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Indus Capital Partners

NEW YORK, NYfiles as INDUS CAPITAL PARTNERS, LLC

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$30m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 1.0% of the portfolio this quarter.

Value
$30m
Stocks
2
Top 10 share
100.0%
Turnover
1.0%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

  • H World GroupHTHT
    85.4% of the fund
    -10%

Sold out

Sold their entire stake.

None this quarter.

Holdings

  • H World GroupHTHT
    Share
    85.4%
    Value
    $25m
    Shares
    610,924

    -10%

  • KTKT
    Share
    14.6%
    Value
    $4m
    Shares
    252,500

    Held

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is down 62.6% since 30 June 2025.

Where the money is

Media & telecom14.6%
Other85.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.