Indus Capital Partners as of Sept. 30, 2014
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 40 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 20.5 | $209M | 2.4M | 88.85 | |
| Sunedison | 19.3 | $197M | 10M | 18.88 | |
| iShares MSCI Emerging Markets Indx (EEM) | 13.4 | $137M | 3.3M | 41.56 | |
| Baidu (BIDU) | 5.2 | $53M | 244k | 218.23 | |
| SouFun Holdings | 4.8 | $49M | 5.0M | 9.95 | |
| Citigroup (C) | 3.3 | $34M | 650k | 51.82 | |
| HDFC Bank (HDB) | 2.5 | $25M | 538k | 46.58 | |
| Pantry | 2.3 | $24M | 1.2M | 20.23 | |
| SPDR Gold Trust (GLD) | 2.3 | $23M | 200k | 116.21 | |
| Turquoisehillres | 1.9 | $19M | 5.1M | 3.74 | |
| NuStar Energy (NS) | 1.8 | $18M | 275k | 65.94 | |
| Yum! Brands (YUM) | 1.8 | $18M | 250k | 72.22 | |
| Nu Skin Enterprises (NUS) | 1.5 | $15M | 332k | 45.03 | |
| Hollysys Automation Technolo (HOLI) | 1.4 | $14M | 633k | 22.49 | |
| Melco Crown Entertainment (MLCO) | 1.4 | $14M | 525k | 26.29 | |
| IPG Photonics Corporation (IPGP) | 1.4 | $14M | 200k | 68.75 | |
| Petroleo Brasileiro SA (PBR) | 1.2 | $12M | 846k | 14.19 | |
| Amreit Inc New cl b | 1.1 | $11M | 490k | 22.97 | |
| Banco Itau Holding Financeira (ITUB) | 1.1 | $11M | 776k | 13.87 | |
| Telefonica Brasil Sa | 1.0 | $10M | 527k | 19.58 | |
| ResMed (RMD) | 1.0 | $9.9M | 200k | 49.27 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $9.9M | 50k | 197.02 | |
| Cosan Ltd shs a | 0.9 | $9.6M | 894k | 10.76 | |
| Grupo Fin Santander adr b | 0.9 | $9.6M | 707k | 13.53 | |
| Sina Corporation | 0.9 | $9.4M | 229k | 41.14 | |
| Fomento Economico Mexicano SAB (FMX) | 0.9 | $8.8M | 96k | 92.05 | |
| Cemex SAB de CV (CX) | 0.9 | $8.8M | 672k | 13.04 | |
| Pos (PKX) | 0.8 | $8.7M | 114k | 75.90 | |
| Grupo Televisa (TV) | 0.8 | $8.0M | 237k | 33.88 | |
| Makemytrip Limited Mauritius (MMYT) | 0.7 | $6.8M | 244k | 27.83 | |
| TAL Education (TAL) | 0.6 | $5.9M | 169k | 34.94 | |
| Jd (JD) | 0.5 | $4.8M | 184k | 25.82 | |
| National Fuel Gas (NFG) | 0.4 | $3.8M | 55k | 69.98 | |
| Sprint | 0.3 | $2.7M | 433k | 6.34 | |
| KB Financial (KB) | 0.1 | $1.5M | 42k | 36.21 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $1.4M | 37k | 38.27 | |
| Magnachip Semiconductor Corp (MX) | 0.1 | $1.4M | 123k | 11.70 | |
| China Life Insurance Company | 0.1 | $646k | 16k | 41.68 | |
| Youku | 0.1 | $530k | 30k | 17.91 | |
| E-House | 0.0 | $292k | 31k | 9.51 |
