She marginally raised her holding in Titan Company Ltd. to 5.32% in September from 5.15% in June. Her stake in Tata Motors Passenger Vehicles Ltd. also edged up to 1.35% from 1.30%, while Federal Bank saw a sharper increase, from 1.48% to 2.42%. Jhunjhunwala also raised her stake in Canara Bank to 1.57% from 1.46%.
Ashish Kacholia saw his overall portfolio valued at ₹2,710.59 crore. The investor trimmed his exposure in multiple midcaps. His stake in Brand Concepts Ltd. fell to 1.45% from 1.60%, in Dhabriya Polywood Ltd. to 5.79% from 6.67%, and in Xpro India Ltd. to 3.91% from 4.12%.
Vijay Kedia, with a portfolio worth ₹1,281.35 crore, exited or reduced positions in select small caps.Kedia’s stake in Affordable Robotic & Automation Ltd. dropped to 7.39% from 9.93%. However, he increased exposure in Global Vectra Helicorp Ltd., where his holding rose to 4.86% from 3% in the previous quarter.
Mukul Agrawal, whose net worth stands at ₹6,679.25 crore, was the most active during the quarter, adding as many as six new stocks to his portfolio.
Fresh entries include IFB Industries Ltd. (1.23%), NR Agarwal Industries (2%), Osel Devices (7.56%), Solarium Green Energy (2.88%), Vikran Engineering (1.05%), and Zelio E-Mobility Ltd. (2%).
Dolly Khanna, with holdings worth ₹490.06 crore, reshuffled her small and midcap bets.
Khanna marginally trimmed her stake in Som Distilleries and Breweries Ltd. to 2.43% from 2.83%, but raised exposure in Southern Petrochemical Industries Corporation Ltd. (SPIC) to 2.98% from 1.68%. Her stake in Coffee Day Enterprises Ltd. increased to 2.19% from 1.55%, while GHCL Ltd. saw a small uptick to 1.21% from 1.13%.
