Many companies have been included in the portfolio of well-known stock market investors Ashish Kacholia, Mukul Aggarwal and Vijay Kedia during the December quarter. At the same time, some companies have gone out of the portfolio. Let us know about them one by one..
1-Ashish Kacholia
Ashish Kacholia has added two stocks to his Rs 2400 crore portfolio in the December quarter. According to the shareholding of Adcounty Media, Ashish Kacholia has acquired 2.89 percent stake in this company. This SME stock was listed in July 2025. The second company is TechEra Engineering. Kacholia has acquired 4.98 percent stake in this company. He has bought 7.98 lakh shares. This purchase has happened at a time when the stock has fallen 46 percent from its highest level.
There will be a holiday in the stock market on Monday, there will be no trading in BSE and NSE
According to the Economic Times report, apart from these two new companies, Kacholia has increased his stake in Gujarat Apollo from 1.2 percent to 2.3 percent. At present this stock is trading with a decline of 30 percent from 52 week high. He has increased his stake in Marine Engineering from 0.1 percent to 2.9 percent. This stock has also fallen by 13 percent compared to its 52 week high.
2- Mukul Agarwal
This veteran investor has included three stocks in his portfolio worth Rs 6600 crore. Mukul Agarwal has acquired 1.68 percent stake in Hindustan Construction, 2.9 percent stake in Alcargo Logistics and 1.3 percent stake in Sudeep Pharma. Apart from this, he has increased his stake in Vasa Dental by 0.4 percent, Vikran Engineering by 0.2 percent, NR Agarwal has increased his stake by 0.1 percent. Mukul Aggarwal has reduced his stake in Monolithisch by 0.2 percent, Pearl Global and Infobins Technology by 0.2 percent. Stake in Autoriders has been reduced by 0.7 percent, Jota Healthcare by 0.8 percent and ASM Technology by 0.4 percent.
Company is giving 2 for 1 share bonus, record date announced
3- Vijay Kedia
The portfolio of this veteran investor is worth Rs 1100 crore. Vijay Kedia has acquired 1.01 percent stake in Patel Engineering. They have acquired stake in Kedia Securities Pvt Ltd. Kedia has also included Advait Energy Transitions in its portfolio. He has acquired 1.14 percent stake in this company. Let us tell you, Vijay Kedia has reduced his stake in Precision Camshafts. They have either reduced their entire stake. Or the holding has come below 1 percent.
