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CoatTailing

Top 5 Holdings of Nalanda 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

Nalanda is one of the most respected PE investors in India.

It’s top 5 holdings in India as on 31 December,2016 as per Stock Exchanges is given below:

Company NSE/BSE Symbol Entity # of Shares % Value (In Crores)
Page Industries Limited PAGEIND NALANDA INDIA FUND LIMITED 1110735 9.96 1827.48
Havells India Limited HAVELLS Nalanda India Equity Fund Limited 33044930 5.29 1345.26
Berger Paints (I) Limited BERGEPAINT Nalanda India Fund Ltd. 50749406 5.23 1306.29
AIA Engineering Limited AIAENG Nalanda India Equity Fund Limited 9127809 9.68 1180.04
Supreme Industries Limited SUPREMEIND NALANDA INDIA FUND LIMITED 8176502 6.44 738.3
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CoatTailing

Portfolio of Westbridge Capital

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

Westbridge Capital is a prominent PE firm which invests via its investment arm Jwalamukhi Investments.Their significant listed portfolio holdings as on 30 Sept,2016 as per stock exchanges is as given below:

Company Name NSE Symbol OR BSE CODE Entity Name Date End # of Shares % Value (Rs Crores)
AIA Engineering Limited AIAENG Jwalamukhi Investments Holdings 201609 1635000 1.73 211.37
CEAT Limited CEATLTD Jwalamukhi Investment Holding 201609 1820944 4.5 221.13
CEAT Limited CEATLTD Westbridge Crossover Fund, Lic 201609 1421375 3.51 172.6
Cera Sanitaryware Limited CERA JWALAMUKHI INVESTMENT HOLDINGS 201609 417465 3.21 108.29
DFM Foods Ltd 519588 WESTBRIDGE CROSSOVER FUND LLC 201609 1495251 14.95 328.95
DFM Foods Ltd 519588 HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201606 995166 9.95 218.93
Dr. Lal Path Labs Ltd. LALPATHLAB Westbridge Crossover Fund, Llc (Foreign Company) 201609 10641846 12.86 1253.66
Greenlam Industries Limited GREENLAM JWALAMUKHI INVESTMENT HOLDINGS 201609 1260287 5.22 90.99
Greenlam Industries Limited GREENLAM WESTBRIDGE CROSSOVER FUND, LLC 201609 1901342 7.88 137.28
Greenply Industries Limited GREENPLY JWALAMUKHI INVESTMENT HOLDINGS 201609 11884420 9.69 344.71
Greenply Industries Limited GREENPLY WESTBRIDGE CROSSOVER FUND, LLC 201609 3639875 2.97 105.57
Hatsun Agro Product Limited HATSUN Jwalamukhi Investment Holdings 201609 1856404 1.22 64.32
Kajaria Ceramics Limited KAJARIACER JWALAMUKHI INVESTMENT HOLDINGS 201609 4335405 5.46 269.12
Kajaria Ceramics Limited KAJARIACER WESTBRIDGE CROSSOVER FUND LLC 201609 5885420 7.41 365.34
La Opala RG Limited LAOPALA JWALAMUKHI INVESTMENT HOLDINGS 201609 1423417 2.56 79.43
La Opala RG Limited LAOPALA WESTBRIDGE CROSSOVER FUND LLC 201609 2512340 4.53 140.2
Mayur Uniquoters Ltd MAYURUNIQ Jwalamukhi Investment Holdings 201609 1805980 3.9 78.51
Mayur Uniquoters Ltd MAYURUNIQ Westbridge Crossover Fund, LLC 201609 2972000 6.42 129.21
Prestige Estates Projects Limited PRESTIGE Jwalamukhi Investment Holdings 201609 18089884 4.82 350.76
Relaxo Footwears Limited RELAXO JWALAMUKHI INVESTMENT HOLDINGS 201609 2418441 2.01 103.1
TVS Motor Company Limited TVSMOTOR JWALAMUKHI INVESTMENT HOLDINGS 201609 20725563 4.36 839.39
V-Mart Retail Limited VMART JWALAMUKHI INVESTMENT HOLDINGS 201609 1788102 9.9 92.72
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CoatTailing

Portfolio of Nalanda Capital

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

Nalanda Capital run by Pulak Prasad is a well known FII which invests in midcap and small cap stocks in the Indian Market.

Their significant portfolio holdings as on 30 September,2014 as per stock exchanges is as given below:

Symbol Entity Date End # of Shares % Value (In Crores)
AHLUCONT NALANDA INDIA FUND LIMITED 201409 3545485 5.65 52.51
AHLUCONT NALANDA INDIA EQUITY FUND LIMITED 201409 3870102 6.17 57.32
AIAENG Nalanda India Eq. Fund Ltd. 201409 7918845 8.4 709.13
BERGEPAINT Nalanda India Fund Ltd. 201409 18124788 5.23 654.49
CARBORUNIV NALANDA INDIA FUND LIMITED 201409 16793362 8.94 323.52
CARBORUNIV NALANDA INDIA EQUITY FUND LIMITED 201409 4478619 2.38 86.28
CERA NALANDA INDIA EQUITY FUND LIMITED 201409 371558 2.94 62.26
DBCORP NALANDA INDIA EQUITY FUND LIMITED 201409 14582902 7.94 523.23
EXIDEIND Nalanda India Equity Fund Ltd 201409 30267261 3.56 471.26
EXIDEIND Nalanda India Fund Ltd 201409 15807349 1.86 246.12
HAVELLS NALANDA INDIA EQUITY FUND LIMITED 201409 33044930 5.29 887.92
NAUKRI Nalanda India Equity Fund Limited 201409 3853000 3.21 322.61
KKCL Nalanda India Fund Limited 201409 1200000 9.74 208.73
KIRLOSENG Nalanda India Fund Limited 201409 10896124 7.53 271.37
KIRLOSENG Nalanda India Equity Fund Limited 201409 3013690 2.08 75.06
LOVABLE NALANDA INDIA EQUITY FUND LIMITED 201409 1492057 8.88 54.31
MINDTREE NALANDA INDIA FUND LIMITED 201409 7898178 9.44 826.03
MINDTREE NALANDA INDIA EQUITY FUND LIMITED 201409 1429760 1.71 149.53
NRBBEARING NALANDA INDIA EQUITY FUND LTD 201409 9682667 9.99 122.24
PAGEIND NALANDA INDIA FUND LIMITED 201409 1110735 9.96 963.58
RATNAMANI Nalanda India Fund Ltd. 201406 3906664 8.37 183.16
RATNAMANI Nalanda India Equity Fund Ltd. 201406 1461644 3.13 68.53
SUPREMEIND NALANDA INDIA FUND LIMITED 201406 8176502 6.44 489.65
GESHIP NALANDA INDIA EQUITY FUND LIMITED 201409 10524139 6.98 416.81
TRIVENI NALANDA INDIA FUND LIMITED 201409 25788000 10 57.89
TRITURBINE NALANDA INDIA FUND LIMITED 201409 25788000 7.82 234.8
TTKPRESTIG Nalanda India Equity Fund Ltd 201409 203750 1.75 79.44
VAIBHAVGBL Nalanda India Fund Limited 201406 4110600 12.74 328.33
VGUARD Nalanda India Equity Fund Limited 201409 1304485 4.37 116.65
VGUARD Nalanda India Fund Limited 201409 789964 2.65 70.64
VOLTAMP NALANDA INDIA FUND LIMITED 201409 1005340 9.94 66.87
VOLTAMP NALANDA INDIA EQUITY FUND LIMITED 201409 647732 6.4 43.08
Categories
CoatTailing

Portfolio of Westbridge Capital

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

Westbridge Capital is a prominent PE firm which invests via its investment arm Jwalamukhi Investments.Their significant listed portfolio holdings as on 30 Sept,2014 as per stock exchanges is as given below:

Symbol Entity Date End # of Shares % Value In Crores
AIAENG HSBC Bank (Mauritius) Ltd. A/c Jwalamukhi Investment Holdings 201409 2670000 2.83 239.1
ASHIANA HSBC BANK (MAURITIUS) LTD A/C – JWALAMUKHI INVESTMENTHOLDINGS 201409 2642587 2.84 58.13
ASTRAL HSBC BANK (MAURITIUS) LTD A/C JWALAMUKHI INV 201409 11162284 9.93 433.26
BAJAJELEC HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 1677732 1.67 46.77
CERA HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 1122769 8.87 188.14
CHOLAFIN HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 3122828 2.18 150.04
DFM FOODS Westbridge Crossover Fund LLC 201409 1495251 14.95 51.58
DFM FOODS HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 995166 9.95 34.33
GREENPLY HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 2376884 9.85 237.51
HATSUN HSBC BANK (MAURITIUS) LTD A/C JWALAMUKHI INVESTMENT HOLDINGS 201409 1326003 1.23 39.83
KAJARIACER HSBC BANK (MAURITITUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLD 201409 6321005 8.36 391.24
KAJARIACER WESTBRIDGE CROSSOVER FUND, LLC 201409 2000000 2.65 123.79
LAOPALA WESTBRIDGE CROSSOVER FUND LLC 201409 2512340 4.53 87.83
MAYURUNIQ HSBC BANK (MAURITUS) LIMITED(JAWALAMUKHI INVESTMENT HOLDINGS 201409 1805980 4.17 75.63
PRESTIGE HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENT HOLDINGS 201406 13370583 3.57 315.41
SUPREMEIND HSBC BANK (MAURITIUS) LIMITED A/C JWALAMUKHI INVESTMENTS HOLDINGS 201409 3051469 2.40 186
VMART Hsbc Bank (Mauritius) Limited. A/C Jwalamukhi Investment Holdings 201409 1788102 9.93 103.11