solomo.ai
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 (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.

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.