INDUS CAPITAL PARTNERS, LLC Quant / Systematic

Location: New York, NY

CIK: 0001350879 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value: $580M (100.0% shares, 0.0% debt)

Holdings (34)

ACMR ACM RESH INC 10.0%

Value $58.09M Shares 528,059 Est. Cost $10.95 Unrealized +179.3%

— 51JOB INC 9.4%

Value $54.57M Shares 784,873 Est. Cost $72.09 Unrealized —

BEKE KE HLDGS INC 8.9%

Value $51.54M Shares 2,822,662 Est. Cost $22.90 Unrealized —

SE SEA LTD 8.5%

Value $49.22M Shares 154,413 Est. Cost $207.10 Unrealized —

GDS GDS HLDGS LTD 8.0%

Value $46.43M Shares 820,182 Est. Cost $59.70 Unrealized —

BABA ALIBABA GROUP HLDG LTD 4.9%

Value $28.44M Shares 192,117 Est. Cost $175.54 Unrealized —

— GRAFTECH INTL LTD 4.6%

Value $26.55M Shares 2,572,366 Est. Cost $10.92 Unrealized —

VNET 21VIANET GROUP INC 4.1%

Value $23.65M Shares 1,366,247 Est. Cost $17.31 Unrealized —

YUMC YUM CHINA HLDGS INC 3.8%

Value $22M Shares 378,498 Est. Cost $53.18 Unrealized +15.6%

ZLAB ZAI LAB LTD 3.8%

Value $21.93M Shares 208,051 Est. Cost $38.49 Unrealized —

Value $17.85M Shares 246,256 Est. Cost $48.09 Unrealized —

RLX RLX TECHNOLOGY INC 2.7%

Value $15.79M Shares 3,493,116 Est. Cost $7.21 Unrealized —

HDB HDFC BANK LTD 2.7%

Value $15.52M Shares 212,371 Est. Cost $50.30 Unrealized —

— BRIGHT SCHOLAR ED HLDGS LTD 2.5%

Value $14.29M Shares 4,979,147 Est. Cost $9.54 Unrealized —

LITE LUMENTUM HLDGS INC 2.3%

Value $13.41M Shares 160,501 Est. Cost $89.03 Unrealized -5.8%

JD JD.COM INC 1.9%

Value $11.07M Shares 153,310 Est. Cost $68.48 Unrealized —

BBD BANCO BRADESCO S A 1.8%

Value $10.36M Shares 2,704,297 Est. Cost $3.98 Unrealized —

PBR PETROLEO BRASILEIRO SA PETRO 1.7%

Value $9.9M Shares 957,416 Est. Cost $8.30 Unrealized —

BIDU BAIDU INC 1.7%

Value $9.653M Shares 62,783 Est. Cost $158.56 Unrealized —

IBN ICICI BANK LIMITED 1.6%

Value $8.994M Shares 476,621 Est. Cost $18.87 Unrealized —

ARGX ARGENX SE 1.5%

Value $8.874M Shares 29,383 Est. Cost $171.75 Unrealized —

— AMERICA MOVIL SAB DE CV 1.4%

Value $8.159M Shares 461,767 Est. Cost $15.00 Unrealized —

ASAIY SENDAS DISTRIBUIDORA S A 1.4%

Value $7.833M Shares 449,407 Est. Cost $13.36 Unrealized —

FMX FOMENTO ECONOMICO MEXICANO S 1.3%

Value $7.337M Shares 84,609 Est. Cost $85.03 Unrealized —

TCOM TRIP COM GROUP LTD 1.1%

Value $6.493M Shares 211,169 Est. Cost $32.69 Unrealized —

DIDIY DIDI GLOBAL INC 1.0%

Value $5.9M Shares 757,418 Est. Cost $14.14 Unrealized —

ONC BEIGENE LTD 1.0%

Value $5.812M Shares 16,010 Est. Cost $139.12 Unrealized —

TV GRUPO TELEVISA S A B 0.9%

Value $5.492M Shares 500,212 Est. Cost $10.98 Unrealized —

— LUFAX HOLDING LTD 0.8%

Value $4.761M Shares 682,156 Est. Cost $6.98 Unrealized —

TX TERNIUM SA 0.8%

Value $4.368M Shares 103,269 Est. Cost $38.46 Unrealized —

FUTU FUTU HLDGS LTD 0.5%

Value $2.66M Shares 29,226 Est. Cost $41.83 Unrealized —

ARCO ARCOS DORADOS HOLDINGS INC 0.3%

Value $1.478M Shares 288,753 Est. Cost $4.16 Unrealized +22.7%

— DESPEGAR COM CORP 0.1%

Value $782K Shares 65,016 Est. Cost $13.21 Unrealized —

— GENETRON HLDGS LTD 0.1%

Value $673K Shares 48,600 Est. Cost $17.08 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ACMR	ACM RESH INC	528,059	$58.09M	10.0%	$10.95	+179.3%	COM CL A	00108J109
—	51JOB INC	784,873	$54.57M	9.4%	$72.09	—	SPONSORED ADS	316827104
BEKE	KE HLDGS INC	2,822,662	$51.54M	8.9%	$22.90	—	SPONSORED ADS	482497104
SE	SEA LTD	154,413	$49.22M	8.5%	$207.10	—	SPONSORD ADS	81141R100
GDS	GDS HLDGS LTD	820,182	$46.43M	8.0%	$59.70	—	SPONSORED ADS	36165L108
BABA	ALIBABA GROUP HLDG LTD	192,117	$28.44M	4.9%	$175.54	—	SPONSORED ADS	01609W102
—	GRAFTECH INTL LTD	2,572,366	$26.55M	4.6%	$10.92	—	COM	384313508
VNET	21VIANET GROUP INC	1,366,247	$23.65M	4.1%	$17.31	—	SPONSORED ADS A	90138A103
YUMC	YUM CHINA HLDGS INC	378,498	$22M	3.8%	$53.18	+15.6%	COM	98850P109
ZLAB	ZAI LAB LTD	208,051	$21.93M	3.8%	$38.49	—	ADR	98887Q104
NBP	I MAB	246,256	$17.85M	3.1%	$48.09	—	SPONSORED ADS	44975P103
RLX	RLX TECHNOLOGY INC	3,493,116	$15.79M	2.7%	$7.21	—	SPONSORED ADS	74969N103
HDB	HDFC BANK LTD	212,371	$15.52M	2.7%	$50.30	—	SPONSORED ADS	40415F101
—	BRIGHT SCHOLAR ED HLDGS LTD	4,979,147	$14.29M	2.5%	$9.54	—	SPONSORED ADS	109199109
LITE	LUMENTUM HLDGS INC	160,501	$13.41M	2.3%	$89.03	-5.8%	COM	55024U109
JD	JD.COM INC	153,310	$11.07M	1.9%	$68.48	—	SPON ADR CL A	47215P106
BBD	BANCO BRADESCO S A	2,704,297	$10.36M	1.8%	$3.98	—	SP ADR PFD NEW	059460303
PBR	PETROLEO BRASILEIRO SA PETRO	957,416	$9.9M	1.7%	$8.30	—	SPONSORED ADR	71654V408
BIDU	BAIDU INC	62,783	$9.653M	1.7%	$158.56	—	SPON ADR REP A	056752108
IBN	ICICI BANK LIMITED	476,621	$8.994M	1.6%	$18.87	—	ADR	45104G104
ARGX	ARGENX SE	29,383	$8.874M	1.5%	$171.75	—	SPONSORED ADR	04016X101
—	AMERICA MOVIL SAB DE CV	461,767	$8.159M	1.4%	$15.00	—	SPON ADR L SHS	02364W105
ASAIY	SENDAS DISTRIBUIDORA S A	449,407	$7.833M	1.4%	$13.36	—	SPON ADS	81689T104
FMX	FOMENTO ECONOMICO MEXICANO S	84,609	$7.337M	1.3%	$85.03	—	SPON ADR UNITS	344419106
TCOM	TRIP COM GROUP LTD	211,169	$6.493M	1.1%	$32.69	—	ADS	89677Q107
DIDIY	DIDI GLOBAL INC	757,418	$5.9M	1.0%	$14.14	—	SPONSORED ADS	23292E108
ONC	BEIGENE LTD	16,010	$5.812M	1.0%	$139.12	—	SPONSORED ADR	07725L102
TV	GRUPO TELEVISA S A B	500,212	$5.492M	0.9%	$10.98	—	SPON ADR REP ORD	40049J206
—	LUFAX HOLDING LTD	682,156	$4.761M	0.8%	$6.98	—	ADS REP SHS CL A	54975P102
TX	TERNIUM SA	103,269	$4.368M	0.8%	$38.46	—	SPONSORED ADS	880890108
FUTU	FUTU HLDGS LTD	29,226	$2.66M	0.5%	$41.83	—	SPON ADS CL A	36118L106
ARCO	ARCOS DORADOS HOLDINGS INC	288,753	$1.478M	0.3%	$4.16	+22.7%	SHS CLASS -A -	G0457F107
—	DESPEGAR COM CORP	65,016	$782K	0.1%	$13.21	—	ORD SHS	G27358103
—	GENETRON HLDGS LTD	48,600	$673K	0.1%	$17.08	—	ADS	37186H100