INDIGO-NS

INDIGO-NS

INDIGO-NS

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q3	Sep 30, 2024	Platinum Global Fund (Long Only)	0.0%	-	005930.KS, 055550.KS, 0700.HK, 1109.HK, 1810.HK, 3968.HK, 6201.T, 6479.T, 7203.T, AVGO, DSV.CO, ICE, INDIGO.NS, JD, MCHP, MU, PING, TRIP, TSM, TU, UBS, ZTO	China, interest rates, Japan, Korea, Logistics, semiconductors, Stimulus, value	The most important event during the quarter was the combined statements from the Politburo and the People's Bank of China aimed at drawing a line under the property market and lifting the economy out of its slump. The breadth and tone of the announcements were notably more aggressive and in a surprise move they explicitly called out support for the domestic equity market. This has triggered a swift rally in Chinese stocks, with the mainland A-share index rising 25% in five days from the first announcement on September 23rd.		View
2025 Q2	Jul 11, 2025	2Point2 Capital	-	-	INDIGO.NS	circle of competence, concentrated, India, long-term, value	The fund follows a concentrated value investing approach, holding 15-18 stocks and focusing on generating long-term returns. The strategy emphasizes staying within one's circle of competence and avoiding investments outside areas of expertise.		View
2024 Q1	Apr 15, 2024	Baron Emerging Markets Fund	9.0%	16.2%	0027.HK, 005930.KS, 006400.KS, 0700.HK, 105560.KS, 2313.HK, 2319.HK, 300760.SZ, BABA, BHARTIARTL.NS, HDFCBANK.NS, INDIGO.NS, NU, PDD, RELIANCE.NS, RENT3.SA, SUZB3.SA, TME, TSM, XP, ZLAB	China, Digitization, emerging markets, Fed policy, Fintech, India, Rate Cuts, semiconductors	Taiwan Semiconductor Manufacturing Company Limited contributed significantly due to investor expectations for continued strong cyclical recovery in semiconductors and significant incremental demand for AI chips. The company's technological leadership, pricing power, and exposure to secular growth markets including high-performance computing, automotive, 5G, and IoT will allow sustained strong double-digit earnings growth. Many EM companies including Taiwan Semiconductor, Samsung Electronics, and SK hynix are increasingly recognized as key beneficiaries of the AI phenomenon.		View
2025 Q1	Mar 31, 2025	Baron Emerging Markets Fund	3.0%	3.0%	009540.KS, 0268.HK, 0700.HK, 1211.HK, 300750.SZ, 3690.HK, 8069.TW, BABA, BAJFINANCE.NS, BEKE, BHARTIARTL.NS, CHOLAFIN.NS, CUMMINSIND.NS, GFI, INDIGO.NS, JMFINANCIL.NS, KAYNES.NS, KOTAKBANK.NS, MELI, SWIGGY.NS, TRENT.NS, TSM, XPEV, YMM	China, Digitization, Dollar, Electric Vehicles, emerging markets, India, tariffs, Trade Policy	Added positions in Chinese EV manufacturers BYD and XPeng. BYD leads with 35% domestic market share and vertical integration including battery production. XPeng distinguished by advanced driver-assistance systems and autonomous driving technology. Both positioned to benefit from China's EV adoption exceeding 50% penetration.		View
2025 Q3	Oct 16, 2025	Platinum Asia Fund	12.0%	-	000660.KS, 005930.KS, 034220.KS, 0700.HK, 1024.HK, 1109.HK, 1928.HK, 2318.HK, 271560.KS, 300750.SZ, ASII.JK, BABA, INDIGO.NS, JD, LODHA.NS, MAYO.JK, TCOM, TSM, ZTO	AI, Asia, China, Conglomerates, semiconductors, technology	The portfolio benefited from a renewed wave of AI enthusiasm, with the narrative moving beyond picks and shovels to understanding AI applications across the ecosystem. Chinese firms continue to innovate despite chip restrictions, developing domestic AI accelerators and efficient software solutions like DeepSeek's UE8M0 data format. This demonstrates China's strategy to remain competitive in AI, leading to significant re-rating of Chinese AI ecosystem players.	ASII IJ	View
2024 Q2	Jun 30, 2024	American Century Emerging Markets Fund	6.0%	0.0%	000660.KS, 005930.KS, 0700.HK, 0939.HK, 1211.HK, 1928.HK, 300750.SZ, BBRI.JK, BIMAS.IS, CX, ICICIBANK.NS, INDIGO.NS, RELIANCE.NS, RENT3.SA, TCOM, TSM, VALE	AI, Asia, China, emerging markets, Memory, semiconductors, technology	AI-related stocks boosted emerging markets performance, particularly in Taiwan and China. The build-out of artificial intelligence infrastructure is expected to remain a growth catalyst. Strong demand for AI chips and high bandwidth memory has fueled improved memory price outlook.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of INDIGO-NS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

Manager Name	Fund Name	Fund AUM	Invested Value	Portfolio Weight	Shares Owned	Shares Bought / Sold During Quarter	% Bought / Sold During Quarter	% of Shares Outstanding Owned
No investor data available.

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