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    Potential Winners! How star investors' portfolios shape up after Q1

    Synopsis

    Currently, Rekha Jhunjhunwala publicly holds 26 stocks with a net worth of over Rs 31,901.4 crore. The investors' portfolio has increased 28% from the March quarter to Rs 33,017 crore in the June quarter

    Potential Winners! How star investors' portfolios shape up after Q1iStock
    As equity markets recovered from the lull of the first three months of the year, the portfolios of star investors have also undergone significant changes in the April-June period.

    Here's a brief look at what the portfolios of these star investors are looking like post the first quarter.

    Rekha Jhunjhunwala
    Ace investor Rekha Jhunjhunwala, who inherited the assets of the late Rakesh Jhunjhunwala, has raised stakes in three companies -- Escorts, Titan and Tata Communications -- during the June quarter.

    Rekha has also cut stakes in Metro Brands, Autoline Industries, Rallis India, Geojit Financial, Raghav Product Enhancers, and Agro Tech Foods in the same period, showed Trendlyne data.

    Currently, Rekha Jhunjhunwala publicly holds 26 stocks with a net worth of over Rs 31,901.4 crore. The investors' portfolio has increased 28% from the March quarter to Rs 33,017 crore in the June quarter.

    The combined net worth of stocks owned by Rekha was Rs 25,787 crore in the March quarter.

    Ashish Kacholia
    Kacholia, who boasts of a varied portfolio spanning across sectors, freshly added three more stocks to his name. They are Ugro Capital, SG Finserve, and Venus Pipes.

    He has also upped his holding in four other companies including Aditya Vision, and Knowledge Marine Engineering while reducing in eight other companies including D-link, Shaily Engineering, Likhitha Infra, and SJS Enterprises among others.

    Kacholia's portfolio worth has jumped nearly 22% in the June quarter over the previous quarter and is currently worth Rs 2,357 crore.

    Chemicals and petrochem take the highest spot in the star investor's portfolio with 17% holding, followed by textiles at 14% and General Industrials at 11.5%.

    Vijay Kedia
    Vijay Kishanlal Kedia has increased his holdings in Atul Auto, Patel Engineering, Precision Camshafts, and Neuland Laboratories in the June quarter while decreasing in Repro India, Elecon Engineering, Talbros Automotive, Tejas Networks.

    Kedia's net worth in stocks has jumped by 65% quarter-on-quarter in Q1 and currently stands at Rs 1,233 crore.

    The investor prefers telecom services, which make up 22% of his portfolio, and general industrial sectors at 19% of his investments.

    Dolly Khanna
    Dolly Khanna, who is known for lesser-known picks that tend to go on to overperform in the market, raised stakes in four companies during the first quarter including Pondy Oxides, Deepak Spinners, Talbros Automotive, Monte Carlo Fashions, and Control Print.

    Khanna has also cut her holdings in five other companies namely Tina Rubber, Simran Farms, Chennai Petroleum, KCP, and Ajanta Soya.

    The ace investor currently holds 14 stocks with a net worth of over Rs 318.9 crore.

    Madhusudan Kela
    Madhusudan Kela, another seasoned investor in Indian capital markets, has recently picked up stocks in Sangam (India), Repro India, and Indostar Capital Finance, while reducing stake in MK Ventures Capital.

    As of June 2023, Kela owns 8 stocks with a net worth of nearly Rs 1,000 crore. Choice International, MK Ventures, and Sangam India remain his top holdings.

    Kela has invested the most in financial stocks, followed by textiles, and commercial services.



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