Latest INDUS CAPITAL PARTNERS, LLC Stock Portfolio
$160Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About INDUS CAPITAL PARTNERS, LLC and it’s 13F Hedge Fund Stock Holdings
INDUS CAPITAL PARTNERS, LLC is a hedge fund based in NEW YORK, NY. On 28-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3.2 Billions. In it's latest 13F Holdings report, INDUS CAPITAL PARTNERS, LLC reported an equity portfolio of $160.9 Millions as of 31 Mar, 2024.
The top stock holdings of INDUS CAPITAL PARTNERS, LLC are HDB, YMM, BEKE. The fund has invested 45.7% of it's portfolio in HDFC BANK LTD and 28.1% of portfolio in FULL TRUCK ALLIANCE CO LTD.
The fund managers got completely rid off TAL EDUCATION GROUP (TAL) stocks. They significantly reduced their stock positions in COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and BRIGHT SCHOLAR ED HLDGS LTD (BEDU). The fund showed a lot of confidence in some stocks as they added substantially to HDFC BANK LTD (HDB) and FULL TRUCK ALLIANCE CO LTD (YMM).
The top stock holdings of INDUS CAPITAL PARTNERS, LLC are HDB, YMM, BEKE. The fund has invested 45.7% of it's portfolio in HDFC BANK LTD and 28.1% of portfolio in FULL TRUCK ALLIANCE CO LTD.
The fund managers got completely rid off TAL EDUCATION GROUP (TAL) stocks. They significantly reduced their stock positions in COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and BRIGHT SCHOLAR ED HLDGS LTD (BEDU). The fund showed a lot of confidence in some stocks as they added substantially to HDFC BANK LTD (HDB) and FULL TRUCK ALLIANCE CO LTD (YMM).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| HDFC BANK LTD | 109 |
| FULL TRUCK ALLIANCE CO LTD | 10.61 |
Additions to existing portfolio by INDUS CAPITAL PARTNERS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| COGNIZANT TECHNOLOGY SOLUTIO | -50.09 |
| BRIGHT SCHOLAR ED HLDGS LTD | -15.38 |
INDUS CAPITAL PARTNERS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| TAL EDUCATION GROUP | -10,579,500 |
INDUS CAPITAL PARTNERS, LLC got rid off the above stocks
Current Stock Holdings of INDUS CAPITAL PARTNERS, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BEDU | BRIGHT SCHOLAR ED HLDGS LTD | 0.98 | 794,238 | 1,572,590 | REDUCED | -15.38 | |
| BEKE | KE HLDGS INC | 18.40 | 2,155,470 | 29,594,600 | UNCHANGED | 0.00 | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 6.81 | 149,434 | 10,952,000 | REDUCED | -50.09 | |
| HDB | HDFC BANK LTD | 45.73 | 1,314,360 | 73,564,600 | ADDED | 109 | |
| TAL | TAL EDUCATION GROUP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 28.09 | 6,214,990 | 45,183,000 | ADDED | 10.61 |