Ace investor Mukul Agrawal made notable moves in the September quarter of 2025, expanding his portfolio with 10 new additions and raising stakes in five existing holdings, while reducing exposure in nine counters and exiting, or slipping below the reporting threshold, in four others.
As of the September quarter, Agrawal’s portfolio comprised 75 stocks valued at Rs 7,624 crore, up from 62 stocks worth Rs 6,642 crore in the June quarter.
Among his new investments, Agrawal bought 5 lakh shares of IFB Industries worth Rs 95 crore, 13.38 lakh shares of Osel Devices valued at Rs 77 crore, and 6 lakh shares of Protean eGov Tech worth Rs 51 crore. He also purchased 30 lakh shares of Vikram Engineering valued at Rs 31 crore and 20 lakh shares of Laxmi Finance worth Rs 30 crore.
Other fresh entries included Kilitch Drugs, NR Agarwal Industries, Solarium Green Energy, Unified Data Tech Solutions, and Zelio EMobility. Together, these ten new stocks were valued at Rs 388 crore.
Agrawal further increased his stakes in existing holdings such as ASM Technologies, Tatva Chintan Pharma, Monolithisch, Zota Healthcare, and WPIL. Conversely, he trimmed positions in PDS, Sirca Paints, OneSource Specialty Pharma, Pearl Global, Oriental Rail, Infobeans Tech, Kingfa Science, Stanley Lifestyles, and Vasa Denticity.
His shareholding in BSE, Mitcon Consultancy, Raghav Productivity, and Sula Vineyards fell below 1 percent, though it remains unclear whether he has completely exited these counters or if his stake has merely dropped below the disclosure threshold. The shareholding data for Gensol Engineering was yet to be released at the time of reporting.
As of the June 2025 quarter, Agrawal held around 48 lakh shares of BSE valued at Rs 1,330 crore and 15 lakh shares of Sula Vineyards worth Rs 45 crore. His holdings in Raghav Productivity and Mitcon Consultancy were valued at Rs 33 crore and Rs 2.25 crore, respectively.
As of September, Agrawal’s top five holdings were Neuland Laboratories with a holding value of Rs 630 crore, ASM Technologies at Rs 521 crore, Radico Khaitan at Rs 451 crore, Zota Healthcare at Rs 395 crore, and Nuvama Wealth at Rs 370 crore.
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