DOSSIER · 13F-HR · Q2 2026

INDUS CAPITAL PARTNERS, LLC

$30M in tracked AUM across 2 positions as of Q2 2026.

IC
CIK 0001350879 · last filed Jun 30, 2026
Total AUM
$30M
as of Q2 2026
Holdings
2
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

1. Portfolio Overview

The filing for Indus Capital Partners, LLC reveals a period of significant portfolio contraction and strategic reallocation during the third quarter of 2025. The total portfolio value decreased sharply by 64.5%, dropping from $79.87 million at the end of Q2 2025 to $28.36 million by the end of Q3. This reduction in assets under management (AUM) suggests the firm may be undergoing capital distributions to investors, actively de-risking, or pivoting to a more concentrate...

2. Key Holdings

The portfolio is dominated by two distinct positions, which together account for 100% of the fund's value.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
HTHT
H WORLD GROUP LTD
$25M611K85.4%
02
KT
KT CORP
$4M253K14.6%

Filing history

2026Q2Jun 30
$30M 24.9%
2 positionsView →
2026Q1Mar 31
$40M 28.4%
2 positionsView →
2025Q4Dec 31
$31M 9.1%
2 positionsView →
2025Q3Sep 30
$28M 64.5%
2 positionsView →
2025Q2Jun 30
$80M 22.9%
4 positionsLocked
2025Q1Mar 31
$104M 25.5%
3 positionsLocked
2024Q4Dec 31
$139M 6.9%
5 positionsLocked
2024Q3Sep 30
$149M 8.5%
5 positionsLocked
2024Q2Jun 30
$163M 1.5%
5 positionsLocked
2024Q1Mar 31
$161M 6.6%
5 positionsLocked
2023Q4Dec 31
$151M 2.2%
6 positionsLocked
2023Q3Sep 30
$148M 196.9%
6 positionsLocked
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