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 Q2	$50.6M	Sell	1,972,276 -14,085	-0.7%	-$353K	3.8%	5
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

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

Ovata Capital Management's HDB Position: Q2 2026 in Review

Ovata Capital Management reduced its HDFC Bank (HDB) stake by 0.71% in Q2 2026, selling an estimated $353K and leaving 1,972,276 shares worth $50.6M. The position accounts for 3.8% of the portfolio, ranked #5.

Ovata Capital Management first reported a position in HDB in Q1 2020 and has held it in 14 quarters since. The position peaked at $54.6M in Q1 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

Ovata Capital Management held 1,972,276 shares of HDFC Bank worth $50.6M as of Q2 2026.
Ovata Capital Management sold 14,085 HDFC Bank shares in Q2 2026, an estimated $353K.
HDFC Bank made up 3.8% of Ovata Capital Management's portfolio in Q2 2026, its #5 holding.
Ovata Capital Management first reported a position in HDFC Bank in Q1 2020 and has held it in 14 quarters since.
Ovata Capital Management's HDFC Bank position peaked at $54.6M in Q1 2025.
555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Ovata Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.