Filed: 2/14/2024ACC: 0000919574-24-001111
📋 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 $150.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$150.84M
Total AUM (reported)
10.48M
Total Shares
Allocation by class
SPONSORED ADS$127.05M84.2%
CL A$22.62M15.0%
SPON ADS NEW$1.17M0.8%
Portfolio Concentration
Top 3$116.47M77.2%
4–10$34.37M22.8%
Top 3 weight
77.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 10.48M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
10.48M
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:
HDFC BANK LTD
DFNDShares627.96K
TypeSH
Market value$42.14M
27.94%
Sole
0.00
Shared
627.96K
None
0.00
FULL TRUCK ALLIANCE CO LTD
DFNDShares5.62M
TypeSH
Market value$39.39M
26.11%
Sole
0.00
Shared
5.62M
None
0.00
KE HLDGS INC
DFNDShares2.16M
TypeSH
Market value$34.94M
23.16%
Sole
0.00
Shared
2.16M
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
DFNDShares299.43K
TypeSH
Market value$22.62M
14.99%
Sole
0.00
Shared
299.43K
None
0.00
TAL EDUCATION GROUP
DFNDShares837.64K
TypeSH
Market value$10.58M
7.01%
Sole
0.00
Shared
837.64K
None
0.00
BRIGHT SCHOLAR ED HLDGS LTD
DFNDShares938.61K
TypeSH
Market value$1.17M
0.78%
Sole
0.00
Shared
938.61K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HDFC BANK LTDDFND | SPONSORED ADS | 627.96K | SH | $42.14M 27.94% | 0.00 | 627.96K | 0.00 |
FULL TRUCK ALLIANCE CO LTDDFND | SPONSORED ADS | 5.62M | SH | $39.39M 26.11% | 0.00 | 5.62M | 0.00 |
KE HLDGS INCDFND | SPONSORED ADS | 2.16M | SH | $34.94M 23.16% | 0.00 | 2.16M | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIODFND | CL A | 299.43K | SH | $22.62M 14.99% | 0.00 | 299.43K | 0.00 |
TAL EDUCATION GROUPDFND | SPONSORED ADS | 837.64K | SH | $10.58M 7.01% | 0.00 | 837.64K | 0.00 |
BRIGHT SCHOLAR ED HLDGS LTDDFND | SPON ADS NEW | 938.61K | SH | $1.17M 0.78% | 0.00 | 938.61K | 0.00 |