Indus Capital Partners as of June 30, 2014
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 36 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sunedison | 35.1 | $239M | 11M | 22.60 | |
SouFun Holdings | 6.0 | $41M | 4.2M | 9.79 | |
HDFC Bank (HDB) | 5.5 | $38M | 800k | 46.82 | |
NuStar Energy (NS) | 5.4 | $37M | 596k | 62.01 | |
Gaslog | 3.3 | $23M | 707k | 31.89 | |
Jd (JD) | 3.2 | $22M | 773k | 28.51 | |
Turquoisehillres | 3.0 | $21M | 6.1M | 3.34 | |
Spdr S&p 500 Etf (SPY) | 2.9 | $20M | 100k | 195.72 | |
Pantry | 2.8 | $19M | 1.2M | 16.20 | |
Sprint | 2.8 | $19M | 2.2M | 8.53 | |
21vianet Group (VNET) | 2.7 | $18M | 611k | 29.97 | |
Makemytrip Limited Mauritius (MMYT) | 2.6 | $18M | 510k | 35.13 | |
ResMed (RMD) | 2.6 | $18M | 350k | 50.63 | |
Hollysys Automation Technolo (HOLI) | 2.5 | $17M | 700k | 24.49 | |
Melco Crown Entertainment (MLCO) | 2.2 | $15M | 420k | 35.69 | |
Petroleo Brasileiro SA (PBR) | 1.6 | $11M | 728k | 14.63 | |
Sina Corporation | 1.3 | $8.7M | 175k | 49.77 | |
Grupo Fin Santander adr b | 1.3 | $8.7M | 658k | 13.28 | |
America Movil Sab De Cv spon adr l | 1.2 | $8.4M | 406k | 20.75 | |
Companhia Energetica Minas Gerais (CIG) | 1.2 | $8.5M | 1.1M | 7.40 | |
Arcos Dorados Holdings (ARCO) | 1.2 | $8.0M | 711k | 11.20 | |
Fomento Economico Mexicano SAB (FMX) | 1.2 | $7.9M | 85k | 93.64 | |
Cemex SAB de CV (CX) | 1.1 | $7.9M | 595k | 13.23 | |
Baidu (BIDU) | 1.1 | $7.9M | 42k | 186.82 | |
Cosan Ltd shs a | 1.1 | $7.2M | 531k | 13.56 | |
Companhia Brasileira de Distrib. | 1.1 | $7.2M | 155k | 46.33 | |
Banco Itau Holding Financeira (ITUB) | 1.0 | $7.0M | 486k | 14.38 | |
Cognizant Technology Solutions (CTSH) | 0.9 | $6.4M | 130k | 48.91 | |
Pos (PKX) | 0.9 | $6.1M | 83k | 74.44 | |
Grupo Televisa (TV) | 0.9 | $5.9M | 172k | 34.31 | |
Energy Select Sector SPDR (XLE) | 0.1 | $1.0M | 10k | 100.10 | |
E-House | 0.1 | $488k | 56k | 8.65 | |
Gafisa SA | 0.0 | $185k | 61k | 3.06 | |
Perfect World | 0.0 | $234k | 12k | 19.66 | |
China Life Insurance Company | 0.0 | $200k | 5.1k | 39.22 | |
Solarcity | 0.0 | $141k | 2.0k | 70.50 |