Indus Capital Partners as of Dec. 31, 2013
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 40 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf (SPY) | 17.7 | $188M | 1.0M | 184.69 | |
| Sina Corporation | 15.8 | $168M | 2.0M | 84.25 | |
| Sunedison | 13.8 | $147M | 11M | 13.05 | |
| iShares MSCI EAFE Index Fund (EFA) | 11.1 | $118M | 1.8M | 67.09 | |
| Melco Crown Entertainment (MLCO) | 4.1 | $43M | 1.1M | 39.22 | |
| Intel Corporation (INTC) | 3.7 | $40M | 1.5M | 25.96 | |
| Baidu (BIDU) | 3.1 | $33M | 183k | 177.88 | |
| HDFC Bank (HDB) | 2.6 | $28M | 800k | 34.44 | |
| Yum! Brands (YUM) | 2.5 | $27M | 350k | 75.61 | |
| NuStar Energy (NS) | 2.4 | $26M | 500k | 50.99 | |
| Youku | 2.3 | $24M | 798k | 30.30 | |
| Sprint | 2.3 | $24M | 2.3M | 10.75 | |
| SK Tele | 1.7 | $18M | 724k | 24.62 | |
| Hess (HES) | 1.6 | $17M | 199k | 83.00 | |
| E TRADE Financial Corporation | 1.5 | $16M | 800k | 19.64 | |
| E-House | 1.2 | $13M | 881k | 15.08 | |
| Graham Hldgs (GHC) | 1.1 | $12M | 18k | 663.34 | |
| Rockwood Holdings | 1.0 | $11M | 152k | 71.92 | |
| Taiwan Semiconductor Mfg (TSM) | 0.8 | $9.0M | 517k | 17.44 | |
| Cemex SAB de CV (CX) | 0.8 | $8.5M | 715k | 11.83 | |
| Eros International | 0.8 | $8.4M | 758k | 11.11 | |
| Grupo Televisa (TV) | 0.8 | $8.0M | 266k | 30.26 | |
| Petroleo Brasileiro SA (PBR) | 0.7 | $6.9M | 502k | 13.78 | |
| Fomento Economico Mexicano SAB (FMX) | 0.6 | $6.8M | 70k | 97.87 | |
| iShares MSCI Brazil Index (EWZ) | 0.6 | $6.7M | 150k | 44.70 | |
| Embraer S A (ERJ) | 0.6 | $6.6M | 205k | 32.18 | |
| Grupo Fin Santander adr b | 0.6 | $6.5M | 476k | 13.64 | |
| Cosan Ltd shs a | 0.6 | $6.3M | 462k | 13.72 | |
| Banco Itau Holding Financeira (ITUB) | 0.6 | $6.0M | 444k | 13.57 | |
| PT Telekomunikasi Indonesia (TLK) | 0.6 | $6.0M | 166k | 35.85 | |
| Turquoisehillres | 0.5 | $5.5M | 1.7M | 3.30 | |
| Companhia Brasileira de Distrib. | 0.5 | $5.1M | 113k | 44.67 | |
| NetEase (NTES) | 0.4 | $4.6M | 59k | 78.60 | |
| Arcos Dorados Holdings (ARCO) | 0.4 | $4.5M | 375k | 12.12 | |
| Companhia Energetica Minas Gerais (CIG) | 0.3 | $3.2M | 537k | 5.96 | |
| Tata Motors | 0.2 | $2.0M | 66k | 30.80 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $1.3M | 33k | 38.36 | |
| Telecom Argentina (TEO) | 0.0 | $198k | 12k | 17.22 | |
| Gafisa SA | 0.0 | $122k | 39k | 3.13 | |
| Controladora Vuela Cia Spon Ad (VLRS) | 0.0 | $81k | 6.0k | 13.50 |
