Investors closely track superstar investors like RARE Enterprises, Ashish Kacholia, Sunil Singhania, and Vijay Kedia for insights into the market. Their buying and selling activity helps retail investors identify interesting sectors and stocks. Let’s take a look at their top buys in Q3FY25.

(You can now invest in shadow superstar baskets available on Starfolio, which are updated and rebalanced in line with Trendlyne's superstar portfolios).

In Q3, most superstar investors stayed cautious as markets fell, making fewer additions and more stake sales, continuing the trend from the September quarter. The chart below shows the changes in superstar investors' current public portfolio net worth. 

Note that net worth includes both current holding changes, and new buys & sells. 

Each superstar investor's portfolio reflects their unique investing style and sector preferences. The following chart highlights the dominant sectors in each investor’s public portfolio. 

Sector preferences vary among superstar investors – RARE Enterprises leans towards the diversified consumer services sector, while Ashish Kacholia favours general industrials. Sunil Singhania prefers the metals & mining sector, and Vijay Kedia’s preferred industry is automobiles & auto components. Dolly Khanna leans more towards the oil & gas industry, and Porinju Veliyath focuses on software & services.

RARE Enterprises reveals a 49.3% stake in a newly listed company during Q3

Rakesh Jhunjhunwala’s portfolio, currently managed by Rekha Jhunjhunwala and RARE Enterprises, has risen by 16.9% to Rs 64,384.4 crore as of February 5. RARE Enterprises disclosed a stake in one newly listed company and made a minor increase in another during the quarter.

Jhunjhunwala’s portfolio includes a 49.3% stake in Inventurus Knowledge Solutions, a healthcare services company. This drove the overall net worth higher. The company debuted on the bourses on December 19, 2024, with its IPO oversubscribed by 52.7 times and has gained 30.7% since listing. RARE Enterprises is part of Inventurus’ promoter group. The late Rakesh Jhunjhunwala acquired a stake in the company in 2007.

During Q2, RARE increased a minor stake in Geojit Financial Services. The portfolio now holds a 7.2% stake in this capital markets company. Over the past year, the company’s share price has increased by 11%. 

Ashish Kacholia adds two new companies to his portfolio

Ashish Kacholia’s net worth has declined by 18.3% to Rs 2,858.7 crore as of February 5. During the quarter, the investor added two new companies to his portfolio and raised stakes in another two companies. 

Kacholia’s biggest buy during the December quarter was Texel Industries, a plastic products maker. The ace investor bought a 7.9% stake in the company. The company’s share price has increased by 77.4% over the past year, outperforming its industry by 58.2% points. 

During Q2, he also acquired a 3.8% stake in Aelea Commodities. Over the past quarter, the cashew processing company has surged by 27.1%, outperforming its industry by 43% points. 

He increased his stake in Xpro India by 0.5%, bringing his holding to 4.2%. Xpro has a high Durability score of 70 and 52 on Trendlyne’s checklist. Kacholia also made a minor increase in Aeroflex Industries, now holding 1.8% in the iron & steel products maker.

Sunil Singhania’s Abakkus Fund adds a textiles company in Q3

Sunil Singhania’s Abakkus Fund saw its net worth fall by 17% to Rs 2,654.9 crore as of February 5. The fund made its first new stock addition since Q3FY24 and increased a minor stake in a household appliances company.

Abakkus Fund's most notable investment was a 6.8% stake in Himatsingka Seide, a textile manufacturer. The company has a Durability score of 70, reflecting strong financial stability, along with an affordable valuation. However, its stock price has declined by 5% over the past year.

The fund also raised its stake in Hindware Home Innovation by 0.1%, now holding 4.6% in the household appliances manufacturer.

Vijay Kedia increases stake in three companies during Q3FY25

Vijay Kedia’s net worth decreased by 2.7% to Rs 1,627 crore. During the October-December quarter, the ace investor increased his stake in an airlines company.

The investor raised his stake in Global Vectra Helicorp by buying a 0.2% stake. Over the past year, this airlines company’s share price has zoomed 126.3%, outperforming its industry significantly by 89.9% points. 

Dolly Khanna adds three new companies in Q3, raises stakes in four

Dolly Khanna’s net worth decreased by 34.8% to Rs 397.9 crore as of February 5, and publicly holds 19 companies. During Q3, she continued to expand her portfolio by adding three new companies and raising stakes in four others. Her new investments include a 1.2% stake each in metals & mining company Indian Metals & Ferro Alloys, and Rajshree Polypack, a containers & packaging firm, along with a 1.1% stake in household appliances maker Stove Kraft. 

Trendlyne classifies both Indian Metals and Rajshree Polypack as Strong Performers, Under Radar. Meanwhile, Stove Kraft has risen by 81.7% over the past year, outperforming its industry by 59.9% points. 

During the third quarter, Khanna bought a 0.3% stake in capital markets company Emkay Global Financial Services, taking her holding to 2.8%. She bought a 0.2% stake in fertilizers stock Mangalore Chemicals & Fertilizers and now holds a 1.8% stake. 

The ace investor added minor stakes in the sugar stock KCP Sugar & Industries Corp and metals & mining company Prakash Industries. She now holds 1.8% and 1.3% stakes, respectively, in these companies. 

Porinju Veliyath adds an auto parts company 

Porinju Veliyath’s net worth decreased by 10.7% to Rs 248.8 crore. During the December quarter, he added Sundaram Brake Lining to his portfolio, acquiring a 1% stake in the auto parts & equipment manufacturer. Over the past year, the company has risen by 64.6%, outperforming its industry by 54.9% points. Sundaram Brake Lining is a Mid-range Performer with high financial strength and mid-valuation, scoring 85 and 35.3, respectively.  

Veliyath also added a 0.5% stake in an IT software company Aurum Proptech, taking his holding to 5.9%. The company’s share price has increased by 32.8% in the past year, outperforming its industry by 20.1% points.