Star Portfolios

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)

0.00pp₹391 Cr
0.00pp₹211 Cr
0.00pp₹129 Cr
-0.03pp₹98 Cr
-0.08pp₹92 Cr
0.00pp₹36 Cr
0.00pp₹34 Cr
0.00pp₹31 Cr
0.00pp₹31 Cr
+0.12pp₹27 Cr
+0.38pp₹26 Cr
0.00pp₹22 Cr
+0.18pp₹20 Cr
+0.08pp₹20 Cr
NEW₹18 Cr
+1.01pp₹16 Cr
-0.01pp₹12 Cr
0.00pp₹4 Cr

Portfolio Summary

Jun 2026

As 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 (NAVINFLUOR1.01% of the company, ₹391 crore); Elecon Engineering Company Ltd (ELECON1.78% of the company, ₹211 crore); Genus Power Infrastructures Ltd (GENUSPOWER1.31% of the company, ₹129 crore); Skipper Ltd (SKIPPER1.51% of the company, ₹98 crore); Time Technoplast Ltd (TIMETECHNO1.03% 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.

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
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%
All star portfolios 26 further positions appear in earlier filings but not in Jun 2026.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.