Tag: ashokley

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CoatTailing

Top 5 Holdings of Government Pension Fund Global

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 Government Pension Fund Global is a prominent FII investor in the Indian markets.

Its top 5 investments in India aggregating around Rupees 4,400 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

 

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
Hero MotoCorp Limited HEROMOTOCO GOVERNMENT PENSION FUND GLOBAL 201509 2201931 1.13 553.57
Ashok Leyland Limited ASHOKLEY GOVERNMENT PENSION FUND GLOBAL 201509 65658344 2.31 564.66
Tech Mahindra Limited TECHM GOVERNMENT PENSION FUND GLOBAL 201509 15102848 1.57 812.53
Bajaj Auto Limited BAJAJ-AUTO GOVERNMENT PENSION FUND GLOBAL 201509 4425831 1.53 1062.20
Axis Bank Limited AXISBANK GOVERNMENT PENSION FUND GLOBAL 201509 33116360 1.39 1430.63
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CoatTailing

Top 5 Holdings of Amansa

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

Amansa Capital  run by Akash Prakash is a well known fund management company with significant investments in India.

Its top 5 investments in India aggregating around Rupees 1750 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Mahindra & Mahindra Financial Services Limited M&MFIN AMANSA HOLDINGS PRIVATE LIMITED 201509 11704054 2.06 284.41
The Federal Bank  Limited FEDERALBNK AMANSA HOLDINGS PRIVATE LIMITED 201509 56463346 3.29 320.15
SRF Limited SRF Amansa Holdings Pvt. Ltd. 201509 2950882 5.14 371.81
Ashok Leyland Limited ASHOKLEY AMANSA HOLDINGS PRIVATE LIMITED 201509 40000033 1.41 385.60
Cholamandalam Investment and Finance Company Limited CHOLAFIN AMANSA HOLDING PRIVATE LIMITED 201509 6144336 4.27 387.71
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CoatTailing

Portfolio of Amansa 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

Amansa Capital is a well known FII known for its shrewd picks in the Indian Equity Markets.

It’s significant holdings in India aggregating around Rupees 5,250 Crores (~800 Million $) as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
Ashok Leyland Limited ASHOKLEY AMANSA HOLDINGS PRIVATE LIMITED 201506 49000000 1.72 394.45
Balkrishna Industries Limited BALKRISIND AMANSA HOLDINGS PRIVATE LIMITED 201506 1750000 1.81 122.01
Cholamandalam Investment and Finance Company Limited CHOLAFIN AMANSA HOLDING PRIVATE LIMITED 201506 6144336 4.28 423.96
Cyient Limited CYIENT Amansa capital PTE Limited 201506 4155404 3.7 219.14
D.B.Corp Limited DBCORP AMANSA HOLDINGS PRIVATE LIMITED 201506 5561188 3.03 177.43
Edelweiss Financial Services Limited EDELWEISS AMANSA HOLDINGS PRIVATE LIMITED 201506 11900000 1.5 76.58
Eicher Motors Limited EICHERMOT AMANSA HOLDINGS PRIVATE LIMITED 201503 350000 1.29 703.98
Entertainment Network (India) Limited ENIL AMANSA HOLDINGS PRIVATE LIMITED 201503 2187611 4.59 160.82
Exide Industries Limited EXIDEIND Amansa Holdings Private Limited 201506 13193271 1.55 198.76
Gateway Distriparks Limited GDL AMANSA HOLDINGS PRIVATE LIMITED 201506 3400000 3.13 113.25
Info Edge (India) Limited NAUKRI AMANSA HOLDINGS PRIVATE LTD. 201506 2703296 2.24 242.53
Karur Vysya Bank Limited KARURVYSYA AMANSA HOLDINGS PRIVATE LIMITED 201503 3318790 2.73 156.81
Kirloskar Brothers Limited KIRLOSBROS Amansa Holdings Private Limited 201506 4809712 6.06 102.4
Mahindra & Mahindra Financial Services Limited M&MFIN AMANSA HOLDINGS PRIVATE LIMITED 201506 8541356 1.5 227.41
Mahindra Lifespace Developers Limited MAHLIFE AMANSA HOLDINGS PRIVATE LIMITED 201506 2505170 6.11 112.27
MindTree Limited MINDTREE AMANSA HOLDINGS PRIVATE LIMITED 201506 1512000 1.8 192
Persistent Systems Limited PERSISTENT AMANSA HOLDINGS PRIVATE LIMITED 201503 1237718 1.55 78.96
Rallis India Limited RALLIS Amansa Holdings Private Limited 201506 8000000 4.11 187.88
Ramco Systems Limited RAMCOSYS Amansa Holdings Private Limited 201506 1007800 3.4 77
SKS Microfinance Limited SKSMICRO AMANSA HOLDINGS PRIVATE LIMITED 201506 5729956 4.53 322.42
SRF Limited SRF Amansa Capitl PTE Ltd A/C Amansa Holdings Pvt. Ltd. 201506 2881306 5.02 374.28
The Federal Bank Limited FEDERALBNK AMANSA HOLDINGS PRIVATE LIMITED 201506 25990414 3.03 181.15
Thermax Limited THERMAX AMANSA HOLDINGS PRIVATE LIMITED 201506 1714245 1.44 180.96
Triveni Turbine Limited TRITURBINE AMANSA HOLDINGS PRIVATE LIMITED 201506 14705950 4.46 176.47
Whirlpool of India Limited WHIRLPOOL AMANSA HOLDINGS PVT LTD 201506 1629632 1.28 118.99
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CoatTailing

Portfolio of Kuwait Investment Authority 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

Kuwait Investment Authority  manages the investment funds for the Government of Kuwait

Its’ 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)
Ashok Leyland Limited ASHOKLEY KUWAIT INVESTMENT AUTHORITY – FUND NO. 208 201503 34940409 1.23 235.67
Gateway Distriparks Limited GDL KUWAIT INVESTMENT AUTHORITY FUND 208- 201503 3436945 3.16 123.32
HT Media Ltd HTMedia KUWAIT INVESTMENT AUTHORITY FUND 208- 201503 2644360 1.14 29.08
INOX Leisure Limited INOXLEISUR Kuwait Investment Authority-Fund no.208 201412 4563357 4.73 74.59
Marico Limited MARICO KUWAIT INVESTMENT AUTHORITY – FUND NO. 208 201503 6682892 1.04 264.64
PTC India Limited PTC KUWAIT INVESTMENT AUTHORITY FUND 225 201503 7019422 2.37 52.01
Redington (India) Limited REDINGTON Kuwait Investment Authority Fund 201503 5219081 1.31 64.56
Simplex Infrastructures Limited SIMPLEXINF KUWAIT INVESTMENT AUTHORITY FUND 227 201503 584013 1.18 25.59
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CoatTailing

Portfolio of Abu Dhabi Investment Authority 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

Abu Dhabi Investment Authority is the investment arm of the Government of Abu Dhabi.

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)
Ashok Leyland Limited ASHOKLEY ABU DHABI INVESTMENT AUTHORITY – JHELUM 201412 29663007 1.04 190.73
Divi’s Laboratories Limited DIVISLAB ABU DHABI INVESTMENT AUTHORITY 201412 1469757 1.11 246.69
Dr. Reddy’s Laboratories Limited DRREDDY Abu Dhabi Investment Authority 201412 3626213 2.13 1214.64
Housing Development Finance Corporation Limited HDFC ABU DHABI INVESTMENT AUTHORITY – GULAB 201412 23532656 1.5 3035.95
Infosys Limited INFY ABU DHABI INVESTMENT AUTHORITY 201412 30319353 2.64 6715.89
Larsen & Toubro Limited LT Abu Dhabi Investment Authority 201412 10741853 1.16 1838.25
LIC Housing Finance Limited LICHSGFIN ABU DHABI INVESTMENT AUTHOR 201412 9297552 1.84 451.95
Piramal Enterprises Limited PEL Abu Dhabi Investment Authority 201412 1736606 1.01 145
Reliance Capital Limited RELCAPITAL Abu Dhabi Investment Authority 201409 2729813 1.11 129.95
Shriram Transport Finance Company Limited SRTRANSFIN Abu Dhabi Investment Authority – Gulab Jpmorgan Chase Bank N.A. 201412 2334259 1.03 255.71
Sun Pharmaceuticals Industries Limited SUNPHARMA Abu Dhabi Investment Authority – BAIHU 201412 24295901 1.17 2261.94