$138 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 20 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 73.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACMR | Buy | ACM RESH INC | $24,180,000 | -16.4% | 1,940,586 | +12.9% | 17.55% | +3.9% |
| BEKE | Buy | KE HLDGS INCsponsored ads | $23,607,000 | +15.3% | 1,347,446 | +18.1% | 17.13% | +43.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $20,790,000 | +44.4% | 259,903 | +105.3% | 15.09% | +79.5% |
| ZLAB | Buy | ZAI LAB LTDadr | $14,710,000 | +25.3% | 430,127 | +27.0% | 10.68% | +55.7% |
| Buy | TDCX INCads | $11,772,000 | +40.3% | 1,256,327 | +38.5% | 8.54% | +74.3% | |
| EAF | Sell | GRAFTECH INTL LTD | $6,624,000 | -62.2% | 1,536,971 | -37.9% | 4.81% | -53.0% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $5,681,000 | – | 82,862 | +100.0% | 4.12% | – |
| PDD | New | PINDUODUO INCsponsored ads | $5,347,000 | – | 85,448 | +100.0% | 3.88% | – |
| YMM | Sell | FULL TRUCK ALLIANCE CO LTDsponsored ads | $3,056,000 | -67.9% | 466,582 | -55.6% | 2.22% | -60.1% |
| BIDU | Sell | BAIDU INCspon adr rep a | $2,695,000 | -21.2% | 22,942 | -0.2% | 1.96% | -2.0% |
| XP | New | XP INCcl a | $2,420,000 | – | 127,309 | +100.0% | 1.76% | – |
| MELI | Sell | MERCADOLIBRE INC | $2,409,000 | -11.8% | 2,910 | -32.1% | 1.75% | +9.7% |
| ABEV | Sell | AMBEV SAsponsored adr | $2,378,000 | -3.6% | 840,369 | -14.5% | 1.73% | +19.8% |
| New | BRIGHT SCHOLAR ED HLDGS LTDspon ads new | $2,230,000 | – | 755,871 | +100.0% | 1.62% | – | |
| TV | Buy | GRUPO TELEVISA S A Bspon adr rep ord | $2,226,000 | -24.1% | 413,804 | +15.4% | 1.62% | -5.7% |
| GGB | New | GERDAU SAspon adr rep pfd | $2,141,000 | – | 473,619 | +100.0% | 1.55% | – |
| CX | CEMEX SAB DE CVspon adr new | $2,029,000 | -12.5% | 591,635 | 0.0% | 1.47% | +8.7% | |
| FMX | Buy | FOMENTO ECONOMICO MEXICANO Sspon adr units | $1,635,000 | +7.9% | 26,051 | +16.0% | 1.19% | +34.1% |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $1,552,000 | – | 125,730 | +100.0% | 1.13% | – |
| API | New | AGORA INCads | $317,000 | – | 87,267 | +100.0% | 0.23% | – |
| TX | Exit | TERNIUM SAsponsored ads | $0 | – | -35,180 | -100.0% | -0.74% | – |
| STNE | Exit | STONECO LTD | $0 | – | -214,175 | -100.0% | -0.96% | – |
| CD | Exit | CHINDATA GROUP HLDGS LTDads | $0 | – | -227,944 | -100.0% | -1.03% | – |
| SE | Exit | SEA LTDsponsord ads | $0 | – | -30,836 | -100.0% | -1.20% | – |
| NTCO | Exit | NATURA &CO HLDG S Aads | $0 | – | -402,014 | -100.0% | -1.22% | – |
| BEDU | Exit | BRIGHT SCHOLAR ED HLDGS LTDsponsored ads | $0 | – | -3,023,486 | -100.0% | -1.29% | – |
| MNSO | Exit | MINISO GROUP HLDG LTDsponsored ads | $0 | – | -396,550 | -100.0% | -1.82% | – |
| INDA | Exit | ISHARES TRput | $0 | – | -121,500 | -100.0% | -2.79% | – |
| JD | Exit | JD.COM INCspon adr cl a | $0 | – | -77,319 | -100.0% | -2.90% | – |
| PLUG | Exit | PLUG POWER INC | $0 | – | -1,266,679 | -100.0% | -12.26% | – |
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 2022-11-14
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.