Ace investor Ashish Kacholia trimmed his holdings in six portfolio stocks during the June quarter, as per the latest shareholding data, which showed the overall portfolio comprising 81 stocks valued at around Rs 2,774 crore, which is 12 percent higher compared to the March quarter when he held 85 stocks worth around Rs 2,478 crore.
During the June quarter, Kacholia added one new stock to his portfolio - Gujarat Apollo Industries - acquiring 1.25 lakh shares valued at around Rs 4.8 crore. Kacholia marginally increased his stake in four existing holdings - Apcotex Industries, Agarwal Industrial Corporation, Tanfac Industries and Aeroflex Industries. The combined value of these increased holdings was around Rs 38.78 crore.
Ashish Kacholia reduced exposure in six stocks during the June quarter - Yasho Industries, Jyoti Structures, Advait Infratech, NIIT Learning Systems, Awfis Space Solutions, and Universal Autofoundry, with the total value of stake cuts estimated at Rs 111 crore.
Kacholia's holding in nine SME stocks have not reported their June quarter shareholding data, since the companies are required to disclose shareholding pattern on a half-yearly basis. The remaining 61 stocks in Kacholia’s portfolio saw no change in holdings.
Beyond listed equities, Kacholia also has positions in unlisted companies planning to go public. The ace investor participated in the pre-IPO round of Shree Refrigerations, subscribing to 12.2 lakh shares worth Rs 12.2 crore, which are now valued at over Rs 15 crore based at the higher end of the price band.
Additionally, Kacholia invested Rs 50 crore in the pre-IPO round of Sri Lotus Developers in November 2024, a position that remains unchanged as the IPO price band aligns with the earlier investment level. He is also invested in upcoming IPOs of Sahajanand Medical Technologies and Patel Chem Specialities, though specific holdings remain undisclosed.
Among Ashish Kacholia's top five holdings, Shaily Engineering leads the list, with approximately 23.94 lakh shares valued at Rs 380 crore. This is followed by Beta Drugs and Safari Industries, where he holds 12.64 lakh and 9 lakh shares, valued at Rs 216 crore and Rs 190 crore, respectively.
The other two major holdings are Balu Forge and Zaggle Prepaid Ocean, with Kacholia owning 18.66 lakh and 30.03 lakh shares in these companies, each valued at around Rs 110 crore.
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