INDUS CAPITAL PARTNERS, LLC Quant / Systematic

CIK: 0001350879 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $579,869 (100.0% shares, 0.0% debt)

Holdings (34)

ACMR ACM RESH INC 10.0%

Value ($000) $58,086 Shares 528,059 Est. Cost $10.95 Unrealized +179.3%

— 51JOB INC 9.4%

Value ($000) $54,572 Shares 784,873 Est. Cost $72.09 Unrealized —

BEKE KE HLDGS INC 8.9%

Value ($000) $51,542 Shares 2,822,662 Est. Cost $22.90 Unrealized —

SE SEA LTD 8.5%

Value ($000) $49,216 Shares 154,413 Est. Cost $207.10 Unrealized —

GDS GDS HLDGS LTD 8.0%

Value ($000) $46,431 Shares 820,182 Est. Cost $59.70 Unrealized —

BABA ALIBABA GROUP HLDG LTD 4.9%

Value ($000) $28,443 Shares 192,117 Est. Cost $175.54 Unrealized —

— GRAFTECH INTL LTD 4.6%

Value ($000) $26,547 Shares 2,572,366 Est. Cost $10.92 Unrealized —

VNET 21VIANET GROUP INC 4.1%

Value ($000) $23,650 Shares 1,366,247 Est. Cost $17.31 Unrealized —

YUMC YUM CHINA HLDGS INC 3.8%

Value ($000) $21,995 Shares 378,498 Est. Cost $53.18 Unrealized +15.6%

ZLAB ZAI LAB LTD 3.8%

Value ($000) $21,926 Shares 208,051 Est. Cost $38.49 Unrealized —

Value ($000) $17,851 Shares 246,256 Est. Cost $48.09 Unrealized —

RLX RLX TECHNOLOGY INC 2.7%

Value ($000) $15,789 Shares 3,493,116 Est. Cost $7.21 Unrealized —

HDB HDFC BANK LTD 2.7%

Value ($000) $15,522 Shares 212,371 Est. Cost $50.30 Unrealized —

— BRIGHT SCHOLAR ED HLDGS LTD 2.5%

Value ($000) $14,290 Shares 4,979,147 Est. Cost $9.54 Unrealized —

LITE LUMENTUM HLDGS INC 2.3%

Value ($000) $13,408 Shares 160,501 Est. Cost $89.03 Unrealized -5.8%

JD JD.COM INC 1.9%

Value ($000) $11,075 Shares 153,310 Est. Cost $68.48 Unrealized —

BBD BANCO BRADESCO S A 1.8%

Value ($000) $10,357 Shares 2,704,297 Est. Cost $3.98 Unrealized —

PBR PETROLEO BRASILEIRO SA PETRO 1.7%

Value ($000) $9,900 Shares 957,416 Est. Cost $8.30 Unrealized —

BIDU BAIDU INC 1.7%

Value ($000) $9,653 Shares 62,783 Est. Cost $158.56 Unrealized —

IBN ICICI BANK LIMITED 1.6%

Value ($000) $8,994 Shares 476,621 Est. Cost $18.87 Unrealized —

ARGX ARGENX SE 1.5%

Value ($000) $8,874 Shares 29,383 Est. Cost $171.75 Unrealized —

— AMERICA MOVIL SAB DE CV 1.4%

Value ($000) $8,159 Shares 461,767 Est. Cost $15.00 Unrealized —

ASAIY SENDAS DISTRIBUIDORA S A 1.4%

Value ($000) $7,833 Shares 449,407 Est. Cost $13.36 Unrealized —

FMX FOMENTO ECONOMICO MEXICANO S 1.3%

Value ($000) $7,337 Shares 84,609 Est. Cost $85.03 Unrealized —

TCOM TRIP COM GROUP LTD 1.1%

Value ($000) $6,493 Shares 211,169 Est. Cost $32.69 Unrealized —

DIDIY DIDI GLOBAL INC 1.0%

Value ($000) $5,900 Shares 757,418 Est. Cost $14.14 Unrealized —

ONC BEIGENE LTD 1.0%

Value ($000) $5,812 Shares 16,010 Est. Cost $139.12 Unrealized —

TV GRUPO TELEVISA S A B 0.9%

Value ($000) $5,492 Shares 500,212 Est. Cost $10.98 Unrealized —

— LUFAX HOLDING LTD 0.8%

Value ($000) $4,761 Shares 682,156 Est. Cost $6.98 Unrealized —

TX TERNIUM SA 0.8%

Value ($000) $4,368 Shares 103,269 Est. Cost $38.46 Unrealized —

FUTU FUTU HLDGS LTD 0.5%

Value ($000) $2,660 Shares 29,226 Est. Cost $41.83 Unrealized —

ARCO ARCOS DORADOS HOLDINGS INC 0.3%

Value ($000) $1,478 Shares 288,753 Est. Cost $4.16 Unrealized +22.7%

— DESPEGAR COM CORP 0.1%

Value ($000) $782 Shares 65,016 Est. Cost $13.21 Unrealized —

— GENETRON HLDGS LTD 0.1%

Value ($000) $673 Shares 48,600 Est. Cost $17.08 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ACMR	ACM RESH INC	528,059	$58,086	10.0%	$10.95	+179.3%	COM CL A	00108J109
—	51JOB INC	784,873	$54,572	9.4%	$72.09	—	SPONSORED ADS	316827104
BEKE	KE HLDGS INC	2,822,662	$51,542	8.9%	$22.90	—	SPONSORED ADS	482497104
SE	SEA LTD	154,413	$49,216	8.5%	$207.10	—	SPONSORD ADS	81141R100
GDS	GDS HLDGS LTD	820,182	$46,431	8.0%	$59.70	—	SPONSORED ADS	36165L108
BABA	ALIBABA GROUP HLDG LTD	192,117	$28,443	4.9%	$175.54	—	SPONSORED ADS	01609W102
—	GRAFTECH INTL LTD	2,572,366	$26,547	4.6%	$10.92	—	COM	384313508
VNET	21VIANET GROUP INC	1,366,247	$23,650	4.1%	$17.31	—	SPONSORED ADS A	90138A103
YUMC	YUM CHINA HLDGS INC	378,498	$21,995	3.8%	$53.18	+15.6%	COM	98850P109
ZLAB	ZAI LAB LTD	208,051	$21,926	3.8%	$38.49	—	ADR	98887Q104
NBP	I MAB	246,256	$17,851	3.1%	$48.09	—	SPONSORED ADS	44975P103
RLX	RLX TECHNOLOGY INC	3,493,116	$15,789	2.7%	$7.21	—	SPONSORED ADS	74969N103
HDB	HDFC BANK LTD	212,371	$15,522	2.7%	$50.30	—	SPONSORED ADS	40415F101
—	BRIGHT SCHOLAR ED HLDGS LTD	4,979,147	$14,290	2.5%	$9.54	—	SPONSORED ADS	109199109
LITE	LUMENTUM HLDGS INC	160,501	$13,408	2.3%	$89.03	-5.8%	COM	55024U109
JD	JD.COM INC	153,310	$11,075	1.9%	$68.48	—	SPON ADR CL A	47215P106
BBD	BANCO BRADESCO S A	2,704,297	$10,357	1.8%	$3.98	—	SP ADR PFD NEW	059460303
PBR	PETROLEO BRASILEIRO SA PETRO	957,416	$9,900	1.7%	$8.30	—	SPONSORED ADR	71654V408
BIDU	BAIDU INC	62,783	$9,653	1.7%	$158.56	—	SPON ADR REP A	056752108
IBN	ICICI BANK LIMITED	476,621	$8,994	1.6%	$18.87	—	ADR	45104G104
ARGX	ARGENX SE	29,383	$8,874	1.5%	$171.75	—	SPONSORED ADR	04016X101
—	AMERICA MOVIL SAB DE CV	461,767	$8,159	1.4%	$15.00	—	SPON ADR L SHS	02364W105
ASAIY	SENDAS DISTRIBUIDORA S A	449,407	$7,833	1.4%	$13.36	—	SPON ADS	81689T104
FMX	FOMENTO ECONOMICO MEXICANO S	84,609	$7,337	1.3%	$85.03	—	SPON ADR UNITS	344419106
TCOM	TRIP COM GROUP LTD	211,169	$6,493	1.1%	$32.69	—	ADS	89677Q107
DIDIY	DIDI GLOBAL INC	757,418	$5,900	1.0%	$14.14	—	SPONSORED ADS	23292E108
ONC	BEIGENE LTD	16,010	$5,812	1.0%	$139.12	—	SPONSORED ADR	07725L102
TV	GRUPO TELEVISA S A B	500,212	$5,492	0.9%	$10.98	—	SPON ADR REP ORD	40049J206
—	LUFAX HOLDING LTD	682,156	$4,761	0.8%	$6.98	—	ADS REP SHS CL A	54975P102
TX	TERNIUM SA	103,269	$4,368	0.8%	$38.46	—	SPONSORED ADS	880890108
FUTU	FUTU HLDGS LTD	29,226	$2,660	0.5%	$41.83	—	SPON ADS CL A	36118L106
ARCO	ARCOS DORADOS HOLDINGS INC	288,753	$1,478	0.3%	$4.16	+22.7%	SHS CLASS -A -	G0457F107
—	DESPEGAR COM CORP	65,016	$782	0.1%	$13.21	—	ORD SHS	G27358103
—	GENETRON HLDGS LTD	48,600	$673	0.1%	$17.08	—	ADS	37186H100