Potential Winners! How star investors' portfolios shape up after Q1

economictimes.indiatimes.com:

Here's a brief look at what the portfolios of these star investors are looking like post the first quarter.Rekha JhunjhunwalaAce investor Rekha Jhunjhunwala, who inherited the assets of the late Rakesh Jhunjhunwala, has raised stakes in three companies — Escorts, Titan and Tata Communications — during the June quarter. Rekha has also cut stakes in Metro Brands, Autoline Industries, Rallis India, Geojit Financial, Raghav Product Enhancers, and Agro Tech Foods in the same period, showed Trendlyne data.

Currently, Rekha Jhunjhunwala publicly holds 26 stocks with a net worth of over Rs 31,901.4 crore. The investors' portfolio has increased 28% from the March quarter to Rs 33,017 crore in the June quarter.

The combined net worth of stocks owned by Rekha was Rs 25,787 crore in the March quarter.Ashish KacholiaKacholia, who boasts of a varied portfolio spanning across sectors, freshly added three more stocks to his name. They are Ugro Capital, SG Finserve, and Venus Pipes.

He has also upped his holding in four other companies including Aditya Vision, and Knowledge Marine Engineering while reducing in eight other companies including D-link, Shaily Engineering, Likhitha Infra, and SJS Enterprises among others. Kacholia's portfolio worth has jumped nearly 22% in the June quarter over the previous quarter and is currently worth Rs 2,357 crore.