Indus Capital Partners, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Indus Capital Partners, LLC disclosed 5 US equity positions worth $105.9m in its Q1 2025 13F filing. The largest position was HDB at 52.4% of the reported book, followed by GDS and HTHT. Against the Q4 2024 filing, it opened 1 new position, added to 0 and reduced 2 among the top 5 holdings.
What did Indus Capital Partners, LLC own in Q1 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | HDB HDFC BANK LTD | Financial Services | 52.4% | $55.5m | 834,677 | -8% | reduced |
| 2 | GDS GDS HLDGS LTD | Technology | 32.1% | $34.0m | 1,342,258 | -23% | reduced |
| 3 | HTHT H WORLD GROUP LTD | Consumer Cyclical | 13.4% | $14.2m | 383,200 | – | new |
| 4 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.1% | $1.1m | 9,700 | 0% | held |
| 5 | BEDU BRIGHT SCHOLAR ED HLDGS LTD | 1.1% | $1.1m | 670,589 | -0% | held |
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.