Indus Capital Partners, LLC — Q2 2021 13F Holdings

Name: Indus Capital Partners, LLC — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001350879

Total reported value

$39.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ACMR	Acm Research Inc-class A	Stock-Other	10.18%	—	-17.35%
2	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	9.37%	—	-8.23%
3	ZLAB	Zai Lab Ltd-adr	Stock-Other	7.86%	—	-31.64%
4	EAFEUR	Graftech International LTD	Stock-Other	5.13%	—	+1.22%
5	NBP	Novabridge Biosciences	Stock-Other	4.40%	—	-37.66%
6	SE	Sea Ltd-adr	Stock-Comm Services	3.89%	—	+42.13%
7	DIDIY	Didi Global INC	Stock-Other	3.66%	—	—
8	BEDUUSD	Bright Scholar Education-adr	Stock-Other	3.50%	—	+2.95%
9	GDS	Gds Holdings LTD - Adr	Stock-Other	3.28%	—	-35.13%
10	JOBSUSD	51job Inc-adr	Stock-Other	3.21%	—	—
11	YUMC	Yum China Holdings INC	Stock-Consumer Disc	2.78%	—	-27.09%
12	HDB	Hdfc Bank Ltd-adr	Stock-Financials	2.63%	—	+11.26%
13	RLX	Rlx Technology Inc-adr	Stock-Other	2.54%	—	+29.15%
14	ONC	Beone Medicines Ltd-adr	Stock-Other	2.54%	—	-28.37%
15	BEKE	Ke Holdings Inc-adr	Stock-Other	2.46%	—	-23.21%
16	BBD	Banco Bradesco-adr	Stock-Other	2.32%	—	+31.91%
17	LITE	Lumentum Holdings INC	Stock-Tech	2.23%	—	+6.12%
18	PBR	Petroleo Brasileiro-spon Adr	Stock-Energy	2.11%	—	-32.49%
19	BIDU	Baidu INC - Spon Adr	Stock-Comm Services	1.90%	—	—
20	FUTU	Futu Holdings Ltd-adr	Stock-Financials	1.87%	—	-3.15%
21	YALA	Yalla Group LTD	Stock-Other	1.82%	—	+176.98%
22	JD	Jd.com Inc-adr	Stock-Consumer Disc	1.80%	—	+23.64%
23	CPNG	Coupang INC	Stock-Consumer Disc	1.61%	—	+79.10%
24	ARGX	Argenx Se - Adr	Stock-Healthcare	1.50%	—	-16.36%
25	TX	Ternium Sa-sponsored Adr	Stock-Other	1.47%	—	—
26	CAN	Canaan INC	Stock-Other	1.37%	—	+329.30%
27	D0A	Dada Nexus Ltd-adr	Stock-Other	1.35%	—	+11.28%
28	TCOM	Trip.com Group Ltd-adr	Stock-Consumer Disc	1.29%	—	-13.64%
29	ASAIY	Sendas Distribuidora SA	Stock-Other	1.22%	—	+2.58%
30	AMXN	America Movil-spn Adr Cl L	Stock-Other	1.17%	—	—
31	VIV	Telefonica Brasil-adr	Stock-Other	1.15%	—	+23.15%
32	✓		Stock-Other	1.12%	—	—
33	YSG	Yatsen Holding Limited	Stock-Other	1.01%	—	+208.41%
34	EDU	New Oriental Education & Technology Group Inc.	Stock-Consumer Staples	0.98%	—	—
35	FMX	Fomento Economico Mex-sp Adr	Stock-Other	0.93%	—	—
36	LEGN	Legend Biotech Corp-adr	Stock-Other	0.66%	—	—
37	BILI	Bilibili Inc-sponsored Adr	Stock-Other	0.51%	—	-45.80%
38	BNR	Burning Rock Biotech Ltd-adr	Stock-Other	0.41%	—	-41.91%
39	HUYA	Huya Inc-adr	Stock-Other	0.31%	—	—
40	ARCO	Arcos Dorados Holdings Inc.	Stock-Other	0.29%	—	—
41	✓	Despegar.com CORP	Stock-Other	0.15%	—	—

Holding changes this quarter

Position changes disclosed by Indus Capital Partners, LLC for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BABA	Alibaba Group Holding-sp Adr	—	EXIT	Sold out
2	ACMR	Acm Research Inc-class A	—	EXIT	Sold out
3	ZLAB	Zai Lab Ltd-adr	—	EXIT	Sold out
4	EAFEUR	Graftech International LTD	—	EXIT	Sold out
5	GDS	Gds Holdings LTD - Adr	—	EXIT	Sold out
6	BEDUUSD	Bright Scholar Education-adr	—	EXIT	Sold out
7	NBP	Novabridge Biosciences	—	EXIT	Sold out
8	BEKE	Ke Holdings Inc-adr	—	EXIT	Sold out
9	ONC	Beone Medicines Ltd-adr	—	EXIT	Sold out
10	YUMC	Yum China Holdings INC	—	EXIT	Sold out
11	HDB	Hdfc Bank Ltd-adr	—	EXIT	Sold out
12	IBN	Icici Bank Ltd-spon Adr	—	EXIT	Sold out
13	LITE	Lumentum Holdings INC	—	EXIT	Sold out
14	RLX	Rlx Technology Inc-adr	—	EXIT	Sold out
15	SE	Sea Ltd-adr	—	EXIT	Sold out
16	PBR	Petroleo Brasileiro-spon Adr	—	EXIT	Sold out
17	BIDU	Baidu INC - Spon Adr	—	EXIT	Sold out
18	FUTU	Futu Holdings Ltd-adr	—	EXIT	Sold out
19	TCOM	Trip.com Group Ltd-adr	—	EXIT	Sold out
20	ARGX	Argenx Se - Adr	—	EXIT	Sold out
21	BBD	Banco Bradesco-adr	—	EXIT	Sold out
22	JD	Jd.com Inc-adr	—	EXIT	Sold out
23	TV	Grupo Televisa Sa-spon Adr	—	EXIT	Sold out
24	✓		—	EXIT	Sold out
25	D0A	Dada Nexus Ltd-adr	—	EXIT	Sold out
26	C1B2	Cia Brasileira De Dis- Adr	—	EXIT	Sold out
27	CPNG	Coupang INC	—	EXIT	Sold out
28	BZUN	Baozun Inc-spn Adr	—	EXIT	Sold out
29	ASAIY	Sendas Distribuidora SA	—	EXIT	Sold out
30	VIV	Telefonica Brasil-adr	—	EXIT	Sold out
31	ABEV	Ambev Sa-adr	—	EXIT	Sold out
32	BILI	Bilibili Inc-sponsored Adr	—	EXIT	Sold out
33	YALA	Yalla Group LTD	—	EXIT	Sold out
34	LI	Li Auto INC - Adr	—	EXIT	Sold out
35	CAN	Canaan INC	—	EXIT	Sold out
36	BNR	Burning Rock Biotech Ltd-adr	—	EXIT	Sold out
37	YSG	Yatsen Holding Limited	—	EXIT	Sold out
38	GOTU	Gaotu Techedu INC	—	EXIT	Sold out
39	SECOGBP	Secoo Holding LTD - Adr	—	EXIT	Sold out
40	ARCO	Arcos Dorados Holdings Inc.	—	EXIT	Sold out
41	✓	Gracell Biotechnologies-adr	—	EXIT	Sold out
42	EH	Ehang Holdings Ltd-sps Adr	—	EXIT	Sold out
43	HCM	Hutchmed China-adr	—	EXIT	Sold out