Indus Capital Partners as of Dec. 31, 2019
Portfolio Holdings for Indus Capital Partners
Indus Capital Partners holds 36 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 18.6 | $95M | 448k | 212.10 | |
| Yum China Holdings (YUMC) | 6.9 | $35M | 733k | 48.01 | |
| HDFC Bank (HDB) | 5.9 | $30M | 471k | 63.37 | |
| Bright Scholar Ed Hldgs | 5.5 | $28M | 3.2M | 8.83 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 4.6 | $23M | 1.6M | 14.17 | |
| Zai Lab (ZLAB) | 4.4 | $23M | 540k | 41.59 | |
| Beigene (BGNE) | 4.3 | $22M | 132k | 165.76 | |
| Cognizant Technology Solutions (CTSH) | 4.2 | $21M | 342k | 62.02 | |
| IPG Photonics Corporation (IPGP) | 4.0 | $20M | 141k | 144.92 | |
| Huya Inc ads rep shs a (HUYA) | 3.6 | $18M | 1.0M | 17.95 | |
| Secoo Holding Ltd - | 3.2 | $16M | 2.8M | 5.89 | |
| Melco Crown Entertainment (MLCO) | 2.8 | $14M | 592k | 24.17 | |
| Argenx Se (ARGX) | 2.5 | $13M | 79k | 160.52 | |
| Trip Com Intl Ltd Sponsored Ad (TCOM) | 2.4 | $12M | 370k | 33.54 | |
| Graftech International (EAF) | 2.3 | $12M | 1.0M | 11.62 | |
| Petroleo Brasileiro SA (PBR) | 2.1 | $11M | 685k | 15.94 | |
| Baidu (BIDU) | 2.1 | $11M | 86k | 126.40 | |
| ICICI Bank (IBN) | 2.1 | $11M | 699k | 15.09 | |
| Onesmart Intl Ed Group | 1.9 | $9.6M | 1.4M | 6.67 | |
| Gds Holdings ads (GDS) | 1.8 | $9.4M | 182k | 51.58 | |
| Vir Biotechnology (VIR) | 1.7 | $8.6M | 682k | 12.57 | |
| Fomento Economico Mexicano SAB (FMX) | 1.5 | $7.8M | 83k | 94.50 | |
| America Movil Sab De Cv spon adr l | 1.4 | $7.3M | 459k | 16.00 | |
| Spdr S&p 500 Etf (SPY) | 1.4 | $7.2M | 23k | 321.87 | |
| Banco Itau Holding Financeira (ITUB) | 1.4 | $7.1M | 780k | 9.15 | |
| Companhia Brasileira de Distrib. | 1.1 | $5.8M | 265k | 21.87 | |
| New Oriental Education & Tech | 1.1 | $5.4M | 45k | 121.25 | |
| Gerdau SA (GGB) | 1.0 | $5.2M | 1.1M | 4.90 | |
| Grupo Televisa (TV) | 0.9 | $4.5M | 385k | 11.73 | |
| Acm Research (ACMR) | 0.8 | $4.0M | 219k | 18.45 | |
| China Online Ed | 0.6 | $2.9M | 298k | 9.82 | |
| Xp Inc cl a (XP) | 0.4 | $2.2M | 57k | 38.53 | |
| Nextcure (NXTC) | 0.4 | $2.1M | 38k | 56.34 | |
| Arcos Dorados Holdings (ARCO) | 0.3 | $1.6M | 200k | 8.10 | |
| Cemex SAB de CV (CX) | 0.3 | $1.6M | 419k | 3.78 | |
| Tencent Music Entertco L spon ad (TME) | 0.3 | $1.3M | 113k | 11.74 |
