Big

In Indian stock markets, Rakesh Jhunjhunwala needs no introduction. Popularly called the “Big Bull”, he is the most successful non-promoter investor in India. With a portfolio worth Rs.20,000 crore, some of his top picks are almost as popular as his own persona.

Here is Rakesh Jhunjhunwalas portfolio as of June-21.

Company

Percent Holding

Market Value (22 Jul)

Titan Co.

4.8%

Rs.7,260 crore

CRISIL Ltd

5.5%

Rs.1,250 crore

Tata Motors

1.1%

Rs.1,143 crore

Lupin Ltd

1.6%

Rs.855 crore

Fortis Healthcare

4.3%

Rs.779 crore

Note: There are 9 stocks in which Rakesh Jhunjhunwalas holding is more than Rs.700 crore.

With such a formidable portfolio, Rakesh Jhunjhunwalas buy and sell are tracked closely. Here is what he bought and sold in the Jun-21 quarter.

First the buys! There were 2 new additions in Q1. He added 5.75 crore shares of SAIL and 1 crore shares of Indiabulls Housing Finance. In addition, he also added to his existing stake in 2 of his stocks. He added 78 lakh shares of Federal Bank taking his stake in the Kerala based bank from 2.4% to 2.8%. In addition, Rakesh Jhunjhunwala also bought 37.8 lakh shares of Edelweiss to enhance his stake from 1.2% to 1.4%.

Also Read: Stock holdings of top Stock Market Investors

Of course, there were sells too. Among his top holdings, he sold to reduce his stake in Titan from 5.1% to 4.8%. He also reduced his holding in Tata Motors from 1.3% to 1.1% during the Jun-21 quarter. In addition, Rakesh Jhunjhunwala was also a major seller in TV18 Broadcast and in Autoline Industries. 

There may not be any perceptible trend and would be normal portfolio churning. But investors would be obviously eyeing stocks like SAIL and Indiabulls Housing where he has picked up a fresh stake.

Related Article: Big Bull to Invest in Low Cost Airline in India

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