ICP

Indus Capital Partners Portfolio holdings

AUM $29.7M
1-Year Est. Return 34.31%
This Quarter Est. Return
1 Year Est. Return
+34.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.7M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$2.12M
2 +$1.86M

Top Sells

1 +$57M

Sector Composition

1 Consumer Discretionary 79%
2 Communication Services 16.59%
3 Consumer Staples 4.41%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HTHT icon
1
Huazhu Hotels Group
HTHT
$14.5B
$23.4M 79%
599,324
+47,500
KT icon
2
KT
KT
$8.95B
$4.92M 16.59%
252,500
+108,600
BEDU
3
Bright Scholar Education Holdings
BEDU
$65M
$1.31M 4.41%
670,589
HDB icon
4
HDFC Bank
HDB
$184B
-1,486,154