Ajay Upadhyaya
Individual investor · data to Jun 2026
Disclosed value
₹1,217 Cr
Jun 2026 closes
At current prices
…
Current holdings
18
Tracked since
Sep 2016
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Jun 2026)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Navin Fluorine International Ltd | 1.01% | flat | ₹391 Cr |
| Elecon Engineering Company Ltd | 1.78% | flat | ₹211 Cr |
| Genus Power Infrastructures Ltd | 1.31% | flat | ₹129 Cr |
| Skipper Ltd | 1.51% | 0.03 | ₹98 Cr |
| Time Technoplast Ltd | 1.03% | 0.08 | ₹92 Cr |
| Kirloskar Electric Company Ltd | 4.52% | flat | ₹36 Cr |
| Camlin Fine Sciences Ltd | 1.30% | flat | ₹34 Cr |
| DCX Systems Ltd | 1.35% | flat | ₹31 Cr |
| Precision Camshafts Ltd | 2.11% | flat | ₹31 Cr |
| Thirumalai Chemicals Ltd | 1.20% | 0.12 | ₹27 Cr |
| OnMobile Global Ltd | 3.01% | 0.38 | ₹26 Cr |
| Omaxe Ltd | 1.50% | flat | ₹22 Cr |
| Mamata Machinery Ltd | 2.03% | 0.18 | ₹20 Cr |
| Vascon Engineers Ltd | 2.48% | 0.08 | ₹20 Cr |
| Hariom Pipe Industries Ltd | 1.46% | NEW | ₹18 Cr |
| Ganesh Benzoplast Ltd | 2.19% | 1.01 | ₹16 Cr |
| Dam Capital Advisors Ltd | 1.13% | 0.01 | ₹12 Cr |
| Maral Overseas Ltd | 1.74% | flat | ₹4 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, Ajay Upadhyaya — an individual investor tracked through public shareholding filings — disclosed 18 holdings in Indian listed companies worth ₹1,217 crore. The same holdings-at-filing-value basis put it at ₹940 crore in Mar 2026 (+29.5%). Solomo carries these filings back to Sep 2016.
Largest disclosed positions in Jun 2026: Navin Fluorine International Ltd (NAVINFLUOR — 1.01% of the company, ₹391 crore); Elecon Engineering Company Ltd (ELECON — 1.78% of the company, ₹211 crore); Genus Power Infrastructures Ltd (GENUSPOWER — 1.31% of the company, ₹129 crore); Skipper Ltd (SKIPPER — 1.51% of the company, ₹98 crore); Time Technoplast Ltd (TIMETECHNO — 1.03% of the company, ₹92 crore). Those 5 account for 76% of the disclosed value.
Changes in the Jun 2026 filings: newly disclosed — Hariom Pipe Industries Ltd. Stake raised in Ganesh Benzoplast Ltd (+1.01 pp), OnMobile Global Ltd (+0.38 pp), Mamata Machinery Ltd (+0.18 pp). Stake reduced in Time Technoplast Ltd (−0.08 pp), Skipper Ltd (−0.03 pp), Dam Capital Advisors Ltd (−0.01 pp). No longer disclosed after the previous quarter: SRM Contractors Ltd, Forcas Studio Ltd, Service Care Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2026 | ₹1,217 Cr | +29.5% |
| Mar 2026 | ₹940 Cr | −12.4% |
| Dec 2025 | ₹1,072 Cr | +3.5% |
| Sep 2025 | ₹1,036 Cr | −13.9% |
| Jun 2025 | ₹1,204 Cr | +35% |
| Mar 2025 | ₹892 Cr | −21.4% |
| Dec 2024 | ₹1,135 Cr | +6.8% |
| Sep 2024 | ₹1,063 Cr | +31.5% |