INDUS CAPITAL PARTNERS, LLC

CIK 1350879 · View on SEC EDGAR ↗

Portfolio value
$29.9M
#8,855 of 9,443 by 13F value · top 93.8%
Positions
2
As of
June 30, 2026

Portfolio value QoQ: -24.9% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $2,974,636

Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 28.6% still held

New positions
0
Increased
0
Decreased
1
Closed
1
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Performance vs S&P 500

Tracked Q3 2025–Q2 2026
+6.4%
S&P 500 total return (same window)
+13.0%
Excess return
-6.5%

Annualized: +8.7% · S&P 500: +17.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 98.7% · Options excluded: 0.0%

Sector breakdown

Consumer Discretionary
85.4%
Telecommunication
14.6%

Full portfolio 2 positions

Type Streak 8Q trend
HTHT H World Group Limited - American Depositary Shares $25,487,749 85.38% 610,924 $-8,821,296 Down ×1
KT KT Corporation Common Stock $4,363,200 14.62% 252,500 $-1,052,925

Top movers (QoQ)

Security Action Shares Δ Value Δ
HTHT Trimmed -71K -$8.8M
KT Price move only +0 -$1.1M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
HDB Sept. 30, 2025 743,077 $56,971,714 -32.0%
BEKE March 31, 2025 2,028,691 $37,368,488 -15.6%
GDS June 30, 2025 1,342,258 $33,999,395 10.1%
BEDU Dec. 31, 2025 670,589 $1,307,649 No longer tracked
PDD June 30, 2025 9,700 $1,147,995 -15.4%