Superstar investments in June: Jhunjhunwala, Ashish Kacholia, Dolly Khanna

by Rushali Srivastava

As June shareholdings were released, superstar portfolios have grown more detailed. Some updates on what large investors bought and sold in the June quarter:

Rakesh Jhunjhunwala publicly holds 32 stocks with a net worth of over Rs. 11,691.2 Cr. He bought shares and increased its holding in:

Agro Tech Foods- increased its holding by 0.51% increasing its total holding to 7.5% in the company with 1,828,259 number of shares amounting to Rs 92.3 Cr.
Spicejet- increased its holding by 0.42% with total holding of 1.67% in the company with 10,000,000 shares amounting to Rs 135 Cr.
Jubilant Life Sciences- increased holding by 0.27% with a total holding of 1.9% with 3,025,000 number of total shares amounting to Rs 132.4 Cr.

He sold shares and decreased its holding in the following companies:

NCC- decreased the holding by 0.91% with the new holding percentage of 9.86%; 59,208,266 number of shares amounting to Rs 434.3 Cr .
Dewan Housing Finance Corporation - decreased holdings by 0.73% to 2.46% total holding with 7,720,000 shares amounting to Rs 36.8 Cr.
Federal Bank- decreased holdings by 0.46% to 2.93% total holding with 57,221,060 shares amounting to Rs 513.6 Cr.
Lupin - decreased holdings by 0.22% to 1.71% total holding with 7,723,605 shares amounting to Rs 596 Cr.
Prakash Industries - decreased holdings by 0.07% to 1.46% total holding with 7,723,605 shares amounting to Rs 12.4 Cr.

Ashish Kacholia who heads Lucky Investments and is an active participant in company earnings calls, publicly holds 21 stocks with a net worth of over Rs. 537.9 Cr. The shares bought by him as per the shareholding data filed with the exchanges are as follows:

KPIT technologies- Bought 4,269,579 shares of the company which is 1.56% of holding in the company amounting to Rs 33.9 Cr.
DFM Foods- increased holding by 0.34% with a total holding of 2.33% with 1,115,053 number of total shares amounting to Rs 27.8 Cr.
Majesco- increased holding by 0.24% with a total holding of 2.59% with 736,123 number of total shares amounting to Rs 33.5 Cr.

He sold shares and decreased its holding in the following company:

CHD Developers- decreased holdings by 0.33% to 5.31% total holding with 6,833,322 shares amounting to Rs 2.1 Cr.

At present, Dolly Khanna publicly holds 6 stocks with a net worth of over Rs. 164.4 Cr. The shares sold by her due to constant decrease in the share price as per the shareholding data filed with the exchanges are as follows:

NOCIL- decreased holdings by 0.14% to 2% total holding with 3,310,025 shares amounting to Rs 28 Cr.
IFB Agro Industries- decreased holdings by 0.19% to 1.11% total holding with 104,240 shares amounting to Rs 2.9 Cr.
Muthoot Capital Services- decreased holdings by 0.25% to 1.28% total holding with 211,092 shares amounting to Rs 11.4 Cr.
Radico Khaitan- decreased holdings by 0.28% to 1.13% total holding with 1,502,904 shares amounting to Rs 44.8 Cr.
Rain Industries- decreased holdings by 0.31% to 1.91% total holding with 6,422,542 shares amounting to Rs 56.4 Cr.
Nilkamal- decreased holdings by 0.34% to 1.49% total holding with 222,804 shares amounting to Rs 21 Cr.