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Indus Capital Partners 13F Portfolio · David Kowitz

Portfolio Manager
David Kowitz
Performance
-17.37% (2026 Q2)
AUM (13F)
$29.85M
# of Holdings
2
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Indus Capital Partners LLC Holdings Map

Top 2 Indus Capital Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
HTHT
H WORLD GROUP LTD
85.38%610.9K$25.5M
-10.45%(-71.30K)
2025-Q2: 551.8K shares2025-Q3: 599.3K shares2025-Q4: 555.7K shares2026-Q1: 682.2K shares2026-Q2: 610.9K shares
$37.72(+10.02%)
2026-06-30
KT
KT CORP
14.62%252.5K$4.4M
+0.00%(+0)
2025-Q2: 143.9K shares2025-Q3: 252.5K shares2025-Q4: 252.5K shares2026-Q1: 252.5K shares2026-Q2: 252.5K shares
$19.58(-5.53%)
2026-06-30

About Indus Capital Partners LLC’s portfolio

Indus Capital Partners LLC reports $29.85M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are HTHT (85.4%) and KT (14.6%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +56.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
HTHT — 85.4% ($25.49M)KT — 14.6% ($4.36M)
100%in top 2
  • HTHT85.4%
  • KT14.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
HTHTH WORLD GROUP LTD-10.5%

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Source filings

Holdings on this page are parsed from Indus Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1350879). View Indus Capital Partners LLC’s 13F filings on SEC

More 13F analyses

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