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Bowie Capital Management’s HDFC Bank HDB Stock Holding History

Bowie Capital Management’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
2024
Q2 		– Sell
-736,142
Closed -$20.6M – 36
2024
Q1 		$20.6M Buy
736,142
+232,848
+46% +$6.6M 1.54% 26
2023
Q4 		$16.9M Buy
503,294
+150,702
+43% +$4.55M 1.91% 23
2023
Q3 		$10.4M Buy
+352,592
New +$11.5M 0.89% 28
2023
Q2 		– Sell
-240,350
Closed -$8.01M – 40
2023
Q1 		$8.01M Sell
240,350
-338,538
-58% -$11.3M 0.93% 26
2022
Q4 		$19.8M Sell
578,888
-265,178
-31% -$8.61M 2.53% 20
2022
Q3 		$24.7M Sell
844,066
-274,620
-25% -$8.44M 2.59% 15
2022
Q2 		$30.7M Buy
1,118,686
+197,568
+21% +$5.57M 4.3% 10
2022
Q1 		$28.2M Sell
921,118
-66,328
-7% -$2.16M 3.58% 15
2021
Q4 		$32.1M Buy
987,446
+261,274
+36% +$9.15M 3.72% 15
2021
Q3 		$26.5M Buy
726,172
+44,172
+6% +$1.64M 2.85% 15
2021
Q2 		$24.9M Buy
682,000
+118,000
+21% +$4.32M 3.11% 15
2021
Q1 		$21.9M Sell
564,000
-66,000
-10% -$2.59M 2.96% 17
2020
Q4 		$22.8M Sell
630,000
-2,000
-0.3% -$63.8K 3.42% 15
2020
Q3 		$15.8M Buy
632,000
+250,000
+65% +$6.07M 2.52% 19
2020
Q2 		$8.68M Buy
382,000
+142,000
+59% +$2.92M 1.44% 23
2020
Q1 		$4.62M Buy
240,000
+172,000
+253% +$4.63M 1.18% 26
2019
Q4 		$2.15M Hold
68,000
– – 0.59% 26
2019
Q3 		$1.94M Buy
+68,000
New +$1.94M 0.36% 32

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bowie Capital Management's HDB Position: Q2 2024 in Review

Bowie Capital Management sold out of HDFC Bank (HDB) in Q2 2024, closing a stake of 736,142 shares — an estimated $20.6M sold.

Bowie Capital Management first reported a position in HDB in Q3 2019 and held it in 18 quarters. The position peaked at $32.1M in Q4 2021. 570 funds tracked by Wall St. Rank hold HDB as of Q2 2024.

  • Bowie Capital Management reported no remaining HDFC Bank position as of Q2 2024 after selling out during the quarter.
  • Bowie Capital Management sold 736,142 HDFC Bank shares in Q2 2024, an estimated $20.6M.
  • Bowie Capital Management first reported a position in HDFC Bank in Q3 2019 and held it in 18 quarters.
  • Bowie Capital Management's HDFC Bank position peaked at $32.1M in Q4 2021.
  • 570 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2024.

Based on Bowie Capital Management's 13F filing for Q2 2024, filed 6 Aug 2024.