INDUS CAPITAL PARTNERS, LLC Quant / Systematic

CIK: 0001350879 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $589,787 (100.0% shares, 0.0% debt)

Holdings (41)

ACMR ACM RESH INC 10.2%

Value ($000) $60,066 Shares 587,615 Est. Cost $10.95 Unrealized +150.9%

BABA ALIBABA GROUP HLDG LTD 9.4%

Value ($000) $55,291 Shares 243,811 Est. Cost $175.54 Unrealized —

ZLAB ZAI LAB LTD 7.9%

Value ($000) $46,381 Shares 262,053 Est. Cost $38.49 Unrealized —

— GRAFTECH INTL LTD 5.1%

Value ($000) $30,248 Shares 2,603,083 Est. Cost $10.92 Unrealized —

Value ($000) $25,957 Shares 309,195 Est. Cost $48.09 Unrealized —

SE SEA LTD 3.9%

Value ($000) $22,959 Shares 83,609 Est. Cost $112.57 Unrealized —

DIDIY DIDI GLOBAL INC 3.7%

Value ($000) $21,562 Shares 1,524,915 Est. Cost $14.14 Unrealized —

— BRIGHT SCHOLAR ED HLDGS LTD 3.5%

Value ($000) $20,641 Shares 4,868,227 Est. Cost $9.69 Unrealized —

GDS GDS HLDGS LTD 3.3%

Value ($000) $19,332 Shares 246,303 Est. Cost $66.90 Unrealized —

— 51JOB INC 3.2%

Value ($000) $18,939 Shares 243,531 Est. Cost $77.77 Unrealized —

YUMC YUM CHINA HLDGS INC 2.8%

Value ($000) $16,389 Shares 247,376 Est. Cost $48.77 Unrealized +30.8%

HDB HDFC BANK LTD 2.6%

Value ($000) $15,529 Shares 212,371 Est. Cost $50.30 Unrealized —

RLX RLX TECHNOLOGY INC 2.5%

Value ($000) $15,006 Shares 1,718,915 Est. Cost $9.99 Unrealized —

ONC BEIGENE LTD 2.5%

Value ($000) $14,956 Shares 43,578 Est. Cost $139.12 Unrealized —

BEKE KE HLDGS INC 2.5%

Value ($000) $14,520 Shares 304,527 Est. Cost $61.31 Unrealized —

BBD BANCO BRADESCO S A 2.3%

Value ($000) $13,698 Shares 2,670,150 Est. Cost $3.98 Unrealized —

LITE LUMENTUM HLDGS INC 2.2%

Value ($000) $13,166 Shares 160,501 Est. Cost $89.03 Unrealized -5.6%

PBR PETROLEO BRASILEIRO SA PETRO 2.1%

Value ($000) $12,465 Shares 1,019,177 Est. Cost $8.30 Unrealized —

BIDU BAIDU INC 1.9%

Value ($000) $11,211 Shares 54,983 Est. Cost $159.24 Unrealized —

FUTU FUTU HLDGS LTD 1.9%

Value ($000) $11,006 Shares 61,454 Est. Cost $41.83 Unrealized —

YALA YALLA GROUP LTD 1.8%

Value ($000) $10,730 Shares 536,780 Est. Cost $21.80 Unrealized —

JD JD.COM INC 1.8%

Value ($000) $10,603 Shares 132,858 Est. Cost $67.91 Unrealized —

CPNG COUPANG INC 1.6%

Value ($000) $9,514 Shares 227,498 Est. Cost $43.89 Unrealized -6.7%

ARGX ARGENX SE 1.5%

Value ($000) $8,846 Shares 29,383 Est. Cost $171.75 Unrealized —

TX TERNIUM SA 1.5%

Value ($000) $8,692 Shares 226,004 Est. Cost $38.46 Unrealized —

CAN CANAAN INC 1.4%

Value ($000) $8,073 Shares 990,561 Est. Cost $11.07 Unrealized —

— DADA NEXUS LTD 1.3%

Value ($000) $7,946 Shares 273,908 Est. Cost $26.35 Unrealized —

TCOM TRIP COM GROUP LTD 1.3%

Value ($000) $7,596 Shares 214,220 Est. Cost $32.69 Unrealized —

ASAIY SENDAS DISTRIBUIDORA S A 1.2%

Value ($000) $7,220 Shares 422,240 Est. Cost $13.10 Unrealized —

— AMERICA MOVIL SAB DE CV 1.2%

Value ($000) $6,927 Shares 461,767 Est. Cost $15.00 Unrealized —

VIV TELEFONICA BRASIL SA 1.2%

Value ($000) $6,800 Shares 800,046 Est. Cost $8.78 Unrealized —

— GENETRON HLDGS LTD 1.1%

Value ($000) $6,577 Shares 326,575 Est. Cost $17.08 Unrealized —

— YATSEN HLDG LTD 1.0%

Value ($000) $5,970 Shares 637,144 Est. Cost $11.84 Unrealized —

— NEW ORIENTAL ED & TECHNOLOGY 1.0%

Value ($000) $5,761 Shares 703,426 Est. Cost $8.19 Unrealized —

FMX FOMENTO ECONOMICO MEXICANO S 0.9%

Value ($000) $5,494 Shares 65,005 Est. Cost $84.52 Unrealized —

LEGN LEGEND BIOTECH CORP 0.7%

Value ($000) $3,887 Shares 94,678 Est. Cost $41.05 Unrealized —

BILI BILIBILI INC 0.5%

Value ($000) $3,027 Shares 24,847 Est. Cost $107.05 Unrealized —

— BURNING ROCK BIOTECH LTD 0.4%

Value ($000) $2,419 Shares 82,105 Est. Cost $23.10 Unrealized —

HUYA HUYA INC 0.3%

Value ($000) $1,824 Shares 103,371 Est. Cost $17.65 Unrealized —

ARCO ARCOS DORADOS HOLDINGS INC 0.3%

Value ($000) $1,700 Shares 284,687 Est. Cost $4.15 Unrealized +30.0%

— DESPEGAR COM CORP 0.1%

Value ($000) $859 Shares 65,016 Est. Cost $13.21 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ACMR	ACM RESH INC	587,615	$60,066	10.2%	$10.95	+150.9%	COM CL A	00108J109
BABA	ALIBABA GROUP HLDG LTD	243,811	$55,291	9.4%	$175.54	—	SPONSORED ADS	01609W102
ZLAB	ZAI LAB LTD	262,053	$46,381	7.9%	$38.49	—	ADR	98887Q104
—	GRAFTECH INTL LTD	2,603,083	$30,248	5.1%	$10.92	—	COM	384313508
NBP	I MAB	309,195	$25,957	4.4%	$48.09	—	SPONSORED ADS	44975P103
SE	SEA LTD	83,609	$22,959	3.9%	$112.57	—	SPONSORD ADS	81141R100
DIDIY	DIDI GLOBAL INC	1,524,915	$21,562	3.7%	$14.14	—	SPONSORED ADS	23292E108
—	BRIGHT SCHOLAR ED HLDGS LTD	4,868,227	$20,641	3.5%	$9.69	—	SPONSORED ADS	109199109
GDS	GDS HLDGS LTD	246,303	$19,332	3.3%	$66.90	—	SPONSORED ADS	36165L108
—	51JOB INC	243,531	$18,939	3.2%	$77.77	—	SPONSORED ADS	316827104
YUMC	YUM CHINA HLDGS INC	247,376	$16,389	2.8%	$48.77	+30.8%	COM	98850P109
HDB	HDFC BANK LTD	212,371	$15,529	2.6%	$50.30	—	SPONSORED ADS	40415F101
RLX	RLX TECHNOLOGY INC	1,718,915	$15,006	2.5%	$9.99	—	SPONSORED ADS	74969N103
ONC	BEIGENE LTD	43,578	$14,956	2.5%	$139.12	—	SPONSORED ADR	07725L102
BEKE	KE HLDGS INC	304,527	$14,520	2.5%	$61.31	—	SPONSORED ADS	482497104
BBD	BANCO BRADESCO S A	2,670,150	$13,698	2.3%	$3.98	—	SP ADR PFD NEW	059460303
LITE	LUMENTUM HLDGS INC	160,501	$13,166	2.2%	$89.03	-5.6%	COM	55024U109
PBR	PETROLEO BRASILEIRO SA PETRO	1,019,177	$12,465	2.1%	$8.30	—	SPONSORED ADR	71654V408
BIDU	BAIDU INC	54,983	$11,211	1.9%	$159.24	—	SPON ADR REP A	056752108
FUTU	FUTU HLDGS LTD	61,454	$11,006	1.9%	$41.83	—	SPON ADS CL A	36118L106
YALA	YALLA GROUP LTD	536,780	$10,730	1.8%	$21.80	—	ADS	98459U103
JD	JD.COM INC	132,858	$10,603	1.8%	$67.91	—	SPON ADR CL A	47215P106
CPNG	COUPANG INC	227,498	$9,514	1.6%	$43.89	-6.7%	CL A	22266T109
ARGX	ARGENX SE	29,383	$8,846	1.5%	$171.75	—	SPONSORED ADR	04016X101
TX	TERNIUM SA	226,004	$8,692	1.5%	$38.46	—	SPONSORED ADS	880890108
CAN	CANAAN INC	990,561	$8,073	1.4%	$11.07	—	SPONSORED ADS	134748102
—	DADA NEXUS LTD	273,908	$7,946	1.3%	$26.35	—	ADS	23344D108
TCOM	TRIP COM GROUP LTD	214,220	$7,596	1.3%	$32.69	—	ADS	89677Q107
ASAIY	SENDAS DISTRIBUIDORA S A	422,240	$7,220	1.2%	$13.10	—	SPON ADS	81689T104
—	AMERICA MOVIL SAB DE CV	461,767	$6,927	1.2%	$15.00	—	SPON ADR L SHS	02364W105
VIV	TELEFONICA BRASIL SA	800,046	$6,800	1.2%	$8.78	—	NEW ADR	87936R205
—	GENETRON HLDGS LTD	326,575	$6,577	1.1%	$17.08	—	ADS	37186H100
—	YATSEN HLDG LTD	637,144	$5,970	1.0%	$11.84	—	ADS	985194109
—	NEW ORIENTAL ED & TECHNOLOGY	703,426	$5,761	1.0%	$8.19	—	SPON ADR	647581107
FMX	FOMENTO ECONOMICO MEXICANO S	65,005	$5,494	0.9%	$84.52	—	SPON ADR UNITS	344419106
LEGN	LEGEND BIOTECH CORP	94,678	$3,887	0.7%	$41.05	—	SPONSORED ADS	52490G102
BILI	BILIBILI INC	24,847	$3,027	0.5%	$107.05	—	SPONS ADS REP Z	090040106
—	BURNING ROCK BIOTECH LTD	82,105	$2,419	0.4%	$23.10	—	SPONSORED ADS	12233L107
HUYA	HUYA INC	103,371	$1,824	0.3%	$17.65	—	ADS REP SHS A	44852D108
ARCO	ARCOS DORADOS HOLDINGS INC	284,687	$1,700	0.3%	$4.15	+30.0%	SHS CLASS -A -	G0457F107
—	DESPEGAR COM CORP	65,016	$859	0.1%	$13.21	—	ORD SHS	G27358103