Category: CoatTailing

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CoatTailing

Portfolio of Cartica Capital 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

Cartica Capital is a well known FII which specializes in Emerging Markets

Their significant portfolio holdings as on 30 June,2015 as per stock exchanges is as given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
Eicher Motors Limited EICHERMOT CARTICA CAPITAL LTD 201506 938726 3.46 1888.14
Hexaware Technologies Limited HEXAWARE CARTICA CAPITAL LTD. 201506 10721937 3.56 293.78
Page Industries Limited PAGEIND CARTICA CAPITAL LTD 201506 863650 7.74 1266.75
PI Industries Limited PIIND CARTICA CAPITAL LTD 201506 5294249 3.88 370.60
Shree Cements Limited SHREECEM CARTICA CAPITAL LTD 201506 711326 2.04 778.86
Supreme Industries Limited SUPREMEIND CARTICA CAPITAL LTD 201506 3518856 2.77 220.97
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CoatTailing

Portfolio of Porinju Veliyath

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

Porinju Veliyath of Equity Intelligence is a well known SEBI-registered PMS manager.

His significant holdings in India as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
Accel Transmatic 517494 Porinju V Veliyath 201506 171478 1.55 0.15
Eastern Treads Limited 531346 EQUITY INTELLIGENCE INDIA PRIVATE LIMITED 201506 100000 1.91 0.77
Eastern Treads Limited 531346 PORINJU V VELIYATH 201506 77773/td>

1.49 0.60
Hind Industries Limited 526307 Equity Intelligence India Pvt Ltd 201503 580199/td>

6.72 1.45
IZMO Limited IZMO PORINJU V VELIYATH 201506 215000 1.78 1.6
Jubilant Industries Limited JUBLINDS Porinju V Veliyath 201506 120000 1.01 2.01
Kerala Ayurveda Limited 530163 EQUITY INTELLIGENCE INDIA PVT LTD 201506 172280 1.63 1.2
Selan Exploration Technology Limited SELAN Equity Intelligence India Pvt. Ltd. and its Clients as PACs under Portfolio Management Service 201506 831758 5.07 22.45
Simran Farms 519566 Porinju V Veliyath 201506 40000 1.05 0.16
Stylam Industries 526951 Porinju V Veliyath 201506 75000 1.03 0.88
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CoatTailing

Portfolio of Tree Line Asia Master Fund in India

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

Treeline  is a well known hedge fund based out of Singapore and Hong Kong.

The portfolio of their Tree Line Asia Master Fund (Singapore) Pte Ltd. in India as on 31 March 2015 as per stock exchange websites is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
Astral Poly Technik Limited ASTRAL TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD. 201503 2630000 2.22 116.56
Eicher Motors Limited EICHERMOT TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD 201503 305000 1.13 448.98
KSK Energy Ventures Limited KSK TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD 201503 9008000 2.13 52.61
SKS Microfinance Limited SKSMICRO TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD 201503 2357076 1.87 103.49
SKS Microfinance Limited SKSMICRO TREE LINE ASIA MASTER FUND (SINGAPORE) PTE LTD 201503 1492924 1.18 65.55
TVS Motor Company Limited TVSMOTOR Tree Line Asia Master Fund (Singapore) 201503 6000000 1.26 139.29
United Breweries Limited UBL TREE LINE ASIA MASTER FUND SINGAPORE PTE LTD 201503 2765000 1.05 295.33
Westlife Development Limited 505533 TREE LINE ASIA MASTER FUND SINGAPORE PTE LTD 201503 3282296 2.11 98.46
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CoatTailing

Portfolio of Mukul Agarwal of Param 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

Mukul Agarwal of Param Capital is a well known investor in the Indian markets

His significant holdings in India as on 31 March,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
ARTEFACT PROJECTS LTD 531297 Mukul Mahavir Prasad 201503 60000 1.09 0.21
Bharat Bijlee Limited BBL Mukul Mahavir Prasad Agrawal 201503 76944 1.36 4.63
Dolphin Offshore Enterprises (India) Limited DOLPHINOFF PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 810174 4.83 9.45
Dwarikesh Sugar Industries Limited DWARKESH PARAM CAPITAL RESEARCH PVT. LTD. 201503 815077 5 1.98
DYNAMATIC TECHNOLOGIES LIMITED DYNAMATECH MUKUL MAHAVIR PRASAD AGRAWAL 201503 100000 1.58 31.33
DYNAMATIC TECHNOLOGIES LIMITED DYNAMATECH PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 101079 1.59 31.66
EPC INDUSTRIE LTD 523754 Mukul Mahavir Prasad Agrawal 201503 320269 1.16 5.09
EPC INDUSTRIE LTD 523754 Param Capital Research Pvt Ltd 201503 280000 1.01 4.45
Hindustan Dorr-Oliver Limited HINDDORROL MUKUL MAHAVIR PRASAD AGARWAL 201503 841017 1.17 1.51
Honda Siel Power Products Limited HONDAPOWER Param Capital Research Pvt Ltd 201503 126869 1.25 14.09
Indian Terrain Fashions Limited INDTERRAIN PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 100000 1.39 6.91
Ion Exchange India Limited 500214 Mukul Mahavir Prasad Agarwal 201503 243486 1.68 6.00
Intellect Design Arena Limited INTELLECT Param Capital Research Pvt Ltd 201503 1500000 1.5 16.78
ITD Cementation India Limited ITDCEM PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 200000 1.29 13.86
KDDL LTD 532054 Asha Mukul Agrawal 201503 368259 4.06 12.15
KDDL LTD 532054 Param Capital Research Pvt Ltd 201503 280100 3.09 9.24
Maxwell Industries Limited MAXWELL Param Capital Research Pvt. Ltd 201503 903000 1.43 5.97
MBL Infrastructures Limited MBLINFRA MUKUL MAHAVIR PRASAD AGRAWAL 201503 297311 1.43 17.39
SHALIMAR PAINTS LIMITED SHALPAINTS Asha Mukul Agrawal 201503 455464 2.41 6.23
Sunshield Chemicals Limited 530845 Asha Mukul Agrawal 201503 184913 2.51 6.71
Vimta Labs Limited VIMTALABS PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 305000 1.38 2.05
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CoatTailing

Portfolio of Vijay Kedia

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

Vijay Kedia is a well known investor in the Indian markets

His significant holdings in India as on 31 March,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
ABC Bearings Ltd 505665 Vijay Kishanlal Kedia 201503 199710 1.73 2.59
Amrutanjan Health Care Ltd 590006 Vijay Kishanlal Kedia 201503 156853 1.07 7.24
Amrutanjan Health Care Ltd 590006 KEDIA SECURITIES PRIVATE LIMITED 201503 288478 1.97 13.32
Apcotex Industries Limited APCOTEXIND Vijay Kishanlal Kedia 201503 115907 1.12 5.18
Aries Agro Limited ARIES Vijay Kishanlal Kedia 201503 491248 3.78 5.44
Atul Auto Limited ATULAUTO KEDIA SECURITIES PRIVATE LIMITED 201503 253451 1.16 12.96
Cera Sanitaryware Limited CERA VIJAY KEDIA 201503 253000 1.95 53.47
Liberty Shoes Limited LIBERTSHOE KEDIA SECURITIES PRIVATE LIMITED 201503 175000 1.03 4.19
Lykis Limited 530689 Vijay Kishanlal Kedia 210503 3234383 17.57 25.22
Lykis Limited 530689 KEDIA SECURITIES PRIVATE LIMITED 210503 1333335 7.24 10.4
Maxwell Industries Limited MAXWELL Vijay Kishanlal Kedia 201503 850000 1.35 5.58
Repro India Limited 532687 Vijay Kishanlal Kedia 201503 557209 5.11 21.45
Salzer Electronics 517059 Vijay Kishanlal Kedia 201503 200000 1.94 4.76
STEWARTS LLOYDS OF INDIA LTD 504960 Vijay Kishanlal Kedia 201503 142014 4.73 0.38
Sudarshan Chemical Industries Limited SUDARSCHEM VIJAY KISHANLAL KEDIA 201503 1274340 1.84 13.02
TCPL Packaging Ltd 523301 Vijay Kishanlal Kedia 210503 119961 1.37 5.54