Indus Capital Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Indus Capital Partners, LLC reported 2 stock positions worth $39.7 million. Its top holding was H World Group Ltd.-ADR (HTHT) at 86.4% of the portfolio, followed by KT Corp.-SP ADR (KT, 13.6%). Compared with Q4 2025, it added to 1. The biggest buy was H World Group Ltd.-ADR (HTHT, shares +23%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001350879
Portfolio Value
$39.7M (Q1 2026)
SEC Filing
0001350879-26-000001 ↗ filed May 13, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $160.9M Q1 2024 Q2 2024: $163.3M Q2 2024 Q3 2024: $149.4M Q3 2024 Q4 2024: $139.1M Q4 2024 Q1 2025: $105.9M Q1 2025 Q2 2025: $79.9M Q2 2025 Q3 2025: $29.7M Q3 2025 Q4 2025: $30.9M Q4 2025 Q1 2026: $39.7M $39.7M Q1 2026 Q2 2026: $29.9M Q2 2026

Holdings 2 stocks · $39.7M

HTHT H World Group Ltd.-ADR 86.37% 682,224 $34.3M Add +22.8%
KT KT Corp.-SP ADR 13.63% 252,500 $5.4M No change

Portfolio Sells Q4 2025 → Q1 2026

None this quarter.

Portfolio Buys Q4 2025 → Q1 2026

HTHT H World Group Ltd.-ADR Add +22.8% 86.37% +1.85

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$29.9MHTHT, KT
Q1 2026 2$39.7MHTHT, KT
Q4 2025 2$30.9MHTHT, KT
Q3 2025 3$29.7MHTHT, KT, BEDU
Q2 2025 4$79.9MHDB, HTHT, KT, BEDU
Q1 2025 5$105.9MHDB, GDS, HTHT, PDD, BEDU
Q4 2024 5$139.1MHDB, GDS, BEKE, BEDU, PDD
Q3 2024 5$149.4MHDB, BEKE, GDS, CTSH, BEDU
Q2 2024 5$163.3MHDB, YMM, BEKE, CTSH, BEDU
Q1 2024 5$160.9MHDB, YMM, BEKE, CTSH, BEDU