Ashish Kacholia, Mukul Agrawal and Sunil Singhania are among India's most closely watched investors, with their portfolio moves often drawing significant attention from the market. Their investment decisions are widely tracked by retail and institutional investors alike, as they are often seen as indicators of emerging opportunities and evolving market sentiment.

Asian Energy

Ashish Kacholia's portfolio added a new position in Asian Energy during the June 2026 quarter, with the holding accounting for 1.2% or 5,74 lakh shares of the portfolio. The stock is up 51% in the last six months.

Indo SMC

Ace investor Ashish Kacholia, popularly known as the 'Big Whale', has increased his stake in the company to 3.03% from 2.46%, with the market veteran adding 1.3 lakh shares to his portfolio. The stock is up over 200% in 2026.

TechEra Engineering

Kacholia marginally raised his holding in TechEra Engineering to 6.3% in June 2026 from 6.2% in March 2026. He now has over 1 crore shares of the company. The stock is down 34% on a year-to-date basis.

Laxmi Finance

Mukul Agrawal owned 24 lakh shares or 4.58% stake in Laxmi Finance at the end of Q1 FY27. This implies that the ace investor bought 4 lakh shares during the first quarter, increasing his holding from 20 lakh shares or a 3.83% stake at the end of the March quarter.

Arisinfra Solutions

Ace investor Mukul Agarwal entered the company, buying 13 lakh shares during the first quarter of FY27 after the shares of the Mumbai-based construction materials and services platform crashed around 45% from its IPO price in a little over a year after its market debut.

Lux Industries

Mukul Agrawal owned 4.65 lakh shares or 1.55% stake in Lux Industries at the end of Q1 FY27. This implies that the ace investor bought 23,146 shares in Q1 increasing his holding from 4.42 lakh shares or a 1.47% stake at the end of the March quarter.

Afcom Holdings

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

TTK Healthcare

His Abakkus Diversified Alpha Fund, also purchased 2.93 lakh shares, or a 2.07% stake. The stock has gained 13% in the last month but remains down 17% over the past year. The company makes and sells pharmaceuticals, medical devices, consumer goods, protective devices and foods.