Investing 101

From Rakesh Jhunjhunwala to Vanguard Funds – See what the top investors/institutions are holding in Q4FY19!

4

Let’s take a sneak peek into the portfolios of the top investors to take cues and understand their investing rationale. From Rakesh Jhunjhunwala to Vanguard Funds – See what the top investors/institutions are holding in Q4FY19!

Ashish Dhawan March Shareholding:

Greenlam Ind. 5.65%

Cesc Ventures 3.09%

Equitas Holdings 2.30%

Allcargo Logistics 1.59%

Idfc Ltd. 3.51%

Brigade Enterprise 1%

DishTv 1.57%

Karur Vysya Bank 1.74%

Palred Tech. 6.97%

Max India 1.82%

*Latest Available Info.

Ashish Dhawan (born March 10, 1969) is an Indian private equity investor and philanthropist who co-founded and ran one of India’s leading private equity funds, Chrysalis Capital (ChrysCapital). He has served on the company’s board since 1999 but left his full-time position at ChrysCapital in 2012 after twenty years in the investment management business to create Central Square Foundation (CSF), a grant-making organization and policy think tank focused on transforming the quality of school education in India. In 2014, he spearheaded the launch of India’s first liberal arts university, Ashoka University, a philanthropic effort of over forty leaders in education and industry.

Catamaran – Investment firm of NRN Murthy of Infosys:

Garware Technical Fibres 2.46%

Nesco 1.08%

Ambika Cotton Mills 2.26%

Vesuvius India ltd. 3.83%

*As per latest available Info.

Narayan Murthy needs no introduction. Nagavara Ramarao Narayana Murthy (born 20 August 1946) is an Indian IT industrialist and the co-founder of Infosys.

Before starting Infosys, Murthy worked with Indian Institute of Management Ahmedabad as a chief systems programmer and Patni Computer Systems in Pune (Maharashtra). He started Infosys in 1981 and served as its CEO from 1981 to 2002 and as chairman from 2002 to 2011. In 2011, he stepped down from the board and became Chairman Emeritus. On 1 June 2013, Murthy was appointed as Additional Director and Executive Chairman of the board for a period of five years.

Murthy has been listed among the 12 greatest entrepreneurs of our time by Fortune magazine. He has been described as the “father of the Indian IT sector” by Time magazine due to his contribution to outsourcing in India. Murthy has also been honored with the Padma Vibhushan and Padma Shri awards

Malabar Funds March Shareholding:

Ajanta Pharma < 1%,

Vip Industries < 1%,

Ador Fontech 7.35%,

Eveready Industries 1.27%,

Fairchem Speciality 1.20%,

Hatsun Agro 2.04%,

Indian Terrain 9.50%,

Uniply Industries 8.09%,

Vaibhav Global 8.21%,

Suprajit Engineering 1%,

S.I.S. 1.63%.

Neuland Labs. 14.38%

Prataap Snacks 4.40%

Repro 3.74%

Ccl Products 2.29%

La Opala 4.41%

Mayur Uniquoters 3.62%

Newgen Software 7.76%

Safari 10.33%

Apollo Pipes 4.68%

AU Small Finance

Affle India – Unlisted

Neuland Health – Unlisted

*Latest Available Info.

Malabar Investments is a leading India-focused investment firm founded in 2008 with the backing of reputed institutional value investors from the U.S. and Asia. They are known for creating value through thoughtful, long term investments and have invested in a concentrated portfolio of companies of exceptional quality. The 6-member research and investment team has over 60 years of combined experience with each team member demonstrating a passion for value investing.

They specialize in identifying small to mid-size companies that are leaders in the niche they operate in, have a sustainable competitive advantage, have demonstrated pricing power and have a long runway to grow profitably.

These companies have high return ratios, strong cash flows, robust balance sheets and are run by excellent managers. As value investors, they invest in such outstanding companies when their valuation is below their conservative estimate of their intrinsic value.

They conduct in-depth proprietary research, build a concentrated portfolio and keep a long-term investment outlook. Their approach to investments reflects their uncompromising commitment to intellectual honesty, rationality, integrity, and excellence.

Anil kumar Goel March Shareholding:

Swelect Energy – 1.01%

Panama Petrochem – 1.98%

Sarla Performance Fibres – 3.28%

Ador Fontech – 1.52%

Cosmo Films – 3.11%

GRP Ltd. – 1.55%

IG Petrochemicals – 1.89%

KG Denim – 1.91%

KRBL – 5.31%

Precot Meridian – 2.72%

Mazda – 3.99%

Sanghvi Movers – 1.05%

Shivam Autotech – 1.42%

Majestic Auto – 1.92%

JBM – 1.6%

Dwarikesh Sugar – 6.13%

Dhampur Sugar Mills – 14.24%

Avadh Sugar & Energy – 4%

Uttam Sugar Mills – 7.07%

Vardhman Holdings – 2.82%

Vardhman Special Steels – 3.72%

Amarjothi Spinning Mills – 3.26%

Thirumalai Chemicals – 2.26%

Triveni Engineering & Ind. – 2.66%

South India Paper Mills – 10.28%

Star Paper Mills – 1.98%

TCPL Packaging – 8.87%

Sterling Tools – 4.19%

Sri Lakshmi Saraswathi Textiles Ltd. – 5.52%

Srikalahasthi Pipes – 2.12%

In Dalal Street, Anil Kumar Goel is fondly referred to as the “sugar baron“.

He is one of the biggest investors in the Indian market and is known to pick up quality stocks at low valuation time and again. He has long experience working in corporate companies and is a seasoned campaigner.

Anil Kumar Goel, one of Dalal Street’s leading individual investors known for his love for small-caps and microcaps, has already made more than Rs 150 crore so far this calendar.

Data available with corporate database Ace Equity showed the worth of his portfolio increased to nearly Rs 970 crore as of April 25 from Rs 815 crore at the beginning of the year.

Professor Shivanand Mankekar March Shareholding :-

Indostar Capital Finance 1.81%

Talwalkars Healthclubs 6.30%

Talwakars Better Value 6.30%

*As Per Latest Available Information.

Professor Shivanand Mankekar and his wife Laxmi Mankekar maintained their stakes in Talwalkars Better Value Fitness Ltd and Talwalkars Lifestyles Limited. However, they reduced their position in IndoStar from 1.81% to less than 1%.

Formerly a full-time professor at Mumbai’s Jamnalal Bajaj Institute of Management Studies (he is an alumnus), he continues as visiting faculty and holds a popular class on finance. Two of Shivanand Mankekar”s students were Uday Kotak, who set up the Kotak Mahindra financial conglomerate, and ICICI Bank managing director, Chanda Kochhar.

Shivanand Mankekar”s early bets were on L&T, Castrol, and Sesa Goa, and later, Infosys, Wipro, and Bharti Airtel. His students say he often talks about how he bought stakes in companies he thought were undervalued during their primary issues in the “80s

Ashish Kacholia March Shareholding:

Pokarna 4.98%

Poly Medicure 1.99%

MSTC Ltd. 2.08%

Shaily Engineering 12.02%

V2 Retail 2.56%

Beta Drugs 1.16%

Vaibhav Global 1.45%

Vishnu Chemicals 4.93%

GTPL Hathway 2.06%

Birlasoft 1.82%

IFB Ind. 1.08%

Acrysil 4.26%

Hikal 1.66%

GHCL 1.69%

DFM Foods 1.89%

Mold-Teck Pack. 3.42%

NIIT 2.85%

MIRC Elec. 3.5%

*Marshall Machines 8.68%

Majesco 2.35%

Nocil 4.30%

Mastek 2.89%

Ashish Kacholia of Lucky Securities is a darling of many of the value investors in stock market. He started his career with Prime Securities and later on moved to Edelweiss Capital. In Prime Securities he was on the research desk, researching stocks for the company’s portfolio and he used to visit a lot of companies and create financial models. His focus was on small cap stocks, which they were expecting to grow much bigger and strategy work for bull market days. 

In 1999, he along with Neerja Roy, Rakesh Jhunjhunwala, Lashit Sanghavi and Hiren Ved founded Hungama Digital Media Entertainment. The company first launched in 1999 as “Hungama.com”, a promotional marketing portal. In 2009, the company re-launched their website and company name, changing it to Hungama Digital Media Entertainment.

During the technology boom, he breathed only technology stocks and then realised the value of PSU stocks, again discovering an emerging gold mine, just when the Indian economy was coming into its own. 

Pabrai funds March Shareholding:

Chamanlal setia < 1%

Oberoi Realty < 1%

Kaveri seeds 8.85%

Edelweiss Financial 1.15%

I.E.X. 2.48%

Kolte Patil 6.55%

Sunteck Realty 8.52%

Rain Industries 9.78%

*As Per latest available information.

Mohnish Pabrai is an Indian-American businessman, investor, and philanthropist. Pabrai worked with Tellabs between 1986–91, first in its high-speed data networking group, and then in 1989, joined its international subsidiary, working in international marketing and sales.

In 1991 he started his IT consulting and systems integration company, TransTech, Inc. with about US$30,000 from his own 401K account and US$70,000 from credit card debt. He sold the company in 2000 to Kurt Salmon Associates for US$20 million. Today he is the managing partner of the Pabrai Investment Funds (a family of hedge funds inspired by Buffett Partnerships), which he founded in 1999.

Nalanda Capital March Shareholding:

Cera 2.86%

Berger Paints 4.02%

DB Corp. 9.94%

Just Dial 10.41%

Kewal Kiran 7.13%

Kirloskar Oil 9.61%

Page Industries 7.56%

GE Shipping 6.98%

TTK Prestige 3.49%

V-Guard 6.24%

Voltamp Transformers 14.19%

Supreme Industries 4.81%

Havells 5.28%

Mindtree 10.61%

Info-Edge 3.16%

Ahluwalia Contracts 9.91%

Ratnamani Metals 9.23%

Vaibhav Global 10.29%

Triveni Turbine 8.65%

Matrimony 9.34%

Elgi Equipments 2.8%

NRB Bearing 9.99%

Amara Raja 7.81%

AIA Engineering 9.68%

*latest available Info

Nalanda Capital Pte Ltd. is a private equity and venture capital firm specializing in PIPE investments. The firm seeks to invest in small to mid-cap companies based in India. It prefers to take board seats and minority rights in its portfolio companies. Nalanda Capital Pte Ltd. was founded in May 2007 and is based in Singapore, Singapore.

Acacia Group March shareholding:

BSE Ltd. 1.95%

Maharastra Scooters Ltd. 2.99%

Next Mediaworks Ltd. 1.36%

Ortel Communications Ltd. 8.92%

The South Indian Bank Ltd. 4.24%

Shriram City Union Finance Ltd. 2.52%

Network18 Media & Investment Ltd. 2.52%

Esab India Ltd. 8.77%

Mcdowell Holdings Ltd. 10.78%

Consolidated Finvest &  Holdings Ltd. 8.34%

Entertainment Network (India) Ltd. 5.94%

Bajaj holdings & investment 3.85%

Diligent Media Corp. 2.81%

Mahindra CIE Automotive Ltd. 3.81%

Prozone Intu Properties Ltd. 1.47%

NRB Bearings 1.11%

Birlasoft 5.69%

Karur Vysya Bank 1%

Nalwa Sons Investment Ltd. 3.13%

Zee Media Corporation Ltd. 2.81%

Uniphos Enterprises Ltd. 2.12%

GTPL Hathway Ltd. 3.18%

3m india 6.45%.

B.L.kashyap and sons 3.42%.

Allcargo Logistics Ltd. 6.34%

*As per Latest available Data..

Amal Niranjan Parikh March Shareholding:

Delta Corp Ltd. 1.49%

Apollo Micro Systems Ltd. 4.82%

Shilpa Medicare Ltd. 1.86%

Diligent Media Corp. Ltd. 1.27%

Amal Niranjan Parikh is a well known Mumbai based stockbroker. He was in the news for buying Harshad Mehta’s flats in an auction. Ohm Stock Broker is a financial services provider in India founded in January 1999, by Mr. Amal Parikh. OHM is a privately held company, based in Mumbai. Capital markets are the core business since inception. And they have expanded in various lines of financial services in the last 18 years.

Following are the key lines of businesses they are present in – Institutional Broking and PMS

Dolly Khanna March Shareholding:

Shreyans Ind. <1%

Goa Carbon <1%

Tata Sponge <1%

Nilkamal 1.83%

Jk Paper 1.07%

IFB Agro 1.30%

Nocil 2.14%

Muthoot Cap. 1.53%

Radico Khaitan 1.41%

RSWM 1.25%

Butterfly Gandhimathi 1.04%

Ruchira Pap. 1.11%

Rain Ind. 2.22%

Som Dis. 1.05%

Rajiv Khanna, the brain behind Dolly Khanna’s multibagger portfolio, is one of the most successful stock investors on Dalal Street. This Chennai-based investor has a knack for identifying quality stocks at the right time and pocket stellar returns. Khanna, along with his wife, has generated an enormous amount of wealth from the stock market.

Khanna, born and brought up in a middle-class family in Chennai, has had his fair share of struggles in early life before becoming a top individual investor on Dalal Street.

Rajiv was a bright student since the very start and graduated as a chemical engineer from the prestigious IIT, Madras. Later in 1986, he started his own venture called Kwality Milk Foods, an ice cream business, which he sold to Hindustan Unilever.

Amansa Capital March Shareholding :-

Au small finance 2.26%

Balkrishna Ind. 1.74%

Gruh Finance 1.30%

Bharat Forge 2.20%

Dish Tv 2.82%

Info-edge 3%

Majesco 4.79%

Mindtree 2.77%

Srf 7.73%

Laurus Labs 5.9%

Tata Comm. 1.85%

Trent 2.64%

Zensar Tech. 5.82%

Aurobindo Pharma 1.08%

Bharat Financial Inc. 2.40%

Ceat 5.96%

CG Consumer El. 2.89%

Cyient 6.69%

Gateway Distriparks 8.68%

ICICI Prudential Life Insurance 1.08%

Eveready 3.85%

Magma Fincorp 7.67%

Shankara Building Pro. 8.37%

Sundaram Fasteners 4.35%

Federal Bank 2.41%.

*As per latest available Information.

Amansa Capital Pte. Ltd. is a fund management company headquartered in Singapore. Amansa Capital has an international institutional investor base and acts as the Investment Manager to its flagship fund and relevant mandates.

Amansa Capital is regulated by the Monetary Authority of Singapore (MAS) as a Capital Markets Services (CMS) Licence holder and is authorized to engage in Fund Management activities as prescribed by the Securities and Futures Act.

Azim Premji March Shareholding:

Future Retail 4.61%

Future Lifestyle 3.19%

Voltas 1.06%

Zydus Wellness 1.43%

Equitas Hol. 2.58%

DCB Bank 2.21%

JK Lakshmi Cement 1.45%

Emami 1.24%

Aditya Birla Capital 2.99%

Trent 2.75%

ICICI Pru. Life Ins. 2.36%

Container Corp. 1.04%

Azim Hashim Premji (born 24 July 1945) is an Indian business tycoon, investor, and philanthropist, who is the chairman of Wipro Limited. He is informally known as the Czar of the Indian IT Industry. He was responsible for guiding Wipro through four decades of diversification and growth to finally emerge as one of the global leaders in the software industry. In 2010, he was voted among the 20 most powerful men in the world by Asiaweek. He has twice been listed among the 100 most influential people by TIME Magazine, once in 2004 and more recently in 2011.

He is currently the second richest person in India with an estimated net worth of US$15.6 billion as of October 2018. In 2013, he agreed to give away at least half of his wealth by signing The Giving Pledge. Premji started with a $2.2 billion donation to the Azim Premji Foundation, focused on education in India

Kenneth Andrade March Shareholding:

KSB Pumps 1.15%

Shakti Pumps 2.86%

Ram Krishna Forgings 1.64%

Powermech Projects 4.72%

Va Tech Wabag 3.08%

Kaveri Seeds 2.69%

KEI Industries 1.96%

Greaves Cotton 1.60%

Indian Energy Exchange 1.17%

Clariant Chemicals 1.09%

Affordable Robotic

MMP Industries

Macpower CNC

Accuracy Shipping

Banka Bioloo

Kenneth manages the investment process and leads investment ideation at Old Bride Capital. Along with with over 27 years of experience in Indian Capital Markets, portfolio management and investment research he has a formidable 15-year track record managing some of India’s most successful equity funds.

Kenneth’s experience in portfolio management includes the 10 years at IDFC Asset Management Company, which was ranked amongst the top 8 in the Mutual Fund industry in India, Year 2005 – 2015. From 2008 to 2015, IDFC MF ranked as the fastest growing mutual fund in India. At IDFC, Kenneth was responsible for the performance of a corpus of US$8 billion, as Chief Investment Officer. He was responsible for building the firm’s equity franchise and managed one of India’s largest equity funds by AUM. All funds managed outperformed benchmarks and related indices, every year for the last 13 years. The firm’s flagship fund, IDFC Premier Equity Fund delivered a CAGR growth of 22.3% over the ten-year period.

Vijay Kedia March Shareholding:

Atul Auto 1.16%

Astec  1.02%

Apcotex 1.12%

Everest 6.08%

Heritage Foods 1.01%

Kokuyo Camlin 1.01%

Repro 6.51%

Vaibhav Global 2.39%

Panasonic Energy 1.24%

Sudarshan C. 2.87%

Cera 1.08%

Affordable Robotics 10.50%

Innovators Facade 10.14%

Dr. Vijay Kishanlal Kedia is an Indian investor trader based out of Mumbai. He is involved in the market since he was 19. Kedia and his company – Kedia Securities Pvt. Ltd., are the largest shareholder (after the promoter) in several listed companies. Mr. Kedia was a keynote speaker at IIM Ahmedabad & IIM Bangalore. He has also delivered a speech at the Bombay Stock Exchange. He has also spoken at TEDx Amritsar. He was invited to speak at London Business School

He has been described by the Economic Times as a “market master”.In 2016 Vijay Kedia was conferred with a Doctorate degree for Excellence in The Field of Management.

Mr. Kedia was born into a Marwadi family, a family of stockbrokers. He realized his passion for the stock market when he was 14. And he joined the stock market when he turned 19. He joined the stock market not only because of his passion but because of compulsion when his father passed away. To run the family he got into the family business of trading and stock broking.

Vanguard Funds March Shareholding:

Indiabulls Housing Fin. 2.38%

Mindtree 2.63%

Crompton Greaves Cons. 2.17%

HDIL 2.16%

CG Power & Ind. 1.02%

Shriram Transport Fin. 2.34%

Federal Bank 2.25%

Yes Bank 2.30%

Axis Bank 2.24%

RBL Bank 2.23%

Care Ratings 2.37%

Infosys 2.71%

UPL 2.22%

Sintex Ind. 1.02%

NCC 2.19%

GPPL 1.39%

HDFC 3.12%

Just Dial 2.34%

Tata Motors 2.27%

Zee Entertainment 2.83%

RattanIndia Power 1.12%

IIFL Holdings 2.29%

Bharat Inclusion 2.40%

Apollo Hospitals 1.05%

Balrampur Chini 1.03%

Aarti Ind.

Bata India

Castrol India

DCB Bank

NIIT Technologies

Teamlease Services

TTK Prestige

V-Guard Ind.

V-Mart Retail

The Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.3 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock’s iShares.In addition to mutual funds and ETFs, Vanguard offers brokerage services, variable and fixed annuities, educational account services, financial planning, asset management, and trust services.

Founder and former chairman John C. Bogle is credited with the creation of the first index fund available to individual investors and was a proponent and major enabler of low-cost investing by individuals. Vanguard is structured as a mutual company; it is owned by funds managed by the company and is therefore owned by its customers.

ValueQuest India Moat Fund March Shareholding:

Narayana Hrudayalaya 1.24%

Accelya Kale 2.05%

Ambika Cotton 4.47%

Ccl Products 1.83%

Wimplast 1.34%

Wonderla 2%

*As Per Latest Available Information.

Prof. Bakshi is one of the best minds in India in the fields of Value Investing and Behavioral Finance. He teaches MBA students (at MDI Gurgaon) two popular courses: “Behavioral Finance & Business Valuation” and “Financial Shenanigans & Governance”. He is also a Managing Partner at ValueQuest Capital LLP — a value investing specialist in moats investing.

Rakesh Jhunjhunwala March Shareholding: (Best for the last 😀 )

Lupin 1.93%

Vip Industries 4.99%

Man Infraconstruction 1.21%

Titan 7.04%

Tv18 Broadcast 1.67%

Federal Bank 3.39%

Spicejet 1.25%

Orient Cement 1.22%

Prozone Intu Properties 2.06%

Mandhana Retail 12.74%

Rallis India 9.25%

MCX 3.92%

Prakash Industries 1.53%

NCC 10.78%

DHFL 2.46%

Escorts 8.16%

Deep Ind. 1.16%

Agrotech 6.99%

Autoline Ind. 7.88%

Crisil 5.5%

Delta Corp. 7.38%

Edelweiss Fin. Services 1.07%

Anant Raj 3.22%

Geojit Fin. Services 7.57%

Firstsource solution 3.26%

Fortis Healthcare 1.66%

Jubilant Lifesciences 1.63%

Karur Vysya Bank 4.21%

Rail Vikas Nigam Ltd.

*As per lastest information available.

Rakesh Kumar Radheyshyam Jhunjhunwala (born 5 July 1960) is an Indian Billionaire Investor and Trader. He is a Chartered Accountant. He manages his own portfolio as a partner in his asset management firm, Rare Enterprises. Jhunjhunwala has been described by India Today magazine as the “pin-up boy of the current bull run” and by The Economic Times as “Pied Piper of Indian bourses”.

As per Forbes, he is the 54th richest person in India, with a net worth of USD 3 billion (as of 1 June 2018). Jhunjhunwala grew up in Mumbai, India where his father was posted as an Income Tax Officer. He graduated from Sydenham College and thereafter enrolled at the Institute of Chartered Accountants of India.

The Above list of ace investor holdings have been compiled by Meet Shah. A big thanks to him for this! He can be reached out here.

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4 Comments

  1. Thanks Meet, you are doing great job. I often read carefully ur tweets.

  2. Do add Nemish Shah & Enam’s portfolio as well

  3. Thanks

  4. pl add holding statement of promoter of D_mart

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