INDUS CAPITAL PARTNERS, LLC
Follow13F filer, CIK 1350879, NEW YORK, NY
INDUS CAPITAL PARTNERS, LLC reported $149,407,685 across 5 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-13.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-24-006398
- Period
- 2024-09-30
- Reported value
- $149M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GDSnew | +1,257,758 | $25.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| YMMexited | -5,700,988 | -$45.8M |
| HDBreduced | -54,335 | -$3.4M |
| BEKEreduced | -9,200 | -$183K |
| BRIGHT SCHOLAR ED HLDGS LTDreduced | -69,258 | -$141K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2024
Share positions as resolved from 13F-HR 0000919574-24-006398, largest first. % of portfolio is the value over $149,407,685, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| HDBHDFC BANK LTD | 1,258,423 | $78.7M | 52.69% | -54,335 | Timeline | ||
| BEKEKE HLDGS INC | 2,094,391 | $41.7M | 27.91% | -9,200 | Timeline | ||
| GDSGDS HLDGS LTD | 1,257,758 | $25.7M | 17.17% | new | Timeline | ||
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 24,415 | $1.88M | 1.26% | 0 | Timeline | ||
| BRIGHT SCHOLAR ED HLDGS LTDBRIGHT SCHOLAR ED HLDGS LTD | 708,805 | $1.44M | 0.96% | -69,258 |
Sold out in Q3 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| YMMFULL TRUCK ALLIANCE CO LTD | 5,700,988 | $45.8M | shares |
How Q3 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000919574-24-006398 | base | 2024-11-13 | acceptance time not in the bulk data set |