Filed: 11/14/2022ACC: 0000919574-22-006547
📋 What this filing means
INDUS CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $137.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$137.8K
Total AUM (reported)
10.87M
Total Shares
Allocation by class
SPONSORED ADS$58.5K42.4%
COM CL A$24.2K17.5%
ADR$14.7K10.7%
ADS$12.1K8.8%
COM$9.0K6.6%
SPONSORED ADR$3.9K2.9%
SPON ADR REP A$2.7K2.0%
Portfolio Concentration
Top 3$68.6K49.8%
4–10$49.9K36.2%
11–25$19.3K14.0%
Top 3 weight
49.8%
Top 10 weight
86.0%
Voting Authority Distribution
Total shares with voting rights: 10.87M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
10.87M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other20
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings20
Rows:
ACM RESH INC
DFNDShares1.94M
TypeSH
Market value$24.2K
17.55%
Sole
0.00
Shared
1.94M
None
0.00
KE HLDGS INC
DFNDShares1.35M
TypeSH
Market value$23.6K
17.13%
Sole
0.00
Shared
1.35M
None
0.00
ALIBABA GROUP HLDG LTD
DFNDShares259.90K
TypeSH
Market value$20.8K
15.09%
Sole
0.00
Shared
259.90K
None
0.00
ZAI LAB LTD
DFNDShares430.13K
TypeSH
Market value$14.7K
10.67%
Sole
0.00
Shared
430.13K
None
0.00
TDCX INC
DFNDShares1.26M
TypeSH
Market value$11.8K
8.54%
Sole
0.00
Shared
1.26M
None
0.00
GRAFTECH INTL LTD
DFNDShares1.54M
TypeSH
Market value$6.6K
4.81%
Sole
0.00
Shared
1.54M
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares82.86K
TypeSH
Market value$5.7K
4.12%
Sole
0.00
Shared
82.86K
None
0.00
PINDUODUO INC
DFNDShares85.45K
TypeSH
Market value$5.3K
3.88%
Sole
0.00
Shared
85.45K
None
0.00
FULL TRUCK ALLIANCE CO LTD
DFNDShares466.58K
TypeSH
Market value$3.1K
2.22%
Sole
0.00
Shared
466.58K
None
0.00
BAIDU INC
DFNDShares22.94K
TypeSH
Market value$2.7K
1.96%
Sole
0.00
Shared
22.94K
None
0.00
XP INC
DFNDShares127.31K
TypeSH
Market value$2.4K
1.76%
Sole
0.00
Shared
127.31K
None
0.00
MERCADOLIBRE INC
DFNDShares2.91K
TypeSH
Market value$2.4K
1.75%
Sole
0.00
Shared
2.91K
None
0.00
AMBEV SA
DFNDShares840.37K
TypeSH
Market value$2.4K
1.73%
Sole
0.00
Shared
840.37K
None
0.00
BRIGHT SCHOLAR ED HLDGS LTD
DFNDShares755.87K
TypeSH
Market value$2.2K
1.62%
Sole
0.00
Shared
755.87K
None
0.00
GRUPO TELEVISA S A B
DFNDShares413.80K
TypeSH
Market value$2.2K
1.62%
Sole
0.00
Shared
413.80K
None
0.00
GERDAU SA
DFNDShares473.62K
TypeSH
Market value$2.1K
1.55%
Sole
0.00
Shared
473.62K
None
0.00
CEMEX SAB DE CV
DFNDShares591.63K
TypeSH
Market value$2.0K
1.47%
Sole
0.00
Shared
591.63K
None
0.00
FOMENTO ECONOMICO MEXICANO S
DFNDShares26.05K
TypeSH
Market value$1.6K
1.19%
Sole
0.00
Shared
26.05K
None
0.00
PETROLEO BRASILEIRO SA PETRO
DFNDShares125.73K
TypeSH
Market value$1.6K
1.13%
Sole
0.00
Shared
125.73K
None
0.00
AGORA INC
DFNDShares87.27K
TypeSH
Market value$317.00
0.23%
Sole
0.00
Shared
87.27K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACM RESH INCDFND | COM CL A | 1.94M | SH | $24.2K 17.55% | 0.00 | 1.94M | 0.00 |
KE HLDGS INCDFND | SPONSORED ADS | 1.35M | SH | $23.6K 17.13% | 0.00 | 1.35M | 0.00 |
ALIBABA GROUP HLDG LTDDFND | SPONSORED ADS | 259.90K | SH | $20.8K 15.09% | 0.00 | 259.90K | 0.00 |
ZAI LAB LTDDFND | ADR | 430.13K | SH | $14.7K 10.67% | 0.00 | 430.13K | 0.00 |
TDCX INCDFND | ADS | 1.26M | SH | $11.8K 8.54% | 0.00 | 1.26M | 0.00 |
GRAFTECH INTL LTDDFND | COM | 1.54M | SH | $6.6K 4.81% | 0.00 | 1.54M | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 82.86K | SH | $5.7K 4.12% | 0.00 | 82.86K | 0.00 |
PINDUODUO INCDFND | SPONSORED ADS | 85.45K | SH | $5.3K 3.88% | 0.00 | 85.45K | 0.00 |
FULL TRUCK ALLIANCE CO LTDDFND | SPONSORED ADS | 466.58K | SH | $3.1K 2.22% | 0.00 | 466.58K | 0.00 |
BAIDU INCDFND | SPON ADR REP A | 22.94K | SH | $2.7K 1.96% | 0.00 | 22.94K | 0.00 |
XP INCDFND | CL A | 127.31K | SH | $2.4K 1.76% | 0.00 | 127.31K | 0.00 |
MERCADOLIBRE INCDFND | COM | 2.91K | SH | $2.4K 1.75% | 0.00 | 2.91K | 0.00 |
AMBEV SADFND | SPONSORED ADR | 840.37K | SH | $2.4K 1.73% | 0.00 | 840.37K | 0.00 |
BRIGHT SCHOLAR ED HLDGS LTDDFND | SPON ADS NEW | 755.87K | SH | $2.2K 1.62% | 0.00 | 755.87K | 0.00 |
GRUPO TELEVISA S A BDFND | SPON ADR REP ORD | 413.80K | SH | $2.2K 1.62% | 0.00 | 413.80K | 0.00 |
GERDAU SADFND | SPON ADR REP PFD | 473.62K | SH | $2.1K 1.55% | 0.00 | 473.62K | 0.00 |
CEMEX SAB DE CVDFND | SPON ADR NEW | 591.63K | SH | $2.0K 1.47% | 0.00 | 591.63K | 0.00 |
FOMENTO ECONOMICO MEXICANO SDFND | SPON ADR UNITS | 26.05K | SH | $1.6K 1.19% | 0.00 | 26.05K | 0.00 |
PETROLEO BRASILEIRO SA PETRODFND | SPONSORED ADR | 125.73K | SH | $1.6K 1.13% | 0.00 | 125.73K | 0.00 |
AGORA INCDFND | ADS | 87.27K | SH | $317.00 0.23% | 0.00 | 87.27K | 0.00 |