Which stocks did ace investors Rekha Jhunjhunwala, Mukul Agrawal and others bet on in Q2

Marquee investors undertook selective portfolio reshuffling in the September quarter of this fiscal, with Rekha Rakesh Jhunjhunwala, Dolly Khanna, Ashish Kacholia, Vijay Kedia, and Mukul Agrawal either adding fresh stakes or trimming exposure in key holdings.

Rekha Rakesh Jhunjhunwala, whose total portfolio is valued at ₹62,054.7 crore, increased her stakes in several large-cap counters.

She marginally raised her holding in Titan Company Ltd. to 5.32% in September from 5.15% in June. Her stake in Tata Motors Passenger Vehicles Ltd. also edged up to 1.35% from 1.30%, while Federal Bank saw a sharper increase, from 1.48% to 2.42%. Jhunjhunwala also raised her stake in Canara Bank to 1.57% from 1.46%.

Ashish Kacholia saw his overall portfolio valued at ₹2,710.59 crore. The investor trimmed his exposure in multiple midcaps. His stake in Brand Concepts Ltd. fell to 1.45% from 1.60%, in Dhabriya Polywood Ltd. to 5.79% from 6.67%, and in Xpro India Ltd. to 3.91% from 4.12%.

Vijay Kedia, with a portfolio worth ₹1,281.35 crore, exited or reduced positions in select small caps.

Kedia's stake in Affordable Robotic & Automation Ltd. dropped to 7.39% from 9.93%. However, he increased exposure in Global Vectra Helicorp Ltd., where his holding rose to 4.86% from 3% in the previous quarter.

Mukul Agrawal, whose net worth stands at ₹6,679.25 crore, was the most active during the quarter, adding as many as six new stocks to his portfolio.

Fresh entries include IFB Industries Ltd. (1.23%), NR Agarwal Industries (2%), Osel Devices (7.56%), Solarium Green Energy (2.88%), Vikran Engineering (1.05%), and Zelio E-Mobility Ltd. (2%).

Dolly Khanna, with holdings worth ₹490.06 crore, reshuffled her small and midcap bets.

Khanna marginally trimmed her stake in Som Distilleries and Breweries Ltd. to 2.43% from 2.83%, but raised exposure in Southern Petrochemical Industries Corporation Ltd. (SPIC) to 2.98% from 1.68%. Her stake in Coffee Day Enterprises Ltd. increased to 2.19% from 1.55%, while GHCL Ltd. saw a small uptick to 1.21% from 1.13%.

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