Portfolio of Amansa Capital in India

This post is in continuation of my coat tailing series (see here)

Amansa Capital is a well known FII.Their current significant holding as per stock exchange websites as on 30 Sept, 2013 is as follows:

Symbol Entity Name Date End # of Shares %
CARBORUNIV AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LIMITED 201309 4950116 2.64
CHOLAFIN AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LIMITED 201309 6153118 4.3
CROMPGREAV AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LIMITED 201309 9078378 1.44
DBCORP Amansa Capital Pte Limited A/C Amansa Holdings Pvt. Ltd. 201309 5565483 3.03
EDELWEISS AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LTD 201309 11900000 1.55
EICHERMOT AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PVT LTD 201309 454797 1.68
ENIL AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LIMITED 201309 2187611 4.59
FEDERALBNK AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LIMITED 201309 4349747 2.54
GREAVESCOT Amansa Capital PTE Ltd. A/c. Amansa Holdings Pvt. Ltd. 201309 10472884 4.29
HTMEDIA AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LIMITED 201309 6333859 2.7
INFOTECENT AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LIMITED 201309 5198229 4.65
KIRLOSBROS Amansa Capital PTE Ltd.A/c Amansa Holdings Pvt.Ltd. 201309 4221794 5.32
KIRLOSENG Amansa Capital Pte Limited A/C Amansa Holdings Private Limited 201309 3752898 2.6
MAHLIFE AMANSA CAPITAL FTE LIMITED A/C AMANSA HOLDINGS 201309 2505170 6.13
MINDTREE AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LIMITED 201309 1067102 2.57
RALLIS Amansa Capital Pte Limited A/c Amansa Holdings Private Limited 201309 8506290 4.37
THERMAX AMANSA CAPITAL PTE LIMITED/ A/C AMANSA HOLDING 201309 1496046 1.26
TRITURBINE AMANSA CAPITAL PTE LIMITED A/C AMANSA HOLDINGS PRIVATE LIMITED 201309 14182487 4.3
WHIRLPOOL Amansa Investments Limited 201309 2695536 2.12

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Portfolio of Narayan Murthy’s Catamaran Ventures

This post is in continuation of my coat tailing series (see here)

Narayan Murthy set up Catamaran Management Services Pvt Ltd, a venture capital fund.

Their first notable investment was in SKS Microfinance which they  have exited.

Their current significant holding as per stock exchange websites as on 30 Sept, 2013 is as follows:

Company Name Symbol Entity Name Date End # of Shares
Can Fin Homes Limited CANFINHOME Catamaran Management Services P.Ltd. 201309 371810
India Motor Parts and Accessories Limited IMPAL CATAMARAN MANAGEMENT SERVICES PRIVATE LIMITED 201309 84067
NRB Bearing Limited NRBBEARING CATAMARAN MANAGEMENT SERVICES PVT.LTD 201309 1350000
TD Power Systems Limited TDPOWERSYS CATAMARAN MANAGEMENT SERVICES PRIVATE LIMITED 201309 406916

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Portfolio of Elm Park Fund in India

This post is in continuation of my coat tailing series (see here)

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

The significant holdings of the portfolio of Elm Park Fund Ltd in India as per stock exchanges as on 30 Sept,2013 is given below:

Company Name Symbol Entity Name # of Shares %
Amtek India Limited AMTEKINDIA ELM PARK FUND LIMITED 2981367 1.07
CORE Education & Technologies Limited COREEDUTEC ELM PARK FUND LTD 2768583 2.42
Filatex India Limited FILATEX ELM PARK FUND LIMITED 1182500 4.93
Gemini Communication Limited GEMINI ELM PARK FUND LIMITED 2080050 1.68
GTL Infrastructure Limited GTLINFRA ELM PARK FUND LIMITED 1.8E+08 7.8
Jindal Stainless Limited JSL ELM PARK FUND LIMITED 6448104 3.16
REI Six Ten Retail Limited REISIXTEN ELM PARK FUND LIMITED 6265244 4.26
The India Cements Limited INDIACEM ELM PARK FUND LIMITED 14016058 4.56
Thiru Arooran Sugars Ltd THIRUSUGAR ELM Park Fund Limited 250000 2.21
Tube Investments of India Limited TUBEINVEST ELM Park Fund Limited 5158523 2.76
Usha Martin Education & Solutions Ltd. UMESLTD ELM PARK FUND LIMITED 284899 1.08

Portfolio of Bessemer India

This post is in continuation of my coat tailing series (see here)

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

The significant holdings of the portfolio of Bessemer India as per stock exchanges as on 30 Sept,2013 is given below:

Company Name Symbol Entity Name Date End # of Shares %
Anant Raj Limited ANANTRAJ BESSEMER INDIA CAPITAL PARTNERS II SA 201309 3319787 1.12
Ganesh Housing Corporation Limited GANESHHOUC BESSEMER INDIA CAPITAL PARTNERS II SA 201309 518787 1.59
IL&FS Transportation Networks Limited IL&FSTRANS BESSEMER INDIA CAPITAL HOLDINGS II LTD 201309 4132231 2.13
Shriram City Union Finance Limited SHRIRAMCIT Bessemer Venture Partners Trust 201309 2500000 4.22
Shriram EPC Limited SHRIRAMEPC BESSEMER VENTURE PARTNERS TRUST 201309 10481762 23.63
Sunil Hitech Engineers Limited SUNILHITEC BESSEMER VENTURE PARTNERS TRUST 201309 1100000 8.96

 

Portfolio of Goldman Sachs in India

This post is in continuation of my coat tailing series (see here)

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

The significant holdings of the portfolio of Goldman Sachs in India as per publicly available information as on 30 Sept,2013 is given below:

Symbol Entity # of Shares %
AMTEKAUTO GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD. FCCB 6701715 3.07
CARERATING GOLDMAN SACHS FUNDS-GOLDMAN SACHS BRICS PORTFOLIO 295664 1.02
ESCORTS GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD 1866388 1.52
GTLINFRA GOLDMAN SACHS INVESTMENTS (MAURITIUS) 55241347 2.39
HEXAWARE GOLDMAN SACHS INVESTMENT (MAURITIUS) 4502620 1.5
IBREALEST GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD 5759087 1.36
ICSA GOLDMAN SACHS (ASIA) FINANCE 1474281 3.06
INDUSINDBK GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD 11421192 2.18
KOLTEPATIL Goldman Sachs India Fund Limited 939675 1.24
MAGMA GOLDMAN SACHS (SINGAPORE) PTE 3312353 1.74
MONNETISPA Goldman Sachs Investments (Mauritius) I Ltd 1835462 2.88
PARSVNATH GOLDMAN SACHS INVESTMENTS (MAURITIUS) INDIA LIMITED 7555357 1.74
RAIN Goldman Sachs Investments (Mauritius) I Ltd 8501800 2.53
REDINGTON Goldman Sachs 9816750 2.46
STAR Goldman Sachs Investments (MAURITIUS) I LTD 3391815 5.73
TATAMTRDVR GOLDMAN SACH (SINGAPORE) PTE 7250000 1.5
TATAMTRDVR GOLDMAN SACHS INVESTMENTS (MAURITIUS) LIMITED 5112857 1.06
UBHOLDINGS GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD 195310 0.29
UNIPHOS GOLDMAN SACHS (SINGAPORE) PTE 15629706 3.53
WEBELSOLAR GOLDMAN SACHS INVESTMENTS (MAURITIUS) LTD 442056 2.01
ZEEL Goldman Sachs (Singapore) PTE 15019186 1.56