Indus Capital Partners as of Dec. 31, 2018
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 35 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Melco Crown Entertainment (MLCO) | 13.5 | $75M | 4.2M | 17.62 | |
| Stars Group | 13.2 | $73M | 4.4M | 16.52 | |
| HDFC Bank (HDB) | 13.2 | $73M | 705k | 103.59 | |
| Alibaba Group Holding (BABA) | 11.7 | $65M | 472k | 137.07 | |
| ICICI Bank (IBN) | 7.8 | $43M | 4.2M | 10.29 | |
| Bright Scholar Ed Hldgs | 6.6 | $37M | 4.0M | 9.21 | |
| Tilray (TLRY) | 4.5 | $25M | 350k | 70.54 | |
| Graftech International (EAF) | 4.1 | $23M | 2.0M | 11.44 | |
| Beigene (BGNE) | 3.5 | $19M | 138k | 140.26 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.6 | $14M | 2.6M | 5.46 | |
| Secoo Holding Ltd - | 1.7 | $9.6M | 1.1M | 9.07 | |
| Baidu (BIDU) | 1.5 | $8.5M | 53k | 158.61 | |
| Yum China Holdings (YUMC) | 1.4 | $7.5M | 224k | 33.53 | |
| New Oriental Education & Tech | 1.2 | $6.7M | 123k | 54.81 | |
| Baozun (BZUN) | 1.2 | $6.5M | 221k | 29.21 | |
| Best | 1.1 | $6.3M | 1.5M | 4.11 | |
| Grupo Televisa (TV) | 1.1 | $6.2M | 492k | 12.58 | |
| Companhia Brasileira de Distrib. | 1.1 | $6.1M | 291k | 20.77 | |
| Ctrip.com International | 1.0 | $5.8M | 213k | 27.06 | |
| Onesmart Intl Ed Group | 1.0 | $5.7M | 733k | 7.80 | |
| Banco Itau Holding Financeira (ITUB) | 0.9 | $5.2M | 571k | 9.14 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.9 | $4.9M | 61k | 81.10 | |
| Cemex SAB de CV (CX) | 0.9 | $4.9M | 1.0M | 4.82 | |
| Ambev Sa- (ABEV) | 0.7 | $3.6M | 919k | 3.92 | |
| Pos (PKX) | 0.6 | $3.2M | 59k | 54.95 | |
| Jd (JD) | 0.6 | $3.0M | 144k | 20.93 | |
| Rise Ed Cayman | 0.5 | $2.7M | 343k | 7.96 | |
| Taiwan Semiconductor Mfg (TSM) | 0.4 | $2.2M | 59k | 36.90 | |
| China Online Ed | 0.3 | $1.7M | 242k | 7.22 | |
| Mei Pharma | 0.3 | $1.7M | 632k | 2.64 | |
| 51job | 0.3 | $1.6M | 25k | 62.42 | |
| Momo | 0.2 | $1.1M | 45k | 23.76 | |
| Yatra Online Inc ord (YTRA) | 0.2 | $914k | 227k | 4.02 | |
| Embraer S A (ERJ) | 0.1 | $531k | 24k | 22.12 | |
| Gds Holdings ads (GDS) | 0.1 | $445k | 19k | 23.09 |
