Baillie Gifford & Co’s HDFC Bank HDB Stock Holding History

Baillie Gifford & Co’s Portfolio HDB Stock Details HDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$163M	Buy	6,538,950 +792,131	+14%	+$24.6M	0.17%	102
2025 Q4	$210M	Sell	5,746,819 -1,059,999	-16%	-$38.1M	0.17%	99
2025 Q3	$233M	Sell	6,806,818 -100,600	-1%	-$3.71M	0.17%	91
2025 Q2	$265M	Sell	6,907,418 -216,728	-3%	-$7.86M	0.2%	82
2025 Q1	$237M	Sell	7,124,146 -107,354	-1%	-$3.27M	0.21%	81
2024 Q4	$231M	Sell	7,231,500 -9,470,932	-57%	-$303M	0.18%	91
2024 Q3	$522M	Sell	16,702,432 -6,363,998	-28%	-$196M	0.39%	53
2024 Q2	$742M	Buy	23,066,430 +527,380	+2%	+$15.4M	0.58%	40
2024 Q1	$631M	Buy	22,539,050 +3,265,084	+17%	+$92.6M	0.49%	46
2023 Q4	$647M	Buy	19,273,966 +153,010	+0.8%	+$4.62M	0.51%	48
2023 Q3	$564M	Buy	19,120,956 +12,383,096	+184%	+$403M	0.51%	49
2023 Q2	$235M	Sell	6,737,860 -64,112	-0.9%	-$2.16M	0.2%	90
2023 Q1	$227M	Buy	6,801,972 +456,082	+7%	+$15.2M	0.2%	87
2022 Q4	$217M	Buy	6,345,890 +217,910	+4%	+$7.07M	0.23%	86
2022 Q3	$179M	Buy	6,127,980 +489,186	+9%	+$15M	0.18%	91
2022 Q2	$155M	Sell	5,638,794 -421,058	-7%	-$11.9M	0.16%	99
2022 Q1	$186M	Buy	6,059,852 +1,389,020	+30%	+$45.1M	0.13%	103
2021 Q4	$152M	Buy	4,670,832 +45,970	+1%	+$1.61M	0.08%	124
2021 Q3	$169M	Buy	4,624,862 +251,816	+6%	+$9.34M	0.09%	123
2021 Q2	$160M	Buy	4,373,046 +163,266	+4%	+$5.98M	0.08%	134
2021 Q1	$164M	Sell	4,209,780 -101,218	-2%	-$3.97M	0.09%	129
2020 Q4	$156M	Buy	4,310,998 +98,410	+2%	+$3.14M	0.09%	119
2020 Q3	$105M	Sell	4,212,588 -461,494	-10%	-$11.2M	0.07%	120
2020 Q2	$106M	Buy	4,674,082 +243,406	+5%	+$5M	0.08%	109
2020 Q1	$85.2M	Sell	4,430,676 -324,482	-7%	-$8.73M	0.09%	101
2019 Q4	$151M	Sell	4,755,158 -348,060	-7%	-$10.6M	0.15%	97
2019 Q3	$146M	Sell	5,103,218 -11,822	-0.2%	-$337K	0.17%	94
2019 Q2	$166M	Sell	5,115,040 -79,272	-2%	-$2.39M	0.18%	91
2019 Q1	$151M	Sell	5,194,312 -130,888	-2%	-$3.39M	0.16%	86
2018 Q4	$138M	Sell	5,325,200 -32,248	-0.6%	-$762K	0.18%	85
2018 Q3	$126M	Buy	5,357,448 +81,792	+2%	+$2.09M	0.14%	87
2018 Q2	$139M	Sell	5,275,656 -70,036	-1%	-$1.75M	0.15%	82
2018 Q1	$132M	Sell	5,345,692 -111,112	-2%	-$2.8M	0.15%	81
2017 Q4	$139M	Sell	5,456,804 -388,116	-7%	-$9.29M	0.17%	80
2017 Q3	$141M	Buy	5,844,920 +2,293,580	+65%	+$54.5M	0.18%	79
2017 Q2	$77.2M	Sell	3,551,340 -367,004	-9%	-$7.67M	0.1%	90
2017 Q1	$73.7M	Sell	3,918,344 -96,184	-2%	-$1.67M	0.11%	88
2016 Q4	$60.9M	Sell	4,014,528 -54,680	-1%	-$915K	0.1%	90
2016 Q3	$73.1M	Sell	4,069,208 -171,680	-4%	-$3.02M	0.11%	85
2016 Q2	$70.3M	Sell	4,240,888 -277,176	-6%	-$4.42M	0.13%	83
2016 Q1	$69.6M	Sell	4,518,064 -387,012	-8%	-$5.53M	0.12%	88
2015 Q4	$75.5M	Sell	4,905,076 -93,344	-2%	-$1.41M	0.13%	81
2015 Q3	$76.3M	Buy	4,998,420 +69,200	+1%	+$1.04M	0.15%	87
2015 Q2	$74.6M	Buy	4,929,220 +132,176	+3%	+$1.92M	0.13%	89
2015 Q1	$70.6M	Buy	+4,797,044	New	+$70.1M	0.13%	91

Other funds holding HDB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Baillie Gifford & Co's HDB Position: Q1 2026 in Review

Baillie Gifford & Co increased its HDFC Bank (HDB) stake by 14% in Q1 2026, buying an estimated $24.6M and bringing the position to 6,538,950 shares worth $163M. The position accounts for 0.17% of the portfolio, ranked #102.

Baillie Gifford & Co first reported a position in HDB in Q1 2015 and has held it in 45 quarters since. The position peaked at $742M in Q2 2024. 600 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

Baillie Gifford & Co held 6,538,950 shares of HDFC Bank worth $163M as of Q1 2026.
Baillie Gifford & Co bought 792,131 HDFC Bank shares in Q1 2026, an estimated $24.6M.
HDFC Bank made up 0.17% of Baillie Gifford & Co's portfolio in Q1 2026, its #102 holding.
Baillie Gifford & Co first reported a position in HDFC Bank in Q1 2015 and has held it in 45 quarters since.
Baillie Gifford & Co's HDFC Bank position peaked at $742M in Q2 2024.
600 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.