Indus Capital Partners, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Indus Capital Partners, LLC disclosed 5 US equity positions worth $139.1m in its Q4 2024 13F filing. The largest position was HDB at 41.8% of the reported book, followed by GDS and BEKE. Against the Q3 2024 filing, it opened 1 new position, added to 1 and reduced 3 among the top 5 holdings.
What did Indus Capital Partners, LLC own in Q4 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | HDB HDFC BANK LTD | Financial Services | 41.8% | $58.1m | 910,577 | -28% | reduced |
| 2 | GDS GDS HLDGS LTD | Technology | 29.8% | $41.5m | 1,745,558 | 39% | added |
| 3 | BEKE KE HLDGS INC | Real Estate | 26.9% | $37.4m | 2,028,691 | -3% | reduced |
| 4 | BEDU BRIGHT SCHOLAR ED HLDGS LTD | 0.8% | $1.2m | 670,725 | -5% | reduced | |
| 5 | PDD PDD HOLDINGS INC | Consumer Cyclical | 0.7% | $940.8k | 9,700 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.