Ashish Kacholia, Mukul Agrawal, and Sunil Singhania are among India's most closely tracked investors, with their portfolio changes routinely drawing attention from both retail and institutional market participants. Their buying and selling activity is widely monitored as a barometer of emerging investment themes and shifting sectoral preferences. Kacholia is best known for his focus on small and mid-cap companies, Agrawal for large concentrated bets on high-growth names, and Singhania, a former head of equities at Reliance Mutual Fund, runs Abakkus Asset Management with a mid- and small-cap orientation. The holdings discussed below come from BSE shareholding disclosures for the quarter ending June 2026, which listed companies are required to file.

Ashish Kacholia's Moves

Kacholia initiated a new position in Asian Energy during the June 2026 quarter, acquiring a 1.2% stake equivalent to 5.74 lakh shares. The stock has gained 51% over the past six months.

In Indo SMC, the investor popularly referred to as the 'Big Whale' raised his stake from 2.46% to 3.03% by adding 1.3 lakh shares to his holdings. The stock has surged over 200% so far in 2026.

Kacholia also marginally increased his position in TechEra Engineering, lifting his holding from 6.2% in March 2026 to 6.3% in June 2026. He now holds over 1 crore shares of the company. The stock has declined 34% on a year-to-date basis.

Mukul Agrawal's Additions

Agrawal raised his stake in Laxmi Finance during the first quarter of FY27, purchasing 4 lakh shares to bring his total holding to 24 lakh shares, or a 4.58% stake. At the end of the March quarter, his position stood at 20 lakh shares, representing a 3.83% stake.

He also entered Arisinfra Solutions with a fresh purchase of 13 lakh shares during Q1 FY27. The Mumbai-based construction materials and services platform had seen its shares fall approximately 45% from its IPO price in a little over a year following its market debut.

In Lux Industries, Agrawal increased his stake from 4.42 lakh shares (1.47%) at the end of the March quarter to 4.65 lakh shares (1.55%) at the close of Q1 FY27, adding 23,146 shares during the period.

Sunil Singhania's Abakkus Funds Pick Up Stakes

Shareholding data from the BSE showed that Abakkus Emerging Markets Fund acquired a 1.97% stake, or 5.66 lakh shares, in Afcom Holdings. The stock has returned a sharp 94% gain over the trailing six months and has risen over 500% in the last five years.

Singhania's Abakkus Diversified Alpha Fund purchased 2.93 lakh shares, representing a 2.07% stake, in TTK Healthcare. The stock has gained 13% over the past month but remains down 17% over the trailing year. TTK Healthcare manufactures and sells pharmaceuticals, medical devices, consumer goods, protective devices, and food products.

The cumulative picks span energy, financial services, engineering, construction materials, apparel, cargo logistics, and healthcare, reflecting a broad rather than concentrated sectoral tilt this quarter. Subsequent quarterly filings will indicate whether these positions were maintained, expanded, or trimmed.

(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own and do not represent the views of Economic Times.)