Indus Capital Partners as of Sept. 30, 2018
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 42 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 12.5 | $98M | 596k | 164.76 | |
| Graftech International (EAF) | 11.9 | $93M | 4.8M | 19.51 | |
| Stars Group | 10.6 | $83M | 3.3M | 24.90 | |
| Tilray (TLRY) | 6.4 | $50M | 350k | 143.62 | |
| Baozun (BZUN) | 5.7 | $45M | 919k | 48.58 | |
| ICICI Bank (IBN) | 5.3 | $42M | 4.9M | 8.49 | |
| Bright Scholar Ed Hldgs | 5.0 | $39M | 3.1M | 12.39 | |
| Beigene (BGNE) | 4.5 | $36M | 207k | 172.22 | |
| Baker Hughes A Ge Company (BKR) | 4.0 | $32M | 932k | 33.83 | |
| Xerox | 4.0 | $31M | 1.2M | 26.98 | |
| HDFC Bank (HDB) | 3.9 | $31M | 327k | 94.10 | |
| Applied Materials (AMAT) | 2.4 | $19M | 480k | 38.65 | |
| Melco Crown Entertainment (MLCO) | 2.1 | $17M | 800k | 21.15 | |
| Baidu (BIDU) | 1.8 | $14M | 60k | 228.68 | |
| Alcoa (AA) | 1.6 | $13M | 309k | 40.40 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 1.4 | $11M | 130k | 86.44 | |
| Invesco Qqq Trust Series 1 (QQQ) | 1.4 | $11M | 60k | 185.78 | |
| NVIDIA Corporation (NVDA) | 1.2 | $9.8M | 35k | 281.03 | |
| Secoo Holding Ltd - | 1.2 | $9.7M | 763k | 12.70 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.2 | $9.1M | 1.5M | 6.24 | |
| Petroleo Brasileiro SA (PBR) | 1.1 | $8.8M | 726k | 12.07 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 1.1 | $8.6M | 200k | 42.82 | |
| iShares MSCI Emerging Markets Indx (EEM) | 1.1 | $8.6M | 200k | 42.92 | |
| Rise Ed Cayman | 1.1 | $8.4M | 708k | 11.83 | |
| NetEase (NTES) | 0.9 | $7.4M | 33k | 228.25 | |
| Onesmart Intl Ed Group | 0.9 | $7.3M | 820k | 8.92 | |
| Banco Itau Holding Financeira (ITUB) | 0.9 | $6.9M | 624k | 10.98 | |
| Best | 0.8 | $6.4M | 1.1M | 5.92 | |
| Fomento Economico Mexicano SAB (FMX) | 0.7 | $5.4M | 55k | 98.98 | |
| Cemex SAB de CV (CX) | 0.6 | $4.6M | 656k | 7.04 | |
| Pos (PKX) | 0.6 | $4.3M | 66k | 66.00 | |
| Vale (VALE) | 0.4 | $3.5M | 235k | 14.84 | |
| Grupo Televisa (TV) | 0.4 | $3.0M | 168k | 17.74 | |
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $2.1M | 48k | 44.16 | |
| 51job | 0.2 | $1.6M | 21k | 76.99 | |
| China Online Ed | 0.2 | $1.3M | 139k | 9.00 | |
| Yatra Online Inc ord (YTRA) | 0.2 | $1.3M | 227k | 5.58 | |
| Arcos Dorados Holdings (ARCO) | 0.1 | $988k | 158k | 6.25 | |
| Huazhu Group (HTHT) | 0.1 | $867k | 27k | 32.29 | |
| Gerdau SA (GGB) | 0.1 | $757k | 180k | 4.21 | |
| Embraer S A (ERJ) | 0.1 | $784k | 40k | 19.60 | |
| Sogou | 0.1 | $821k | 111k | 7.43 |
