Charles-Lim Capital’s HDFC Bank HDB Stock Holding History

Charles-Lim Capital’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 Q2	$48.4M	Sell	1,875,000 -1,125,000	-38%	-$28.2M	15.16%	3
2026 Q1	$74.6M	Buy	3,000,000 +775,000	+35%	+$24.1M	24.77%	2
2025 Q4	$81.3M	Buy	2,225,000 +225,000	+11%	+$8.09M	22.05%	2
2025 Q3	$68.3M	Sell	2,000,000 -1,000,000	-33%	-$36.9M	17.43%	2
2025 Q2	$115M	Sell	3,000,000 -500,000	-14%	-$18.1M	28.66%	1
2025 Q1	$116M	Sell	3,500,000 -1,500,000	-30%	-$45.7M	34.26%	1
2024 Q4	$160M	Sell	5,000,000 -150,000	-3%	-$4.8M	39.99%	1
2024 Q3	$161M	Buy	5,150,000 +1,800,000	+54%	+$55.3M	45.8%	1
2024 Q2	$108M	Sell	3,350,000 -300,000	-8%	-$8.79M	26.44%	1
2024 Q1	$102M	Sell	3,650,000 -600,000	-14%	-$17M	34.04%	1
2023 Q4	$143M	Buy	4,250,000 +50,000	+1%	+$1.51M	40.87%	1
2023 Q3	$124M	Sell	4,200,000 -1,200,000	-22%	-$39.1M	28.64%	2
2023 Q2	$188M	Buy	5,400,000 +600,000	+13%	+$20.2M	27.78%	2
2023 Q1	$160M	Buy	4,800,000 +270,172	+6%	+$9.03M	23.04%	2
2022 Q4	$155M	Buy	4,529,828 +1,029,828	+29%	+$33.4M	23.1%	2
2022 Q3	$102M	Sell	3,500,000 -1,850,000	-35%	-$56.9M	20.53%	2
2022 Q2	$147M	Sell	5,350,000 -950,000	-15%	-$26.8M	19.66%	3
2022 Q1	$193M	Sell	6,300,000 -520,000	-8%	-$16.9M	20.57%	2
2021 Q4	$222M	Buy	6,820,000 +1,670,000	+32%	+$58.5M	17.1%	3
2021 Q3	$188M	Buy	5,150,000 +50,000	+1%	+$1.85M	20.47%	2
2021 Q2	$186M	Sell	5,100,000 -400,000	-7%	-$14.7M	19.79%	3
2021 Q1	$214M	Sell	5,500,000 -1,000,000	-15%	-$39.2M	24.42%	2
2020 Q4	$235M	Sell	6,500,000 -4,082,328	-39%	-$130M	25.83%	2
2020 Q3	$264M	Sell	10,582,328 -3,924,552	-27%	-$95.2M	28.87%	2
2020 Q2	$330M	Buy	14,506,880 +3,343,616	+30%	+$68.6M	38.58%	2
2020 Q1	$215M	Buy	11,163,264 +4,581,734	+70%	+$123M	35.46%	2
2019 Q4	$209M	Buy	6,581,530 +623,602	+10%	+$19M	35.35%	2
2019 Q3	$170M	Buy	5,957,928 +1,225,076	+26%	+$34.9M	33.95%	2
2019 Q2	$154M	Sell	4,732,852 -459,944	-9%	-$13.9M	26.97%	2
2019 Q1	$150M	Sell	5,192,796 -1,257,428	-19%	-$32.6M	31.02%	2
2018 Q4	$167M	Buy	6,450,224 +279,896	+5%	+$6.62M	49.02%	1
2018 Q3	$145M	Sell	6,170,328 -59,392	-1%	-$1.51M	39.83%	2
2018 Q2	$164M	Buy	6,229,720 +728,152	+13%	+$18.2M	37.13%	1
2018 Q1	$136M	Buy	5,501,568 +42,068	+0.8%	+$1.06M	27.8%	1
2017 Q4	$139M	Sell	5,459,500 -381,544	-7%	-$9.14M	25.6%	2
2017 Q3	$141M	Buy	5,841,044 +1,154,488	+25%	+$27.4M	28.43%	1
2017 Q2	$102M	Buy	4,686,556 +990,004	+27%	+$20.7M	25.55%	2
2017 Q1	$69.5M	Buy	3,696,552 +1,512	+0%	+$26.3K	19.49%	3
2016 Q4	$56.1M	Buy	3,695,040 +1,047,800	+40%	+$17.5M	15.4%	4
2016 Q3	$47.6M	Buy	2,647,240 +632,816	+31%	+$11.1M	12.41%	4
2016 Q2	$33.4M	Buy	2,014,424 +331,672	+20%	+$5.29M	12.13%	5
2016 Q1	$25.9M	Buy	1,682,752 +127,072	+8%	+$1.82M	11.67%	4
2015 Q4	$24M	Sell	1,555,680 -136,348	-8%	-$2.06M	10.98%	4
2015 Q3	$25.8M	Sell	1,692,028 -486,424	-22%	-$7.34M	10.99%	6
2015 Q2	$33M	Buy	2,178,452 +158,024	+8%	+$2.29M	13.6%	4
2015 Q1	$29.7M	Sell	2,020,428 -889,212	-31%	-$13M	20.2%	3
2014 Q4	$36.9M	Buy	+2,909,640	New	+$36.7M	34.57%	1

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Charles-Lim Capital's HDB Position: Q2 2026 in Review

Charles-Lim Capital reduced its HDFC Bank (HDB) stake by 38% in Q2 2026, selling an estimated $28.2M and leaving 1,875,000 shares worth $48.4M. The position accounts for 15.16% of the portfolio, ranked #3.

Charles-Lim Capital first reported a position in HDB in Q4 2014 and has held it in 47 quarters since. The position peaked at $330M in Q2 2020. 553 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Charles-Lim Capital held 1,875,000 shares of HDFC Bank worth $48.4M as of Q2 2026.
Charles-Lim Capital sold 1,125,000 HDFC Bank shares in Q2 2026, an estimated $28.2M.
HDFC Bank made up 15.16% of Charles-Lim Capital's portfolio in Q2 2026, its #3 holding.
Charles-Lim Capital first reported a position in HDFC Bank in Q4 2014 and has held it in 47 quarters since.
Charles-Lim Capital's HDFC Bank position peaked at $330M in Q2 2020.
553 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Charles-Lim Capital's 13F filing for Q2 2026, filed 13 Aug 2026.