IPOpulse
24 investors tracked · Dec 2025 BSE/NSE filings

Super Investor Portfolios

India's most-followed individual investors — full quarterly portfolios from BSE/NSE shareholding filings (holdings >1% of a company). Updated every quarter when new filings are published.

Smart Money Activity — Dec 2025 Quarter

New Positions4 buys

NIIT Learning Systems
Ashish Kacholia
₹180 Cr
New
Nitin Spinners
Dolly Khanna
₹40 Cr
New
Hitachi Energy India
Mukul Agrawal
₹350 Cr
New
Technocraft Industries
Sunil Singhania
₹80 Cr
New

Increased Bets12 additions

Metro Brands
Rekha Jhunjhunwala
₹4,700 Cr
Added
Sundaram Finance
R. Damani
₹350 Cr
Added
Beta Drugs
Ashish Kacholia
₹140 Cr
Added
Mahindra Holidays
Vijay Kedia
₹120 Cr
Added
Pondy Oxides
Dolly Khanna
₹25 Cr
Added
BSE Limited
Mukul Agrawal
₹780 Cr
Added
Lloyds Metals & Energy
Akash Bhanshali
₹240 Cr
Added
₹95 Cr
Added
Kerala Ayurveda
Porinju Veliyath
₹18 Cr
Added
Glenmark Life Sciences
Ashish Dhawan
₹165 Cr
Added
Dredging Corporation
Madhusudan Kela
₹60 Cr
Added
Avadh Sugar
Anil Goel
₹130 Cr
Added

Reduced / Exited2 moves

Balaji Amines
Ashish Kacholia
₹95 Cr
Reduced
Tejas Networks
Vijay Kedia
₹180 Cr
Reduced

Held by Multiple Super Investors

Rain Industries
2 investors holding
Dolly Khanna, Mohnish Pabrai
Radico Khaitan
2 investors holding
Mukul Agrawal, Sanjiv Bhatt
Page Industries
2 investors holding
Basant Maheshwari, Raamdeo Agrawal
HDFC Bank
2 investors holding
Raamdeo Agrawal, Samir Arora

All 24 Tracked Investors

Radhakishan Damani

~₹1.82 L Cr

Founder of DMart (Avenue Supermarts). India's 5th richest individual investor. Known for value investing, patience, and a deeply concentrated portfolio.

4 holdings↑1 addedView

Rekha Jhunjhunwala (RARE Family)

~₹55,000 Cr

Wife of the late Rakesh Jhunjhunwala (India's 'Big Bull'). Continues to manage the RARE family portfolio — among India's largest individual equity portfolios.

5 holdings↑1 addedView

George Alexander Muthoot

~₹28,000 Cr

MD of Muthoot Finance. Family-held gold lending empire. Promoter portfolio represents one of India's largest NBFC groups.

1 holdingsView

Sunil Singhania (Abakkus)

~₹8,500 Cr

Founder of Abakkus Asset Manager. Former CIO of Reliance Mutual Fund. Multi-cap investor with strong process and concentrated bets.

4 holdings+1 new↑1 addedView

Samir Arora (Helios Capital)

~₹8,500 Cr

Founder of Helios Capital, Singapore. India-focused long-short equity fund. Highly vocal on Twitter, known for contrarian opinions.

2 holdingsView

Hiren Ved (Alchemy Capital)

~₹6,200 Cr

Co-founder of Alchemy Capital. Mid-cap focus with structural growth themes — financials, healthcare, consumption.

2 holdings↑1 addedView

Raamdeo Agrawal (Motilal Oswal)

~₹5,500 Cr

Co-founder of Motilal Oswal Financial Services. QGLP investor (Quality, Growth, Longevity, Price). Annual Wealth Creation Studies author.

3 holdingsView

Mukul Agrawal

~₹5,400 Cr

Mumbai-based super investor with concentrated small and midcap holdings. Portfolio valued at ₹5,000+ crore across 60+ names.

4 holdings+1 new↑1 addedView

Nikhil Kamath (Zerodha / True Beacon)

~₹4,500 Cr

Co-founder of Zerodha and True Beacon. Quantitative and alternative investing approach. One of India's youngest billionaires.

1 holdingsView

Nemish Shah (ENAM Holdings)

~₹4,200 Cr

Co-founder of ENAM Holdings. Long-term value investing in Indian equities. Rarely public but consistently in top institutional disclosures.

2 holdingsView

Ashish Dhawan

~₹3,900 Cr

Ex-private equity heavyweight (ChrysCapital co-founder). Now invests via personal portfolio + philanthropy.

3 holdings↑1 addedView

Mohnish Pabrai

~₹3,800 Cr

Pabrai Investment Funds. Value investor, Buffett disciple. Invested in India via Dalal Street. Concentrated bets in beaten-down businesses.

3 holdings↑1 addedView

Kenneth Andrade (Old Bridge Capital)

~₹3,100 Cr

Founder of Old Bridge Capital. Former CIO at IDFC MF. Focus on capital efficiency, B2B businesses, and contrarian large-cap picks.

2 holdings↑1 addedView

Ashish Kacholia

~₹2,800 Cr

Small-cap specialist. Known for spotting multi-baggers early. Runs Hungama Digital Services (entertainment portfolio).

5 holdings+1 new↑1 added↓1 reducedView

Madhusudan Kela

~₹2,400 Cr

Founder of MK Ventures. Former Chief Investment Strategist at Reliance Capital. Multi-cap investor with focus on growth.

3 holdings↑1 addedView

Akash Bhanshali

~₹2,200 Cr

Long-time value investor based in Mumbai. Concentrated portfolio focused on financials, capital goods, and select consumer names.

3 holdings↑1 addedView

Sanjiv Bhatt (Carnelian Capital)

~₹2,200 Cr

Founder of Carnelian Capital. Early-stage and emerging businesses focus. Known for quality-at-right-price approach.

2 holdings↑1 addedView

Shankar Sharma

~₹1,800 Cr

Co-founder of First Global. Contrarian investor. Known for bold macro calls and emerging market focus.

1 holdingsView

Vijay Kedia

~₹1,400 Cr

Managing director of Kedia Securities. SMILE philosophy: Small in size, Medium in experience, Large in aspiration, Extra-large in market potential.

5 holdings↑1 added↓1 reducedView

Anil Kumar Goel

~₹480.00 Cr

Sugar-sector specialist. Concentrated long-only bets on Indian sugar mill manufacturers and ancillaries.

3 holdings↑1 addedView

Dolly & Rajiv Khanna

~₹420.00 Cr

Chennai-based investor famous for spotting obscure small-cap multi-baggers. Portfolio managed by husband Rajiv. Known for quick rotation — entries and exits.

4 holdings+1 new↑1 addedView

Basant Maheshwari

~₹380.00 Cr

Author of 'The Thoughtful Investor.' Quality-and-growth investor. Vocal market educator on YouTube and Twitter.

2 holdingsView

Ramesh Damani

~₹320.00 Cr

Veteran value investor + BSE board member. Known for long holding periods and patience-based stock picking.

2 holdingsView

Porinju Veliyath

~₹240.00 Cr

Kerala-based investor running Equity Intelligence India. Famous for spotting deeply-undervalued small caps and turnarounds.

3 holdings↑1 addedView

Data source: BSE/NSE quarterly shareholding pattern disclosures (December 2025 quarter). SEBI mandates disclosure when an individual investor holds >1% of a listed company's paid-up equity. Portfolio values are approximate and computed from disclosed % × company market cap at the time of filing. This is not investment advice.