Investors closely follow superstar investors like RARE Enterprises, Ashish Kacholia, Sunil Singhania, and Vijay Kedia for valuable insights into the market. Their buys and sells help investors discover interesting sectors and stocks. Here’s a look at their top buys in Q2FY25.
(You can now also invest in shadow superstar baskets available on Starfolio, which are updated and rebalanced as per Trendlyne's superstar portfolios).
In Q2, most superstar investors turned cautious, making fewer additions and more stake sales. The chart below shows the changes in superstar investors' current portfolio net worth. Note that net worth reflects changes in both current holdings and new buys & sells.
Each superstar investor's public portfolio reflects their particular investing style and sector preferences. The following chart gives a breakdown of the dominant sectors in each investor’s portfolio.
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 telecommunications equipment. Dolly Khanna prefers the oil & gas industry, and Porinju Veliyath favors software & services.
RARE Enterprises adds a newly listed company to its portfolio in Q2
Rakesh Jhunjhunwala’s portfolio, currently managed by Rekha Jhunjhunwala and RARE Enterprises, has increased 2.9% to Rs 49,831.7 crore as of November 26. RARE Enterprises added just one new company and increased a minor stake in another during the quarter.
Jhunjhunwala’s portfolio added recently listed Baazar Style Retail by buying a 3.7% stake. The department stores chain debuted on the stock exchanges on September 6, 2024. The company was listed at a 2.8% premium but is currently trading at 15.7% lower than its listing price.
During Q2, RARE increased a minor stake in Tata Motors. The portfolio now holds a 1.3% stake in the cars & utility vehicles maker. Over the past year, the company’s share price has increased by 16.2%.
Ashish Kacholia adds six new companies to his portfolio
Ashish Kacholia’s net worth has declined by 12.3% to Rs 2,967.9 crore as of November 26. During the quarter, the marquee investor added six new companies to his portfolio and raised a minor stake in another.
Kacholia’s biggest buy during the September quarter was Radiowalla Network, an advertising & media stock. The ace investor bought a 7.8% stake in the company. Radiowalla debuted on the stock exchanges on April 5, 2024. The company’s share price has increased by 49.9% from its listing price.
During Q2, the ace investor also bought a 2.7% stake in Advait Infratech. Over the past year, the electrical equipment maker has surged by 223.7%, outperforming its industry by 142.8%. Kacholia also added construction & engineering firm Jyoti Structures, by buying a 2.5% stake. The company’s share price has increased by 84.2% in the past year.
Kacholia also added Bharat Parenterals to his portfolio by buying a 2% stake, as well as a 1.1% stake each in Aimtron Electronics and E2E Networks. Over the past year, the pharmaceuticals, electronic components, and internet software & services companies have surged by 174.9%, 217.8%, and 515.1% respectively.
The ace investor increased a minor stake in Aeroflex Industries. He holds a 1.8% stake in the iron & steel products maker.
Sunil Singhania’s Abakkus Fund makes no new buys in Q2
Sunil Singhania’s Abakkus Fund saw its net worth fall by 4.1% to Rs 2,929.9 crore as of November 26. The fund has been pretty quiet in recent months, and made no buys or stake increases during the quarter, continuing the trend from the June quarter.
Vijay Kedia adds a new company in Q2, increases stake in another
Vijay Kedia’s net worth decreased by 3.2% to Rs 1,777.7 crore. During the July-September quarter, the ace investor added consulting & software company TAC Infosec to his portfolio by buying a 14.6% stake.
Over the past year, TAC Infosec’s share price has zoomed 628.7%, outperforming its industry significantly by 589% points.
Kedia increased his stake in Precision Camshafts in Q2 by 0.9%. The ace investor now holds a 2.1% stake in the auto parts & equipment maker. Over the past three months, the company’s share price has increased by 28.1%, compared to the industry’s 8.3% decline.
Dolly Khanna adds three new companies to her portfolio in Q2
Dolly Khanna’s net worth decreased by 23% to Rs 449.5 crore, she publicly holds 19 companies. During Q2, the investor continued to expand her portfolio by adding three new companies and raising stakes in eight others. Among her new investments is a 1.3% stake in mining company 20 Microns and a 1.1% stake each in Pondy Oxides & Chemicals, a non-ferrous metals company, and commodity chemicals stock POCL Enterprises. Both Pondy Oxides and POCL have risen by 284.9% and 420.9%, respectively, over the past year.
During the second quarter, Khanna bought a 0.88% stake in plastic products company Prakash Pipes, taking her holding to 3.8%. She bought a 0.85% stake in capital markets company Emkay Global Financial Services and now holds a 2.5% stake. The ace investor added minor stakes in the sugar stock KCP Sugar & Industries Corp and the fertilizers company Mangalore Chemicals & Fertilizers. She now holds 1.6% stakes in both these companies.
During Q2, Khanna also bought minor stakes in Selan Exploration Technology, Nile, National Oxygen, Rajshree Sugars & Chemicals, and Zuari Industries. Notably, she added stakes in three companies from the sugar industry.
Porinju Veliyath adds a hotels stock to his portfolio
Porinju Veliyath’s net worth increased by 17.6% to Rs 271.9 crore. During the second quarter, he added Apollo Sindoori Hotels to his portfolio, acquiring a 1.4% stake in the hotels company.
The investor also increased his holdings in three of his existing companies. He bought an additional 1.1% stake in real estate firm Ansal Buildwell, raising his total stake to 3.1%. Over the past year, Ansal Buildwell has outperformed its industry by 32.8%.
The ace investor also added a 0.5% stake in an IT software company Aurum Proptech, taking his holding to 5.4%. Additionally, he raised his stake in TAAL Enterprises, an airline industry company, which has a good durability score of 70.
