Miura Global Management’s HDFC Bank HDB Stock Holding History

Miura Global 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
2016 Q4	–	Sell	-2,200,000	Closed	-$39.5M	–	23
2016 Q3	$39.5M	Sell	2,200,000 -300,000	-12%	-$5.27M	4.33%	11
2016 Q2	$41.5M	Sell	2,500,000 -1,700,000	-40%	-$27.1M	4.45%	10
2016 Q1	$64.7M	Buy	4,200,000 +2,600,000	+163%	+$37.1M	4.46%	9
2015 Q4	$24.6M	Buy	+1,600,000	New	+$24.2M	1.47%	25

Other funds holding HDB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

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

Miura Global Management's HDB Position: Q4 2016 in Review

Miura Global Management sold out of HDFC Bank (HDB) in Q4 2016, closing a stake of 2,200,000 shares — an estimated $39.5M sold.

Miura Global Management first reported a position in HDB in Q4 2015 and held it in 4 quarters. The position peaked at $64.7M in Q1 2016. 302 funds tracked by Wall St. Rank hold HDB as of Q4 2016.

Miura Global Management reported no remaining HDFC Bank position as of Q4 2016 after selling out during the quarter.
Miura Global Management sold 2,200,000 HDFC Bank shares in Q4 2016, an estimated $39.5M.
Miura Global Management first reported a position in HDFC Bank in Q4 2015 and held it in 4 quarters.
Miura Global Management's HDFC Bank position peaked at $64.7M in Q1 2016.
302 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2016.

Based on Miura Global Management's 13F filing for Q4 2016, filed 14 Feb 2017.