Portfolio of Karst Peak Capital in India

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

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Karst Peak Capital is a well known hedge fund based out of Hong Kong

It’s significant holdings as on 31 December,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
Cox & Kings Ltd COX&KINGS KARST PEAK VERMILION PARTNERS MASTER FUND 100.03
Cox & Kings Ltd COX&KINGS KARST PEAK ASIA MASTER FUND 91.77
Strides Shasun Ltd STAR KARST PEAK VERMILION PARTNERS MASTER FUND 109.8
Strides Shasun Ltd STAR KARST PEAK ASIA MASTER FUND 191.2

Portfolio of India Capital Fund

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

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India Capital is a well known FII known for its shrewd picks in the Indian markets.

Its significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
Balaji Telefilms Limited BALAJITELE INDIA CAPITAL FUND LIMITED 201603 2744777 3.61 26.45
Camlin Fine Sciences Limited CAMLINFINE India Capital Fund Ltd 201603 3442027 3.56 31.63
Cox & Kings Limited COX&KINGS INDIA CAPITAL FUND LIMITED 201603 3847188 2.27 78.23
Gujarat State Petronet Limited GSPL INDIA CAPITAL FUND LIMITED 201603 6478000 1.15 84.05
Kirloskar Industries Limited KIRLOSIND INDIA CAPITAL FUND LIMITED 201603 943439 9.72 66.99
Mangalam Cement Limited MANGLMCEM INDIA CAPITAL FUND LIMITED 201603 1970418 7.38 60.33
Orient Cement Limited ORIENTCEM India Capital Fund Limited 201603 3890586 1.9 68.86
Repco Home Finance Limited REPCOHOME INDIA CAPITAL FUND LIMITED 201603 1700936 2.72 131.62

Portfolio of Janus 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

Janus is a well known FII which has been investing in Indian Equities for a fairly long time now.

It’s significant holdings in India aggregating around Rupees 800 Crores  as on 30 June,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Adani Power Limited ADANIPOWER JANUS OVERSEAS FUND 201506 32821205 1.12 91.41
Cox & Kings Limited COX&KINGS JANUS OVERSEAS FUND 201506 5417511 3.2 150.66
Cox & Kings Limited COX&KINGS JANUS ASPEN SERIES OVERSEAS PORTFOLIO 201506 2052372 1.21 57.08
DLF Limited DLF Janus Overseas Fund 201506 33026914 1.85 342.99
Housing Development and Infrastructure Limited HDIL JANUS OVERSEAS FUND 201506 8489431 2.03 74.2
VAKANGEE LIMITED VAKRANGEE Janus Overseas Fund 201506 7651815 1.52 124.53

Portfolio of Prof. Mankekar

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

Prof. Mankekar is a well known celebrity investor in the Indian Capital Markets.The investments of the Mankekar family are in the name of Prof Mankekar, his wife Laxmi and his son Kedar.

Their significant portfolio holdings as on 31 December,2014 as per stock exchanges is as given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Century Textiles & Industries Limited CENTURYTEX Shivanand Shankar Mankekar 201412 2000000 2.15 112.95
Cox & Kings Limited COX&KINGS SHIVANAND SHANKAR MANKEKAR 201412 1996876 1.18 62.65
Financial Technologies (India) Limited FINANTECH Laxmi Shivanad Mankekar 201412 1350000 2.93 27.22
Future Lifestyle Fashions Limited FLFL SHIVANAND SHANKAR MANKEKAR 201412 1951468 1.05 15.61
Future Retail Limited FRL Laxmi Shivanand Mankekar 201412 5830821 2.44 65.98
Future Retail Limited FRL Shivanand Shankar Mankekar 201412 4100000 1.72 46.39
Galaxy Entertainment Corporation 506186 Shivanand Shankar Mankekar 201412 297302 1.9 1.21
HCL Infosystems Limited HCL-INSYS Kedar Shivanand Mankekar 201412 2230000 1 11.06
HCL Infosystems Limited HCL-INSYS Laxmi Shivanand Mankekar 201412 2230000 1 11.06
Jain Irrigation Systems Limited JISLJALEQS Shivanand Shankar Mankekar 201412 8260000 1.86 55.22
Lakshmi Vilas Bank Limited LAKSHVILAS KEDAR SHIVANAND MANKEKAR 201412 3780000 2.11 34.3
Multi Commodity Exchange Limited MCX SHIVANAND Shankar MANKEKAR 201412 650000 1.27 55.25
Shasun Pharmaceuticals Limited SHASUNPHAR SHIVANAND SHANKAR MANKEKAR 201412 2758538 4.59 80.3
SKS Microfinance Limited SKSMICRO SHIVANAND SHANKAR MANKEKAR 201412 1300000 1.03 57.49
Strides Arcolab Limited STAR Kedar Shivanand Mankekar 201412 745692 1.25 69.46
Strides Arcolab Limited STAR Laxmi Shivanand Mankekar 201412 1306678 2.19 121.72
Strides Arcolab Limited STAR Shivanand Shankar Mankekar 201412 885277 1.49 82.47
Talwalkars Better Value Fitness Limited TALWALKARS Laxmi Shivanand Mankekar and Kedar Shivanand Mankekar 201412 1573520 6.01 57.3