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What smart money is saying about HDFC Bank Limited

HDFCBANK.NS

No fund has written a full thesis on HDFC Bank Limited in our archive, but 2 fund letters report a position in it — most recently Baron Emerging Markets Fund in June 2026.

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2
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Every position in HDFC Bank Limited on record in the archive was reported in Q2 2026, across 2 fund letters1 trimmed or exited.

Fund letters reporting a position in HDFC Bank Limited, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262010

Fund activity · 2 positions · 1 move

  • ExitedBaron Emerging Markets Fund
    June 2026
    During the quarter, we also exited several positions including InPost S.A. , HD Korea Shipbuilding & Offshore Engineering Co., Ltd. , Kuaishou Technology , Park Systems Corporation , Kaynes Technology India Limited , WuXi Biologics (Cayman) Inc. , and HDFC Bank Limited , as we continue our endeavor to allocate capital to our highest conviction ideas.
    Read the letterHDFC Bank Limited
  • HoldsBaron India Fund
    June 2026

    Listed in Baron India Fund’s reported holdings.

    Read the letterHDFC Bank Limited

Read the letters behind these HDFC Bank Limited positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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