Ashish Kacholia Q2 portfolio: Ace investor adds 3 new stocks, increases stake in 2 companies. Own any?
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Pro picks
Ace investor Ashish Kacholia, popularly known as the 'Big Whale', has made a series of changes to his Rs 3,000 crore portfolio, according to Trendlyne, in the second quarter of financial year 2027. Ashish Kacholia is among India's most closely watched veteran investors, with his portfolio activity regularly drawing the attention of retail and institutional investors. His investment decisions are widely tracked as indicators of emerging opportunities and changing market sentiment. Here’s what he bought in Q2.
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ESDS Software
Data shows that the market veteran added newly-listed ESDS Software Solutions to his portfolio by picking over a 2% stake in the company. ESDS Software Solutions is up 185% after listing at a 76% premium last month.
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Ardee Industries
Kacholia has picked a fresh 1.2% stake in the company. The stock is down over 36% since the beginning of this year. The company is engaged in the secondary metals industry, supplying high-quality lead metal to domestic and international markets.
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Credent Connect N Care
The market veteran picked a 1.2% stake in the company, data from Trendlyne showed. The company is an integrated B2B healthcare services and operations partner that manages infrastructure, supply chains, and workforce solutions for diagnostic labs, hospitals, and pharmaceutical companies.
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Indo SMC
Ashish Kacholia raised its stake in the company by 0.3% to 3.2%, data showed. Indo SMC is an integrated manufacturer of advanced electrical enclosures, transformers, and switchgear in power distribution. The stock is up 168% on a YTD basis.
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Stove Kraft
Ashish Kacholia raised its stake in the company by 0.2% to 1.9%, data showed. The company manufactures home and kitchen appliances like induction cooktops. The stock price of the company is up 42% this year.
Disclaimer: This article has been written by Veer Sharma, who is not a SEBI-registered Research Analyst or an Investment Adviser. Veer Sharma and his/her ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here.
Disclaimer: This article has been written by Veer Sharma, who is not a SEBI-registered Research Analyst or an Investment Adviser. Veer Sharma and his/her ‘relative(s)’ (as defined under Section 2(77) of the Companies Act, 2013) do not hold any financial interest in the companies mentioned in this article as of the date of publication. The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here.