Tag: TECHM

Portfolio of EuroPacific Growth Fund

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

EuroPacific Growth Fund is one of the largest FII investors 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)
Grasim Industries Limited	GRASIM	EUROPACIFIC GROWTH FUND	201603	1727954	1.85	734.68
HDFC Bank Limited	HDFCBANK	Europacific Growth Fund	201603	98038464	4.77	11185.21
Housing Development Finance Corporation Limited	HDFC	EUROPACIFIC GROWTH FUND	201603	67066265	4.25	7819.93
ICICI Bank Limited	ICICIBANK	EUROPACIFIC GROWTH FUND	201603	1.3E+08	2.99	2945.67
Idea Cellular Limited	IDEA	Europacific Growth Fund	201603	78737011	2.19	894.06
Indiabulls Housing Finance Limited	IBULHSGFIN	EUROPACIFIC GROWTH FUND	201603	26207577	6.27	1876.72
Kotak Mahindra Bank Limited	KOTAKBANK	EUROPACIFIC GROWTH FUND	201603	90708514	4.94	6424.43
Mahindra & Mahindra Limited	M&M	EUROPACIFIC GROWTH FUND	201603	25190000	4.29	3306.82
Maruti Suzuki India Limited	MARUTI	EUROPACIFIC GROWTH FUND	201603	3500000	1.16	1346.19
Motherson Sumi Systems Limited	MOTHERSUMI	EUROPACIFIC GROWTH FUND	201603	20000000	1.51	526.7
Power Grid Corporation of India Limited	POWERGRID	EUROPACIFIC GROWTH FUND	201603	2.02E+08	3.86	2921.75
Reliance Communications Limited	RCOM	Europacific Growth Fund	201603	56198451	2.27	290.55
Reliance Industries Limited	RELIANCE	Europacific Growth Fund	201603	48470015	1.54	4741.09
Tech Mahindra Ltd	TECHM	Europacific Growth Fund	201603	61831716	6.39	3035.94

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

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

Skagen Kon-Tiki Verdipapirfond is a well known FII which specializes in Emerging Markets

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

Symbol	Entity	# of Shares	%	Date End	Value in Crores
APOLLOTYRE	SKAGEN KON-TIKI VERDIPAPIRFOND	20406475	4.01	201409	446.90
BHARTIARTL	Skagen Kon-Tiki Verdipapirfond	44368848	1.11	201409	1530.72
TATAGLOBAL	Skagen Kon-Tiki Verdipapirfond	12304260	1.99	201409	180.87
TATAMTRDVR	SKAGEN GLOBAL VERDIPAPIRFOND	8226456	1.71	201409	270.65
TECHM	SKAGEN KON-TIKI VERDIPAPIRFOND+	2529440	1.07	201409	647.03
UPL	SKAGEN KON-TIKI VERDIPAPIRFOND	10294488	2.4	201409	337.65

5Stocks

I had blogged earlier (here and here) about how Export oriented stocks have become the new meme amongst the investing community.

For subscribers of the Investor Wisdom Newsletter,I had mentioned the stocks where LIC had poured money in the last quarter.

So it turns out that software biggies were the biggest gainers of July 2013 as can be seen from the table below: