Latest INDUS CAPITAL PARTNERS, LLC Stock Portfolio
$150Million
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $150.8 Millions as of 31 Dec, 2023.
The top stock holdings of INDUS CAPITAL PARTNERS, LLC are HDB, YMM, BEKE. The fund has invested 27.9% of it's portfolio in HDFC BANK LTD and 26.1% of portfolio in FULL TRUCK ALLIANCE CO LTD.
The fund managers got completely rid off SEA LTD (SE) and TDCX INC (TDCX) stocks. They significantly reduced their stock positions in TAL EDUCATION GROUP (TAL), COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and BRIGHT SCHOLAR ED HLDGS LTD (BEDU). INDUS CAPITAL PARTNERS, LLC opened new stock positions in HDFC BANK LTD (HDB) and FULL TRUCK ALLIANCE CO LTD (YMM). The fund showed a lot of confidence in some stocks as they added substantially to KE HLDGS INC (BEKE).
The top stock holdings of INDUS CAPITAL PARTNERS, LLC are HDB, YMM, BEKE. The fund has invested 27.9% of it's portfolio in HDFC BANK LTD and 26.1% of portfolio in FULL TRUCK ALLIANCE CO LTD.
The fund managers got completely rid off SEA LTD (SE) and TDCX INC (TDCX) stocks. They significantly reduced their stock positions in TAL EDUCATION GROUP (TAL), COGNIZANT TECHNOLOGY SOLUTIO (CTSH) and BRIGHT SCHOLAR ED HLDGS LTD (BEDU). INDUS CAPITAL PARTNERS, LLC opened new stock positions in HDFC BANK LTD (HDB) and FULL TRUCK ALLIANCE CO LTD (YMM). The fund showed a lot of confidence in some stocks as they added substantially to KE HLDGS INC (BEKE).
New Buys
| Ticker | $ Bought |
|---|---|
| HDFC BANK LTD | 42,142,300 |
| FULL TRUCK ALLIANCE CO LTD | 39,388,400 |
New stocks bought by INDUS CAPITAL PARTNERS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| KE HLDGS INC | 19.34 |
Additions to existing portfolio by INDUS CAPITAL PARTNERS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| TAL EDUCATION GROUP | -81.16 |
| COGNIZANT TECHNOLOGY SOLUTIO | -28.72 |
| BRIGHT SCHOLAR ED HLDGS LTD | -0.25 |
INDUS CAPITAL PARTNERS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| TDCX INC | -9,342,970 |
| SEA LTD | -40,199,700 |
INDUS CAPITAL PARTNERS, LLC got rid off the above stocks
Current Stock Holdings of INDUS CAPITAL PARTNERS, LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| BEDU | BRIGHT SCHOLAR ED HLDGS LTD | 0.78 | 938,614 | 1,173,270 | REDUCED | -0.25 | |
| BEKE | KE HLDGS INC | 23.16 | 2,155,470 | 34,940,200 | ADDED | 19.34 | |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 14.99 | 299,434 | 22,616,200 | REDUCED | -28.72 | |
| HDB | HDFC BANK LTD | 27.94 | 627,958 | 42,142,300 | NEW | ||
| SE | SEA LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TAL | TAL EDUCATION GROUP | 7.01 | 837,645 | 10,579,500 | REDUCED | -81.16 | |
| TDCX | TDCX INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 26.11 | 5,618,890 | 39,388,400 | NEW |