Indus Capital Partners as of Dec. 31, 2014
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 32 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IPG Photonics Corporation (IPGP) | 19.8 | $150M | 200k | 750.00 | |
| Sunedison | 19.1 | $145M | 7.4M | 19.51 | |
| Alibaba Group Holding (BABA) | 15.2 | $115M | 1.1M | 103.94 | |
| Baidu (BIDU) | 6.2 | $47M | 205k | 227.97 | |
| SouFun Holdings | 4.5 | $34M | 4.7M | 7.39 | |
| HDFC Bank (HDB) | 3.2 | $24M | 481k | 50.75 | |
| Banco Itau Holding Financeira (ITUB) | 3.2 | $24M | 1.9M | 13.00 | |
| Pantry | 2.5 | $19M | 519k | 37.06 | |
| Fomento Economico Mexicano SAB (FMX) | 2.3 | $17M | 195k | 88.03 | |
| Cosan Ltd shs a | 2.2 | $17M | 2.2M | 7.75 | |
| Atento Sa | 2.0 | $15M | 1.5M | 10.45 | |
| Telefonica Brasil Sa | 1.9 | $14M | 822k | 17.51 | |
| Petroleo Brasileiro SA (PBR) | 1.8 | $14M | 1.9M | 7.30 | |
| Cemex SAB de CV (CX) | 1.8 | $13M | 1.3M | 10.19 | |
| Jd (JD) | 1.7 | $13M | 550k | 23.14 | |
| Sina Corporation | 1.6 | $12M | 319k | 37.41 | |
| Post Properties | 1.5 | $11M | 190k | 58.77 | |
| Grupo Fin Santander adr b | 1.4 | $11M | 1.1M | 10.36 | |
| NuStar Energy (NS) | 1.1 | $8.7M | 150k | 57.75 | |
| Pos (PKX) | 1.1 | $8.5M | 133k | 63.81 | |
| Herbalife Ltd Com Stk (HLF) | 1.0 | $7.8M | 208k | 37.70 | |
| Taiwan Semiconductor Mfg (TSM) | 1.0 | $7.5M | 337k | 22.38 | |
| Hollysys Automation Technolo (HOLI) | 1.0 | $7.3M | 300k | 24.43 | |
| Cnooc | 0.9 | $6.8M | 50k | 135.44 | |
| Makemytrip Limited Mauritius (MMYT) | 0.7 | $5.6M | 214k | 25.99 | |
| TAL Education (TAL) | 0.5 | $3.8M | 136k | 28.09 | |
| China Life Insurance Company | 0.3 | $2.3M | 40k | 58.72 | |
| Magnachip Semiconductor Corp (MX) | 0.3 | $2.1M | 164k | 12.99 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $226k | 4.3k | 52.56 | |
| Market Vector Russia ETF Trust | 0.0 | $183k | 13k | 14.64 | |
| Xunlei Ltd- (XNET) | 0.0 | $168k | 23k | 7.30 | |
| Cnova N V | 0.0 | $176k | 22k | 7.90 |
