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Ovata Capital Management’s HDFC Bank HDB Stock Holding History

Ovata 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
2026
Q1 		$47.3M Buy
1,986,361
+1,709,029
+616% +$53.1M 6.62% 5
2025
Q4 		$10M Buy
+277,332
New +$9.98M 1.22% 20
2025
Q3 		– Sell
-760,392
Closed -$29.3M – 45
2025
Q2 		$29.3M Sell
760,392
-875,368
-54% -$31.7M 6.34% 4
2025
Q1 		$54.6M Buy
1,635,760
+255,120
+18% +$7.78M 20.73% 1
2024
Q4 		$43.9M Buy
1,380,640
+652,800
+90% +$20.9M 16.75% 1
2024
Q3 		$23.5M Buy
727,840
+258,568
+55% +$7.95M 9.93% 2
2024
Q2 		$15.1M Sell
469,272
-79,252
-14% -$2.32M 8.2% 5
2024
Q1 		$15.2M Buy
548,524
+145,574
+36% +$4.13M 7.9% 4
2023
Q4 		$11.2M Buy
+402,950
New +$12.2M 20.84% 2
2022
Q2 		– Sell
-615,568
Closed -$19M – 85
2022
Q1 		$19M Buy
615,568
+415,568
+208% +$13.5M 5.85% 3
2021
Q4 		$6.55M Buy
200,000
+91,064
+84% +$3.19M 2.23% 10
2021
Q3 		$4M Buy
+108,936
New +$4.04M 1.54% 16
2020
Q2 		– Sell
-450,000
Closed -$8.39M – 183
2020
Q1 		$8.39M Buy
+450,000
New +$12.1M 5.56% 4

Other funds holding HDB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ovata Capital Management's HDB Position: Q1 2026 in Review

Ovata Capital Management increased its HDFC Bank (HDB) stake by 616% in Q1 2026, buying an estimated $53.1M and bringing the position to 1,986,361 shares worth $47.3M. The position accounts for 6.62% of the portfolio, ranked #5.

Ovata Capital Management first reported a position in HDB in Q1 2020 and has held it in 13 quarters since. The position peaked at $54.6M in Q1 2025. 601 funds tracked by Wall St. Rank hold HDB as of Q1 2026.

  • Ovata Capital Management held 1,986,361 shares of HDFC Bank worth $47.3M as of Q1 2026.
  • Ovata Capital Management bought 1,709,029 HDFC Bank shares in Q1 2026, an estimated $53.1M.
  • HDFC Bank made up 6.62% of Ovata Capital Management's portfolio in Q1 2026, its #5 holding.
  • Ovata Capital Management first reported a position in HDFC Bank in Q1 2020 and has held it in 13 quarters since.
  • Ovata Capital Management's HDFC Bank position peaked at $54.6M in Q1 2025.
  • 601 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.