Indus Capital Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Indus Capital Partners, LLC reported 5 stock positions worth $163.3 million. Its top holding was HDFC Bank Ltd.-ADR (HDB) at 51.7% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 28.1%) and Ke Holdings Inc.-ADR (BEKE, 18.2%). Compared with Q1 2024, it reduced 5. The biggest sale was Cognizant Tech Solutions-A (CTSH, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001350879
- Portfolio Value
- $163.3M (Q2 2024)
- SEC Filing
- 0000919574-24-004567 ↗ filed Aug 14, 2024
Holdings Value
Holdings 5 stocks · $163.3M
| HDB HDFC Bank Ltd.-ADR | 51.70% | 1,312,758 | $84.4M | Reduce -0.1% |
| YMM Full Truck Alliance -SPN ADR | 28.06% | 5,700,988 | $45.8M | Reduce -8.3% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 18.22% | 2,103,591 | $29.8M | Reduce -2.4% |
| CTSH Cognizant Tech Solutions-A | 1.02% | 24,415 | $1.7M | Reduce -83.7% |
| BEDU Bright Scholar Education-ADR | 1.00% | 778,063 | $1.6M | Reduce -2.0% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2 | $29.9M | HTHT, KT |
| Q1 2026 | 2 | $39.7M | HTHT, KT |
| Q4 2025 | 2 | $30.9M | HTHT, KT |
| Q3 2025 | 3 | $29.7M | HTHT, KT, BEDU |
| Q2 2025 | 4 | $79.9M | HDB, HTHT, KT, BEDU |
| Q1 2025 | 5 | $105.9M | HDB, GDS, HTHT, PDD, BEDU |
| Q4 2024 | 5 | $139.1M | HDB, GDS, BEKE, BEDU, PDD |
| Q3 2024 | 5 | $149.4M | HDB, BEKE, GDS, CTSH, BEDU |
| Q2 2024 | 5 | $163.3M | HDB, YMM, BEKE, CTSH, BEDU |
| Q1 2024 | 5 | $160.9M | HDB, YMM, BEKE, CTSH, BEDU |