Institutional Manager · CIK 0001350879
INDUS CAPITAL PARTNERS, LLC
New York, NY · File #028-11627
Latest AUM
$30.9M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | H WORLD GROUP LTD | HWLDF | -43,600 | -$2.1M | +$4.8M |
| EXITED | BRIGHT SCHOLAR ED HLDGS LTD | 109199208 | -670,589 | -$1.3M | $0 |
| REDUCE | KT CORP | KT | 0 | $0 | -$133,825 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $30.9M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $29.7M
- 13F HOLDINGS REPORTQ/E Jun 20254 pos · $79.9M
- 13F HOLDINGS REPORTQ/E Mar 20255 pos · $105.9M
- 13F HOLDINGS REPORTQ/E Dec 20245 pos · $139.1M
- 13F HOLDINGS REPORTQ/E Sep 20245 pos · $149.4M
- 13F HOLDINGS REPORTQ/E Jun 20245 pos · $163.3M
- 13F HOLDINGS REPORTQ/E Mar 20245 pos · $160.9M
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $147.6M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | H WORLD GROUP LTD | HWLDF | 555,724 | $26.1M | 84.52% |
| 2 | KT CORP | KT | 252,500 | $4.8M | 15.48% |