INDUS CAPITAL PARTNERS, LLC Quant / Systematic

CIK: 0001350879 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $150,840 (100.0% shares, 0.0% debt)

Holdings (6)

HDB HDFC BANK LTD 27.9%

Value ($000) $42,142 Shares 627,958 Est. Cost $67.11 Unrealized —

YMM FULL TRUCK ALLIANCE CO LTD 26.1%

Value ($000) $39,388 Shares 5,618,888 Est. Cost $7.01 Unrealized —

BEKE KE HLDGS INC 23.2%

Value ($000) $34,940 Shares 2,155,469 Est. Cost $18.94 Unrealized —

CTSH COGNIZANT TECHNOLOGY SOLUTIO 15.0%

Value ($000) $22,616 Shares 299,434 Est. Cost $66.14 Unrealized +0.9%

TAL TAL EDUCATION GROUP 7.0%

Value ($000) $10,579 Shares 837,645 Est. Cost $9.11 Unrealized —

— BRIGHT SCHOLAR ED HLDGS LTD 0.8%

Value ($000) $1,173 Shares 938,614 Est. Cost $2.85 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HDB	HDFC BANK LTD	627,958	$42,142	27.9%	$67.11	—	SPONSORED ADS	40415F101
YMM	FULL TRUCK ALLIANCE CO LTD	5,618,888	$39,388	26.1%	$7.01	—	SPONSORED ADS	35969L108
BEKE	KE HLDGS INC	2,155,469	$34,940	23.2%	$18.94	—	SPONSORED ADS	482497104
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	299,434	$22,616	15.0%	$66.14	+0.9%	CL A	192446102
TAL	TAL EDUCATION GROUP	837,645	$10,579	7.0%	$9.11	—	SPONSORED ADS	874080104
—	BRIGHT SCHOLAR ED HLDGS LTD	938,614	$1,173	0.8%	$2.85	—	SPON ADS NEW	109199208