | +100.0% | 0.96% | – |
| FMX | New | FOMENTO ECONOMICO MEXICANO Sspon adr units | $1,515,000 | – | 22,454 | +100.0% | 0.88% | – |
| TX | Sell | TERNIUM SAsponsored ads | $1,270,000 | -54.3% | 35,180 | -42.2% | 0.74% | -34.5% |
| DIDI | Exit | DIDI GLOBAL INCsponsored ads | $0 | – | -595,012 | -100.0% | -0.61% | – |
| LU | Exit | LUFAX HOLDING LTD | $0 | – | -325,729 | -100.0% | -0.74% | – |
| GGB | Exit | GERDAU SAspon adr rep pfd | $0 | – | -327,712 | -100.0% | -0.86% | – |
| CPNG | Exit | COUPANG INCcl a | $0 | – | -124,474 | -100.0% | -0.90% | – |
| ARCO | Exit | ARCOS DORADOS HOLDINGS INC | $0 | – | -295,803 | -100.0% | -0.98% | – |
| ASAI | Exit | SENDAS DISTRIBUIDORA S Aspon ads | $0 | – | -165,065 | -100.0% | -1.15% | – |
| HDB | Exit | HDFC BANK LTDsponsored ads | $0 | – | -52,193 | -100.0% | -1.30% | – |
| YUMC | Exit | YUM CHINA HLDGS INC | $0 | – | -82,605 | -100.0% | -1.40% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -33,246 | -100.0% | -1.41% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -285,325 | -100.0% | -1.72% | – |
| BBD | Exit | BANCO BRADESCO S Asp adr pfd new | $0 | – | -912,460 | -100.0% | -1.72% | – |
| IMAB | Exit | I MABsponsored ads | $0 | – | -262,685 | -100.0% | -1.74% | – |
| GDS | Exit | GDS HLDGS LTDsponsored ads | $0 | – | -445,709 | -100.0% | -7.12% | – |
| JOBS | Exit | 51JOB INCsponsored ads | $0 | – | -940,816 | -100.0% | -22.42% | – |
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 2022-08-15
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.