Category: CoatTailing

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

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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

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

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

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

Amal Niranjan Parikh is a well known Mumbai based stock broker.He was in the news for buying Harshad Mehta’s flats in an auction.

The significant holdings of his portfolio as per publicly available information is given below: