$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 66.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ACMR | Sell | ACM RESH INC | $28,933,000 | -28.4% | 1,719,133 | -11.9% | 16.90% | +2.8% |
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% |
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% |
SE | Sell | SEA LTDsponsord ads | $2,062,000 | -57.1% | 30,836 | -23.1% | 1.20% | -38.4% |
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.