Theleme Partners’s HDFC Bank HDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
175,800
-325,000
| -65% | -$24.9M | 0.82% | 10 |
|
|
2025
Q1 | $33.3M | Hold |
500,800
| – | – | 2.62% | 10 |
|
|
2024
Q4 | $32M | Sell |
500,800
-12,700
| -2% | -$811K | 2.14% | 9 |
|
|
2024
Q3 | $32.1M | Buy |
513,500
+212,500
| +71% | +$13.3M | 1.84% | 9 |
|
|
2024
Q2 | $19.4M | Buy |
301,000
+90,000
| +43% | +$5.79M | 0.93% | 8 |
|
|
2024
Q1 | $11.8M | Buy |
+211,000
| New | +$11.8M | 0.6% | 7 |
|
|
2022
Q3 | – | Sell |
-92,600
| Closed | -$5.09M | – | 11 |
|
|
2022
Q2 | $5.09M | Buy |
92,600
+15,300
| +20% | +$841K | 0.2% | 12 |
|
|
2022
Q1 | $4.74M | Buy |
+77,300
| New | +$4.74M | 0.15% | 11 |
|
|
2020
Q4 | – | Sell |
-400,000
| Closed | -$20M | – | 18 |
|
|
2020
Q3 | $20M | Hold |
400,000
| – | – | 0.92% | 14 |
|
|
2020
Q2 | $18.2M | Hold |
400,000
| – | – | 0.86% | 14 |
|
|
2020
Q1 | $15.4M | Buy |
+400,000
| New | +$15.4M | 1.11% | 13 |
|
|
2016
Q1 | – | Sell |
-280,000
| Closed | -$8.62M | – | 10 |
|
|
2015
Q4 | $8.62M | Sell |
280,000
-400,000
| -59% | -$12.3M | 0.56% | 8 |
|
|
2015
Q3 | $20.8M | Hold |
680,000
| – | – | 1.46% | 7 |
|
|
2015
Q2 | $20.6M | Hold |
680,000
| – | – | 1.31% | 8 |
|
|
2015
Q1 | $20M | Buy |
+680,000
| New | +$20M | 1.34% | 8 |
|