Indus Capital Partners as of March 31, 2019
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 33 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Baidu (BIDU) | 17.0 | $131M | 792k | 164.85 | |
Alibaba Group Holding (BABA) | 13.2 | $101M | 552k | 182.45 | |
Stars Group | 11.1 | $85M | 4.8M | 17.51 | |
Melco Crown Entertainment (MLCO) | 9.6 | $74M | 3.3M | 22.59 | |
HDFC Bank (HDB) | 8.4 | $64M | 556k | 115.91 | |
ICICI Bank (IBN) | 7.4 | $57M | 5.0M | 11.46 | |
Bright Scholar Ed Hldgs | 5.5 | $42M | 4.0M | 10.34 | |
Qudian (QD) | 3.6 | $28M | 5.5M | 5.06 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.2 | $24M | 3.0M | 8.03 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 2.7 | $21M | 465k | 44.27 | |
Graftech International (EAF) | 2.6 | $20M | 1.6M | 12.79 | |
NVIDIA Corporation (NVDA) | 1.9 | $14M | 80k | 179.56 | |
Ctrip.com International | 1.3 | $10M | 235k | 43.69 | |
Baozun (BZUN) | 1.3 | $10M | 244k | 41.54 | |
Yum China Holdings (YUMC) | 1.1 | $8.1M | 179k | 44.91 | |
New Oriental Education & Tech | 1.0 | $8.0M | 89k | 90.09 | |
Grupo Televisa (TV) | 1.0 | $7.7M | 694k | 11.06 | |
Secoo Holding Ltd - | 1.0 | $7.6M | 869k | 8.76 | |
Onesmart Intl Ed Group | 0.9 | $7.2M | 910k | 7.89 | |
Companhia Brasileira de Distrib. | 0.9 | $7.0M | 302k | 23.28 | |
Taiwan Semiconductor Mfg (TSM) | 0.9 | $6.8M | 167k | 40.96 | |
Cemex SAB de CV (CX) | 0.9 | $6.8M | 1.5M | 4.64 | |
Best | 0.9 | $6.6M | 1.3M | 5.23 | |
Banco Itau Holding Financeira (ITUB) | 0.6 | $4.7M | 535k | 8.81 | |
REPCOM cla | 0.5 | $3.6M | 43k | 84.01 | |
China Mobile | 0.3 | $2.7M | 53k | 50.99 | |
Mei Pharma | 0.2 | $1.9M | 632k | 3.07 | |
China Online Ed | 0.2 | $1.6M | 254k | 6.30 | |
NetEase (NTES) | 0.2 | $1.4M | 5.8k | 241.38 | |
Momo | 0.1 | $1.0M | 27k | 38.25 | |
Yatra Online Inc ord (YTRA) | 0.1 | $989k | 201k | 4.91 | |
Embraer S A (ERJ) | 0.1 | $951k | 50k | 19.02 | |
Pinduoduo (PDD) | 0.1 | $593k | 24k | 24.81 |