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Indus Capital Partners, LLC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1350879) · Explore on the interactive board

Indus Capital Partners, LLC disclosed 2 US equity positions worth $29.9m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 12, 2026). Its largest position is HTHT at 85.4% of the reported book. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 1 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 0, reduced 1 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$29.9mreported US equity book
2positions
85.4%largest position
100.0%top 10 weight
1.33effective positions (1/HHI)
2quarters on file since Q1 2026

What does Indus Capital Partners, LLC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 0 added, 1 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 HTHT H WORLD GROUP LTD Consumer Cyclical 85.4%$25.5m610,924 -10% reduced
2 KT KT CORP Communication Services 14.6%$4.4m252,500 0% held

Sector mix

SectorWeight
Consumer Cyclical85.4%
Communication Services14.6%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20262$29.9m
Q1 20262$39.7m

How concentrated is Indus Capital Partners, LLC's portfolio?

Across every quarter Indus Capital Partners, LLC has filed, its median largest position is 85.9% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).