$49.8 Million is the total value of INDUS CAPITAL PARTNERS, LLC's 4 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 80.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BEKE | Buy | KE HLDGS INCsponsored ads | $26,813,265 | +13.6% | 1,920,721 | +42.5% | 53.85% | +214.4% |
| Buy | TDCX INCads | $19,949,182 | +69.5% | 1,611,404 | +28.3% | 40.07% | +369.0% | |
| Buy | BRIGHT SCHOLAR ED HLDGS LTDspon ads new | $2,252,631 | +1.0% | 933,114 | +23.4% | 4.52% | +179.6% | |
| ZLAB | Sell | ZAI LAB LTDadr | $775,359 | -94.7% | 25,256 | -94.1% | 1.56% | -85.4% |
| API | Exit | AGORA INCads | $0 | – | -87,267 | -100.0% | -0.23% | – |
| PBR | Exit | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | -125,730 | -100.0% | -1.13% | – |
| FMX | Exit | FOMENTO ECONOMICO MEXICANO Sspon adr units | $0 | – | -26,051 | -100.0% | -1.19% | – |
| CX | Exit | CEMEX SAB DE CVspon adr new | $0 | – | -591,635 | -100.0% | -1.47% | – |
| GGB | Exit | GERDAU SAspon adr rep pfd | $0 | – | -473,619 | -100.0% | -1.55% | – |
| TV | Exit | GRUPO TELEVISA S A Bspon adr rep ord | $0 | – | -413,804 | -100.0% | -1.62% | – |
| ABEV | Exit | AMBEV SAsponsored adr | $0 | – | -840,369 | -100.0% | -1.73% | – |
| MELI | Exit | MERCADOLIBRE INC | $0 | – | -2,910 | -100.0% | -1.75% | – |
| XP | Exit | XP INCcl a | $0 | – | -127,309 | -100.0% | -1.76% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -22,942 | -100.0% | -1.96% | – |
| YMM | Exit | FULL TRUCK ALLIANCE CO LTDsponsored ads | $0 | – | -466,582 | -100.0% | -2.22% | – |
| PDD | Exit | PINDUODUO INCsponsored ads | $0 | – | -85,448 | -100.0% | -3.88% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -82,862 | -100.0% | -4.12% | – |
| EAF | Exit | GRAFTECH INTL LTD | $0 | – | -1,536,971 | -100.0% | -4.81% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -259,903 | -100.0% | -15.09% | – |
| ACMR | Exit | ACM RESH INC | $0 | – | -1,940,586 | -100.0% | -17.55% | – |
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 2023-02-14
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.