Indus Capital Partners as of March 31, 2020
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 40 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 22.3 | $132M | 676k | 194.48 | |
| HDFC Bank (HDB) | 7.3 | $43M | 1.1M | 38.46 | |
| Zai Lab (ZLAB) | 6.9 | $41M | 796k | 51.48 | |
| Acm Research (ACMR) | 6.2 | $36M | 1.2M | 29.61 | |
| Bright Scholar Ed Hldgs | 5.4 | $32M | 4.7M | 6.73 | |
| Spdr S&p 500 Etf (SPY) | 5.2 | $31M | 120k | 257.75 | |
| Argenx Se (ARGX) | 4.1 | $24M | 183k | 131.73 | |
| Graftech International (EAF) | 3.8 | $22M | 2.7M | 8.12 | |
| Gds Holdings ads (GDS) | 3.5 | $21M | 358k | 57.97 | |
| Cognizant Technology Solutions (CTSH) | 3.1 | $19M | 398k | 46.47 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.6 | $15M | 973k | 15.58 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 2.5 | $15M | 338k | 44.31 | |
| Onesmart Intl Ed Group | 2.5 | $15M | 2.8M | 5.10 | |
| Secoo Holding Ltd - | 2.2 | $13M | 3.4M | 3.76 | |
| Beigene (BGNE) | 2.1 | $12M | 100k | 123.11 | |
| IPG Photonics Corporation (IPGP) | 2.1 | $12M | 111k | 110.28 | |
| Yum China Holdings (YUMC) | 1.7 | $10M | 235k | 42.63 | |
| Trip Com Intl Ltd Sponsored Ad (TCOM) | 1.6 | $9.7M | 414k | 23.45 | |
| Medtronic (MDT) | 1.3 | $7.6M | 84k | 90.18 | |
| Moderna (MRNA) | 1.2 | $6.8M | 228k | 29.95 | |
| China Online Ed | 1.1 | $6.8M | 234k | 29.00 | |
| Baidu (BIDU) | 1.1 | $6.5M | 65k | 100.79 | |
| Infosys Technologies (INFY) | 1.0 | $5.7M | 697k | 8.21 | |
| Banco Itau Holding Financeira (ITUB) | 1.0 | $5.7M | 1.3M | 4.49 | |
| ICICI Bank (IBN) | 0.9 | $5.0M | 593k | 8.50 | |
| Cemex SAB de CV (CX) | 0.8 | $5.0M | 2.3M | 2.12 | |
| Ambev Sa- (ABEV) | 0.8 | $4.9M | 2.1M | 2.30 | |
| Vale (VALE) | 0.8 | $4.9M | 595k | 8.29 | |
| Grupo Televisa (TV) | 0.8 | $4.4M | 766k | 5.80 | |
| Gilead Sciences (GILD) | 0.6 | $3.8M | 51k | 74.76 | |
| Nextcure (NXTC) | 0.6 | $3.5M | 95k | 37.06 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.5 | $3.2M | 85k | 37.54 | |
| Vir Biotechnology (VIR) | 0.5 | $3.0M | 88k | 34.27 | |
| Gerdau SA (GGB) | 0.5 | $2.8M | 1.5M | 1.91 | |
| Qudian (QD) | 0.4 | $2.5M | 1.4M | 1.80 | |
| Credicorp (BAP) | 0.4 | $2.1M | 15k | 143.04 | |
| Tencent Music Entertco L spon ad (TME) | 0.2 | $1.2M | 123k | 10.06 | |
| China Mobile | 0.2 | $1.1M | 29k | 37.67 | |
| Arcos Dorados Holdings (ARCO) | 0.2 | $1.0M | 307k | 3.34 | |
| Embraer S A (ERJ) | 0.1 | $430k | 58k | 7.40 |
