Sunil Singhania’s Abakkus fund adds six new stocks, trims stakes in three during Q2

Ace investor Sunil Singhania, who invests in equity markets through his fund Abakkus Asset Manager, made significant changes to his listed portfolio during the September quarter — a period marked by sharp market volatility. The fund added six new stocks, marginally trimmed stakes in three existing holdings, and increased its position in one.

As of the September quarter, Singhania’s fund held 26 listed stocks valued at Rs 2,345 crore, compared to 20 stocks worth Rs 2,690 crore in the previous quarter — a decline of nearly 13 percent. The fall in portfolio value was largely driven by sharp corrections in some of his major holdings amid market volatility. IIFL Securities slipped around 20 percent during the quarter, while Jubilant Pharmova and Mastek each fell about 11 percent. The Anup Engineering also declined more than 15 percent over the same period.

The portfolio data includes only listed companies, while Singhania’s investments in unlisted and pre-IPO firms are excluded as data not available.

Among the new additions, All Time Plastics stood out. The company debuted on the bourses during the quarter, with Abakkus appearing in its shareholding list. By the end of June 2025, the Abakkus Four2Eight Opportunities Fund had invested Rs 70 crore in a pre-IPO round and purchased another Rs 30 crore worth of shares from promoters at Rs 248 per share. This gave the fund a 7.29 percent stake, currently valued at Rs 122 crore.