INDUS CAPITAL PARTNERS, LLC Quant / Systematic

CIK: 0001350879 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 13, 2020

Total Value ($000): $610,759 (100.0% shares, 0.0% debt)

Holdings (38)

ACMR ACM RESEARCH INC 10.8%

Value ($000) $65,968 Shares 1,057,854 Est. Cost $9.74 Unrealized +68.5%

GDS GDS HLDGS LTD 9.9%

Value ($000) $60,759 Shares 762,728 Est. Cost $66.90 Unrealized —

BABA ALIBABA GROUP HLDG LTD 9.0%

Value ($000) $54,796 Shares 254,038 Est. Cost $167.23 Unrealized —

ZLAB ZAI LAB LTD 8.2%

Value ($000) $50,239 Shares 611,704 Est. Cost $38.49 Unrealized —

— BRIGHT SCHOLAR ED HLDGS LTD 6.2%

Value ($000) $37,688 Shares 4,794,898 Est. Cost $9.98 Unrealized —

HDB HDFC BANK LTD 4.4%

Value ($000) $27,099 Shares 596,111 Est. Cost $46.24 Unrealized —

— GRAFTECH INTL LTD 4.4%

Value ($000) $27,042 Shares 3,388,704 Est. Cost $11.25 Unrealized —

ARGX ARGENX SE 4.2%

Value ($000) $25,878 Shares 114,896 Est. Cost $144.15 Unrealized —

HUYA HUYA INC 4.2%

Value ($000) $25,350 Shares 1,357,768 Est. Cost $18.67 Unrealized —

ONC BEIGENE LTD 3.3%

Value ($000) $20,227 Shares 107,361 Est. Cost $126.93 Unrealized —

SE SEA LTD 3.2%

Value ($000) $19,624 Shares 182,989 Est. Cost $44.31 Unrealized —

YUMC YUM CHINA HLDGS INC 3.2%

Value ($000) $19,355 Shares 402,643 Est. Cost $45.69 Unrealized +3.2%

VIPS VIPSHOP HOLDINGS LIMITED 2.8%

Value ($000) $16,999 Shares 853,774 Est. Cost $8.92 Unrealized —

IPGP IPG PHOTONICS CORP 2.5%

Value ($000) $15,311 Shares 95,459 Est. Cost $139.20 Unrealized +2.3%

— ONESMART INTL ED GROUP LTD 2.0%

Value ($000) $11,982 Shares 3,048,905 Est. Cost $6.10 Unrealized —

— SECOO HLDG LTD 1.7%

Value ($000) $10,660 Shares 3,300,390 Est. Cost $5.93 Unrealized —

BZUN BAOZUN INC 1.6%

Value ($000) $9,485 Shares 246,681 Est. Cost $38.45 Unrealized —

CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.4%

Value ($000) $8,422 Shares 148,217 Est. Cost $58.73 Unrealized -16.0%

JD JD.COM INC 1.3%

Value ($000) $8,070 Shares 134,100 Est. Cost $60.18 Unrealized —

BIDU BAIDU INC 1.3%

Value ($000) $8,011 Shares 66,818 Est. Cost $151.46 Unrealized —

TCOM TRIP COM GROUP LTD 1.3%

Value ($000) $7,898 Shares 304,700 Est. Cost $32.48 Unrealized —

TV GRUPO TELEVISA SA 1.1%

Value ($000) $6,583 Shares 1,256,285 Est. Cost $6.80 Unrealized —

— CHINA ONLINE ED GROUP 1.1%

Value ($000) $6,423 Shares 250,101 Est. Cost $9.07 Unrealized —

INFY INFOSYS LTD 1.0%

Value ($000) $6,387 Shares 661,157 Est. Cost $8.21 Unrealized —

— TELEFONICA BRASIL SA 1.0%

Value ($000) $6,387 Shares 720,900 Est. Cost $8.86 Unrealized —

ABEV AMBEV SA 1.0%

Value ($000) $6,319 Shares 2,393,700 Est. Cost $2.33 Unrealized —

FMX FOMENTO ECONOMICO MEXICANO S 1.0%

Value ($000) $5,916 Shares 95,400 Est. Cost $62.01 Unrealized —

VIPS VIPSHOP HOLDINGS LIMITED 1.0%

Value ($000) $5,887 Shares 295,700 Est. Cost $8.92 Unrealized —

— COMPANHIA BRASILEIRA DE DIST 1.0%

Value ($000) $5,827 Shares 445,806 Est. Cost $13.07 Unrealized —

LEGN LEGEND BIOTECH CORP 0.9%

Value ($000) $5,282 Shares 124,100 Est. Cost $42.56 Unrealized —

BBD BANCO BRADESCO S A 0.9%

Value ($000) $5,261 Shares 1,380,926 Est. Cost $3.81 Unrealized —

RPRX ROYALTY PHARMA PLC 0.6%

Value ($000) $3,466 Shares 71,400 Est. Cost $49.50 Unrealized 0.0%

API AGORA INC 0.6%

Value ($000) $3,428 Shares 77,600 Est. Cost $44.18 Unrealized —

MELI MERCADOLIBRE INC 0.6%

Value ($000) $3,408 Shares 3,457 Est. Cost $749.93 Unrealized 0.0%

— NEW ORIENTAL ED & TECHNOLOGY 0.6%

Value ($000) $3,378 Shares 25,942 Est. Cost $130.21 Unrealized —

PBR PETROLEO BRASILEIRO SA PETRO 0.4%

Value ($000) $2,720 Shares 328,900 Est. Cost $8.27 Unrealized —

ITUB ITAU UNIBANCO HLDG S A 0.4%

Value ($000) $2,475 Shares 527,790 Est. Cost $7.84 Unrealized —

— DADA NEXUS LTD 0.1%

Value ($000) $749 Shares 33,569 Est. Cost $22.31 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ACMR	ACM RESEARCH INC	1,057,854	$65,968	10.8%	$9.74	+68.5%	COM CL A	00108J109
GDS	GDS HLDGS LTD	762,728	$60,759	9.9%	$66.90	—	SPONSORED ADS	36165L108
BABA	ALIBABA GROUP HLDG LTD	254,038	$54,796	9.0%	$167.23	—	SPONSORED ADS	01609W102
ZLAB	ZAI LAB LTD	611,704	$50,239	8.2%	$38.49	—	ADR	98887Q104
—	BRIGHT SCHOLAR ED HLDGS LTD	4,794,898	$37,688	6.2%	$9.98	—	SPONSORED ADS	109199109
HDB	HDFC BANK LTD	596,111	$27,099	4.4%	$46.24	—	SPONSORED ADS	40415F101
—	GRAFTECH INTL LTD	3,388,704	$27,042	4.4%	$11.25	—	COM	384313508
ARGX	ARGENX SE	114,896	$25,878	4.2%	$144.15	—	SPONSORED ADR	04016X101
HUYA	HUYA INC	1,357,768	$25,350	4.2%	$18.67	—	ADS REP SHS A	44852D108
ONC	BEIGENE LTD	107,361	$20,227	3.3%	$126.93	—	SPONSORED ADR	07725L102
SE	SEA LTD	182,989	$19,624	3.2%	$44.31	—	SPONSORED ADS	81141R100
YUMC	YUM CHINA HLDGS INC	402,643	$19,355	3.2%	$45.69	+3.2%	COM	98850P109
VIPS	VIPSHOP HOLDINGS LIMITED	853,774	$16,999	2.8%	$8.92	—	SPONSORED ADS A	92763W103
IPGP	IPG PHOTONICS CORP	95,459	$15,311	2.5%	$139.20	+2.3%	COM	44980X109
—	ONESMART INTL ED GROUP LTD	3,048,905	$11,982	2.0%	$6.10	—	SPONSORED ADS	68276W103
—	SECOO HLDG LTD	3,300,390	$10,660	1.7%	$5.93	—	ADR	81367P101
BZUN	BAOZUN INC	246,681	$9,485	1.6%	$38.45	—	SPONSORED ADR	06684L103
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	148,217	$8,422	1.4%	$58.73	-16.0%	CL A	192446102
JD	JD.COM INC	134,100	$8,070	1.3%	$60.18	—	SPON ADR CL A	47215P106
BIDU	BAIDU INC	66,818	$8,011	1.3%	$151.46	—	SPON ADR REP A	056752108
TCOM	TRIP COM GROUP LTD	304,700	$7,898	1.3%	$32.48	—	ADS	89677Q107
TV	GRUPO TELEVISA SA	1,256,285	$6,583	1.1%	$6.80	—	SPON ADR REP ORD	40049J206
—	CHINA ONLINE ED GROUP	250,101	$6,423	1.1%	$9.07	—	SPONSORED ADR	16954L105
INFY	INFOSYS LTD	661,157	$6,387	1.0%	$8.21	—	SPONSORED ADR	456788108
—	TELEFONICA BRASIL SA	720,900	$6,387	1.0%	$8.86	—	SPONSORED ADR	87936R106
ABEV	AMBEV SA	2,393,700	$6,319	1.0%	$2.33	—	SPONSORED ADR	02319V103
FMX	FOMENTO ECONOMICO MEXICANO S	95,400	$5,916	1.0%	$62.01	—	SPON ADR UNITS	344419106
VIPS	VIPSHOP HOLDINGS LIMITED	295,700	$5,887	1.0%	$8.92	—	Call	92763W103
—	COMPANHIA BRASILEIRA DE DIST	445,806	$5,827	1.0%	$13.07	—	SPONSORED ADR	20440T300
LEGN	LEGEND BIOTECH CORP	124,100	$5,282	0.9%	$42.56	—	SPONSORED ADS	52490G102
BBD	BANCO BRADESCO S A	1,380,926	$5,261	0.9%	$3.81	—	SP ADR PFD NEW	059460303
RPRX	ROYALTY PHARMA PLC	71,400	$3,466	0.6%	$49.50	0.0%	SHS CL A	G7709Q104
API	AGORA INC	77,600	$3,428	0.6%	$44.18	—	ADS	00851L103
MELI	MERCADOLIBRE INC	3,457	$3,408	0.6%	$749.93	0.0%	COM	58733R102
—	NEW ORIENTAL ED & TECHNOLOGY	25,942	$3,378	0.6%	$130.21	—	SPON ADR	647581107
PBR	PETROLEO BRASILEIRO SA PETRO	328,900	$2,720	0.4%	$8.27	—	SPONSORED ADR	71654V408
ITUB	ITAU UNIBANCO HLDG S A	527,790	$2,475	0.4%	$7.84	—	SPON ADR REP PFD	465562106
—	DADA NEXUS LTD	33,569	$749	0.1%	$22.31	—	ADS	23344D108