Orbis Allan Gray’s HDFC Bank HDB Stock Holding History

Orbis Allan Gray’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	$244M	Buy	9,446,886 +7,658,990	+428%	+$192M	0.84%	41
2026 Q1	$44.5M	Buy	1,787,896 +1,087,063	+155%	+$33.8M	0.19%	69
2025 Q4	$25.6M	Sell	700,833 -56,131	-7%	-$2.02M	0.11%	80
2025 Q3	$25.9M	Sell	756,964 -81,898	-10%	-$3.02M	0.11%	71
2025 Q2	$32.2M	Sell	838,862 -63,234	-7%	-$2.29M	0.16%	62
2025 Q1	$30M	Sell	902,096 -2,133,622	-70%	-$65.1M	0.17%	59
2024 Q4	$96.9M	Buy	3,035,718 +1,922,084	+173%	+$61.5M	0.52%	39
2024 Q3	$34.8M	Sell	1,113,634 -165,818	-13%	-$5.1M	0.18%	61
2024 Q2	$41.2M	Buy	1,279,452 +411,644	+47%	+$12.1M	0.26%	53
2024 Q1	$24.3M	Buy	+867,808	New	+$24.6M	0.15%	60

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

Orbis Allan Gray's HDB Position: Q2 2026 in Review

Orbis Allan Gray increased its HDFC Bank (HDB) stake by 428% in Q2 2026, buying an estimated $192M and bringing the position to 9,446,886 shares worth $244M. The position accounts for 0.84% of the portfolio, ranked #41.

Orbis Allan Gray first reported a position in HDB in Q1 2024 and has held it in 10 quarters since. 554 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Orbis Allan Gray held 9,446,886 shares of HDFC Bank worth $244M as of Q2 2026.
Orbis Allan Gray bought 7,658,990 HDFC Bank shares in Q2 2026, an estimated $192M.
HDFC Bank made up 0.84% of Orbis Allan Gray's portfolio in Q2 2026, its #41 holding.
Orbis Allan Gray first reported a position in HDFC Bank in Q1 2024 and has held it in 10 quarters since.
554 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.