Investments by superstar investors like RARE Enterprises, Ashish Kacholia, Sunil Singhania, and Vijay Kedia are closely tracked by investors for valuable insights into the market. Their buys and sells help investors identify interesting sectors and stocks. Here we look at the buys made by these superstar investors during Q1FY25.
(You can now also invest in shadow superstar baskets available on Starfolio, which are updated and rebalanced as per Trendlyne's superstar portfolios).
In Q1, superstar investors made fewer additions and more stake sales, with some only making small increases in stakes and no new buys during the quarter. The chart below shows the changes in superstar investors' current portfolio net worth. Note that net worth reflects both changes in current holdings as well as new buys and sells.
Some superstars see a fall in their net worth in Q1FY25
The public portfolio of each superstar investor indicates their investing style and preferred approaches. The following chart gives a breakdown of the dominant sectors in each investor’s portfolio.
Sectors preferred by superstars
Sector preferences vary among superstar investors – RARE Enterprises leans towards the textiles apparels & accessories sector, while Ashish Kacholia and Sunil Singhania favor the general industrials sector. Vijay Kedia’s preferred industry is automobiles & auto components. Dolly Khanna prefers the oil & gas industry, and Porinju Veliyath favors software & services.
RARE Enterprises’ only buy is a minor stake in a healthcare company
Rakesh Jhunjhunwala’s portfolio, currently managed by Rekha Jhunjhunwala and RARE Enterprises, fell by around 10.9% to Rs 46,092.1 crore by the end of Q1FY25. During the first quarter, no new additions were made. RARE Enterprises made just a minor stake increase in healthcare facilities firm Fortis Healthcare by 0.1%. The portfolio now holds a 4.2% stake. Over the past year, the company’s share price has increased by 43.7%.
Ashish Kacholia adds a new listed company to his portfolio
Ashish Kacholia’s net worth declined by 6.9% to Rs 2,718.5 crore after Q1FY25. During the quarter, the marquee investor added recently listed special consumer services Awfis Space Solutions to his portfolio, by buying a 4.8% stake.
Awfis Space Solutions debuted on the stock exchanges on May 30, 2024. The company’s share price has increased by 64.3% from its listing price.
During Q1, the ace investor also bought a 0.2% stake in Dhabriya Polywood. He now holds a 6.67% stake in the plastic products company. Kacholia added it to his portfolio in Q2FY24 by purchasing a 6.4% stake. The company’s share price has grown by 70.5% over the past year, outperforming its industry by 27.4 percentage points.
During Q1, Kacholia also bought a minor stake in Brand Concepts. He now holds 1.6% in the specialty retail company. The company’s share price rose by 65.9% in the past year.
Ashish Kacholia adds Awfis Space Solutions to his Portfolio
Sunil Singhania’s Abakkus Fund makes no new buys in Q1
Sunil Singhania’s Abakkus Fund saw its net worth fall by 4.2% to Rs 2,711.3 crore after Q1FY25. The fund didn’t make any buys during the quarter. The fund’s activity in Q4FY24 was also limited, adding just minor stakes to current holdings. Abakkus Fund increased its holdings in household appliances manufacturer, Hindware Home Innovation, to 4.5%. It also added minor stakes in Shriram Pistons & Rings and IIFL Securities.
Vijay Kedia increases stake in an airline company
Vijay Kedia’s net worth increased by 33.6% to Rs 1,659.9 crore after Q1FY25. During the April-June quarter, the ace investor did not add any new stocks to the portfolio and increased his stake in just one company – airlines stock Global Vectra Helicorp, by buying a 1.9% stake. Kedia now owns 4.9% of the company. Over the past year, the company’s share price has increased by 260.4%.
Vijay Kedia buys a 1.9% stake in Global Vectra Helicorp
Dolly Khanna adds five new companies to her portfolio in Q1
Dolly Khanna’s net worth increased by 25.5% after Q1FY25 to Rs 615.7 crore, she publicly holds 21 companies. During Q1, the investor continued to expand her portfolio by adding five new companies and raising stakes in four others. Among her new investments is a 1.6% stake in capital market company Emkay Global Financial Services and a 1% stake in Tinna Rubber and Infrastructure, a specialty chemicals company. She also bought a 1.1% stake each in textile stock Super Sales India, non-ferrous metals company Nile and bank stock Ujjivan Small Finance Bank.
Dolly Khanna adds five stocks to her portfolio
During the first quarter, Khanna bought a 0.53% stake in exploration & production company Selan Exploration Technology, taking her holding to 1.56%. She bought a 0.4% stake in breweries & distilleries company Som Distilleries & Breweries and now holds a 1.5% stake. The ace investor added minor stakes in the sugar stock Zuari Industries and the housing finance company Repco Home Finance. She now holds 1.9% and 1.2% stakes respectively, in these companies.
Porinju Veliyath buys a small stake in an IT company
Porinju Veliyath’s net worth increased by 37.3% to Rs 262.3 crore after Q1FY25. During the first quarter, he increased investments in two companies. The investor bought a 0.4% stake in Aurum Proptech and now holds 4.9% in the IT consulting & software company. In the last one year this company has outperformed its industry by 21%.
Porinju adds minor stakes in Aurum Proptech and TAAL Enterprises
The ace investor also increased his stake in airlines industry company TAAL Enterprise by adding 0.2%, taking his holding to 1.3%. The company has a good durability score of 65.
