Indus Capital Partners as of Sept. 30, 2012
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 33 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares MSCI Emerging Markets Indx (EEM) | 22.1 | $113M | 2.7M | 41.33 | |
Hess (HES) | 10.8 | $55M | 1.0M | 53.72 | |
iShares MSCI EAFE Index Fund (EFA) | 9.4 | $48M | 910k | 53.00 | |
PowerShares QQQ Trust, Series 1 | 7.0 | $36M | 1.7M | 20.68 | |
Facebook Inc cl a (META) | 5.3 | $27M | 1.3M | 21.66 | |
Sina Corp note 7/1 | 4.5 | $23M | 355k | 64.68 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 4.2 | $22M | 620k | 34.60 | |
New Oriental Education & Tech | 4.1 | $21M | 1.3M | 16.67 | |
SK Tele | 3.9 | $20M | 1.4M | 14.54 | |
International Business Machines (IBM) | 3.7 | $19M | 91k | 207.45 | |
AutoNavi Holdings | 3.6 | $19M | 1.6M | 11.48 | |
NetEase (NTES) | 2.5 | $13M | 226k | 56.14 | |
Nexen | 2.1 | $11M | 426k | 25.34 | |
Caterpillar (CAT) | 2.0 | $10M | 120k | 86.04 | |
Apple (AAPL) | 2.0 | $10M | 15k | 667.13 | |
Focus Media Holding | 1.5 | $7.8M | 333k | 23.40 | |
CHINA CORD Blood Corp | 1.1 | $5.9M | 2.2M | 2.70 | |
ARGO GROUP INTERNATIONAL Holdi Com Stk | 1.1 | $5.6M | 361k | 15.43 | |
Embraer S A (ERJ) | 1.0 | $5.1M | 191k | 26.62 | |
Petroleo Brasileiro SA (PBR) | 0.9 | $4.7M | 204k | 22.94 | |
Fomento Economico Mexicano SAB (FMX) | 0.9 | $4.4M | 48k | 91.98 | |
Ctrip.com International | 0.8 | $3.9M | 229k | 16.88 | |
Homex Development | 0.8 | $3.9M | 284k | 13.64 | |
Grupo Televisa (TV) | 0.7 | $3.4M | 144k | 23.51 | |
Banco Itau Holding Financeira (ITUB) | 0.7 | $3.4M | 220k | 15.28 | |
Banco Bradesco SA (BBD) | 0.7 | $3.4M | 211k | 16.07 | |
Potash Corp. Of Saskatchewan I | 0.6 | $2.9M | 66k | 43.42 | |
China Mobile | 0.6 | $2.8M | 51k | 55.36 | |
Baidu (BIDU) | 0.5 | $2.8M | 24k | 116.90 | |
Telefonica Brasil Sa | 0.5 | $2.5M | 115k | 21.74 | |
Turquoisehillres | 0.3 | $1.7M | 199k | 8.48 | |
Infosys Technologies (INFY) | 0.2 | $951k | 20k | 48.52 | |
Shanda Games | 0.2 | $878k | 233k | 3.77 |