Valiant Capital Management’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	$54.4M	Buy	710,000 +31,400	+5%	+$2.41M	2.98%	9
2025 Q1	$45.1M	Buy	678,600 +158,300	+30%	+$10.5M	3.3%	7
2024 Q4	$33.2M	Hold	520,300	–	–	2.11%	9
2024 Q3	$32.5M	Buy	+520,300	New	+$32.5M	1.8%	7