Filed: 11/14/2023ACC: 0000919574-23-006175
📋 What this filing means
INDUS CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $147.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$147.61M
Total AUM (reported)
10.11M
Total Shares
Allocation by class
SPONSORED ADS$68.53M46.4%
SPONSORD ADS$40.20M27.2%
CL A$28.46M19.3%
ADS$9.34M6.3%
SPON ADS NEW$1.08M0.7%
Portfolio Concentration
Top 3$109.16M73.9%
4–10$38.46M26.1%
Top 3 weight
73.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 10.11M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
10.11M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other6
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings6
Rows:
TAL EDUCATION GROUP
DFNDShares4.45M
TypeSH
Market value$40.50M
27.44%
Sole
0.00
Shared
4.45M
None
0.00
SEA LTD
DFNDShares914.67K
TypeSH
Market value$40.20M
27.23%
Sole
0.00
Shared
914.67K
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
DFNDShares420.06K
TypeSH
Market value$28.46M
19.28%
Sole
0.00
Shared
420.06K
None
0.00
KE HLDGS INC
DFNDShares1.81M
TypeSH
Market value$28.03M
18.99%
Sole
0.00
Shared
1.81M
None
0.00
TDCX INC
DFNDShares1.58M
TypeSH
Market value$9.34M
6.33%
Sole
0.00
Shared
1.58M
None
0.00
BRIGHT SCHOLAR ED HLDGS LTD
DFNDShares940.99K
TypeSH
Market value$1.08M
0.73%
Sole
0.00
Shared
940.99K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAL EDUCATION GROUPDFND | SPONSORED ADS | 4.45M | SH | $40.50M 27.44% | 0.00 | 4.45M | 0.00 |
SEA LTDDFND | SPONSORD ADS | 914.67K | SH | $40.20M 27.23% | 0.00 | 914.67K | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIODFND | CL A | 420.06K | SH | $28.46M 19.28% | 0.00 | 420.06K | 0.00 |
KE HLDGS INCDFND | SPONSORED ADS | 1.81M | SH | $28.03M 18.99% | 0.00 | 1.81M | 0.00 |
TDCX INCDFND | ADS | 1.58M | SH | $9.34M 6.33% | 0.00 | 1.58M | 0.00 |
BRIGHT SCHOLAR ED HLDGS LTDDFND | SPON ADS NEW | 940.99K | SH | $1.08M 0.73% | 0.00 | 940.99K | 0.00 |