Investors closely track the portfolios of leading market participants on Dalal Street. In this context, ETMarkets analysed the investment holdings of veteran investor Sunil Singhania's Abakkus Asset Manager, a prominent Indian investment firm. Based on the latest shareholding data for the March 2026 quarter, Abakkus holds stakes in nearly 32 listed companies, with a combined portfolio value of around Rs 2,742 crore as of May 29, 2026. This represents an increase of approximately 6% from Rs 2,577 crore reported at the end of December 2025. The analysis includes only those companies in which the investor holds more than a 1% stake and may not represent the entirety of the portfolio.A closer look at the portfolio's CY26 performance reveals that a majority of the stocks have delivered negative returns. Among them, seven stocks have declined by more than 20% in the first five months of the year. On the other hand, a handful of holdings have emerged as strong performers. We highlight the top six gainers in the portfolio, which have rallied between 20% and 75% so far in CY26. The portfolio also witnessed six new additions during the March 2026 quarter. (Data Source: ACE Equity, Trendlyne).

Avalon Technologies

The stock has surged 73% in CY26 so far, climbing from Rs 876 to Rs 1,519. As of the March 2026 quarter, Abakkus held a 1.16% stake in the company, currently valued at around Rs 118 crore. Notably, the stock was a fresh addition to the portfolio during the March 2026 quarter.

Suven Life Sciences

The stock has gained 67% in CY26 so far, rising from Rs 167 to Rs 279. As of the March 2026 quarter, Abakkus owned a 1.13% stake, currently worth about Rs 83 crore.

Stylam Industries

The stock has advanced 27% in CY26 so far, moving up from Rs 2,229 to Rs 2,831. As of the March 2026 quarter, Abakkus held a 2.09% stake valued at approximately Rs 100 crore.

Jaro Institute of Technology Management and Research

The stock has risen 20% in CY26 so far, increasing from Rs 466 to Rs 561. As of the March 2026 quarter, Abakkus owned a 2.28% stake, currently valued at around Rs 28 crore.

Carysil

The stock has gained 20% in CY26 so far, climbing from Rs 899 to Rs 1,078. As of the March 2026 quarter, Abakkus held a 5.34% stake worth about Rs 164 crore.

Dynamatic Technologies

The stock has appreciated 19% in CY26 so far, rising from Rs 9,375 to Rs 11,121. As of the March 2026 quarter, Abakkus owned a 2.94% stake valued at nearly Rs 222 crore.

Technocraft Industries (India)

The stock has added 10% in CY26 so far, moving up from Rs 2,241 to Rs 2,464. As of the March 2026 quarter, Abakkus held a 2.28% stake, currently worth around Rs 127 crore.

Mastek

The stock has declined 20% in CY26 so far, falling from Rs 2,051 to Rs 1,634. As of the March 2026 quarter, Abakkus owned a 1.27% stake valued at approximately Rs 64 crore.

M&B Engineering

The stock has slipped 22% in CY26 so far, dropping from Rs 384 to Rs 300. As of the March 2026 quarter, Abakkus held a 2.03% stake worth around Rs 35 crore.

H.G. Infra Engineering

The stock has fallen 23% in CY26 so far, declining from Rs 755 to Rs 585. As of the March 2026 quarter, Abakkus owned a 1.36% stake, currently valued at about Rs 52 crore.

Indogulf Cropsciences

The stock has corrected 30% in CY26 so far, sliding from Rs 83 to Rs 58. As of the March 2026 quarter, Abakkus held a 4.02% stake worth nearly Rs 15 crore.

Heritage Foods

The stock has dropped 30% in CY26 so far, falling from Rs 461 to Rs 322. As of the March 2026 quarter, Abakkus owned a 1.40% stake valued at around Rs 42 crore. Notably, the stock was a fresh addition to the portfolio during the March 2026 quarter.

Himatsingka Seide

The stock has declined 32% in CY26 so far, slipping from Rs 114 to Rs 77. As of the March 2026 quarter, Abakkus held a 5.58% stake worth nearly Rs 54 crore.

DCM Shriram Industries

The stock has fallen 36% in CY26 so far, dropping from Rs 60 to Rs 38. As of the March 2026 quarter, Abakkus owned a 2.86% stake, currently valued at around Rs 9 crore.

5 New Stocks Added to Sunil Singhania's Abakkus Portfolio in Q4FY26

During the March 2026 quarter, veteran investor Sunil Singhania's Abakkus Asset Manager added five new stocks to its portfolio. The fresh additions include Heritage Foods, Sejal Glass, Arvind Fashions, Avalon Technologies, Cyient DLM, and Aye Finance.