Jeremy Grantham's HDB Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 7,875 shares of HDFC Bank Limited (HDB) worth $269,010, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in HDB, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 2.53 M shares. Largest reduction occurred in Q3 2017, reducing 2.25 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's HDFC Bank Limited (HDB) Holding Value Over Time
Track share changes against reported price movement
Quarterly HDFC Bank Limited (HDB) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +637,604 | Add 0.00% | 637,600 | $9.06 |
| Q3 2013 | +104,000 | Add 16.31% | 741,600 | $7.70 |
| Q4 2013 | +671,768 | Add 90.58% | 1.41 M | $8.61 |
| Q1 2014 | +2.53 M | Add 179.15% | 3.95 M | $10.26 |
| Q2 2014 | +1.35 M | Add 34.22% | 5.3 M | $11.70 |
| Q3 2014 | -1.07 M | Reduce 20.13% | 4.23 M | $11.64 |
| Q4 2014 | -341,524 | Reduce 8.08% | 3.89 M | $12.69 |
| Q1 2015 | +2.13 M | Add 54.77% | 6.02 M | $14.72 |
| Q2 2015 | -473,852 | Reduce 7.88% | 5.54 M | $15.13 |
| Q3 2015 | -419,600 | Reduce 7.57% | 5.12 M | $15.27 |
| Q4 2015 | -1.33 M | Reduce 25.94% | 3.79 M | $15.40 |
| Q1 2016 | -463,800 | Reduce 12.22% | 3.33 M | $15.41 |
| Q2 2016 | +145,532 | Add 4.37% | 3.48 M | $16.59 |
| Q3 2016 | +122,740 | Add 3.53% | 3.6 M | $17.97 |
| Q4 2016 | -985,600 | Reduce 27.38% | 2.61 M | $15.17 |
| Q1 2017 | +665,896 | Add 25.48% | 3.28 M | $18.81 |
| Q2 2017 | +337,112 | Add 10.28% | 3.62 M | $21.74 |
| Q3 2017 | -2.25 M | Reduce 62.25% | 1.37 M | $24.09 |
| Q4 2017 | -741,960 | Reduce 54.35% | 623,152 | $25.42 |
| Q1 2018 | -428,224 | Reduce 68.72% | 194,928 | $24.69 |
| Q2 2018 | +500,268 | Add 256.64% | 695,196 | $26.25 |
| Q3 2018 | -492,668 | Reduce 70.87% | 202,528 | $23.52 |
| Q4 2018 | +317,080 | Add 156.56% | 519,608 | $25.90 |
| Q1 2019 | -429,200 | Reduce 82.60% | 90,408 | $28.98 |
| Q2 2019 | +800 | Add 0.88% | 91,208 | $32.51 |
| Q3 2019 | +202,800 | Add 222.35% | 294,008 | $28.53 |
| Q4 2019 | +256,800 | Add 87.34% | 550,808 | $31.68 |
| Q1 2020 | -550,808 | Sold Out | 550,808 | $0.00 |
| Q4 2020 | +7,208 | New Buy | 7,208 | $36.07 |
| Q4 2021 | +335,400 | Add 4653.16% | 342,608 | $32.54 |
| Q1 2022 | +86,200 | Add 25.16% | 428,808 | $30.66 |
| Q2 2022 | -221,000 | Reduce 51.54% | 207,808 | $27.48 |
| Q3 2022 | -138,800 | Reduce 66.79% | 69,008 | $29.21 |
| Q4 2022 | -20,322 | Reduce 29.45% | 48,686 | $34.21 |
| Q1 2023 | -14,204 | Reduce 29.17% | 34,482 | $33.33 |
| Q2 2023 | +367,238 | Add 1065.01% | 401,720 | $34.85 |
| Q3 2023 | +95,788 | Add 23.84% | 497,508 | $29.51 |
| Q4 2023 | -463,534 | Reduce 93.17% | 33,974 | $33.56 |
| Q1 2024 | -14,644 | Reduce 43.10% | 19,330 | $27.98 |
| Q2 2024 | -404 | Reduce 2.09% | 18,926 | $32.17 |
| Q3 2024 | +7,780 | Add 41.11% | 26,706 | $31.28 |
| Q4 2024 | -26,706 | Sold Out | 26,706 | $0.00 |
| Q1 2025 | +123,360 | New Buy | 123,360 | $33.22 |
| Q2 2025 | -580 | Reduce 0.47% | 122,780 | $38.33 |
| Q3 2025 | -114,905 | Reduce 93.59% | 7,875 | $34.16 |
Jeremy Grantham's HDFC Bank Limited Investment FAQs
Jeremy Grantham first purchased HDFC Bank Limited (HDB) in Q2 2013, acquiring 637,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held HDFC Bank Limited (HDB) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to HDFC Bank Limited (HDB) was in Q1 2014, adding 3,945,368 shares worth $40.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 7,875 shares of HDFC Bank Limited (HDB), valued at approximately $269,010. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, HDFC Bank Limited (HDB) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in HDFC Bank Limited (HDB) was 6,017,044 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.