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Star Portfolios

APMS INVESTMENT FUND LTD

Institution · data to Dec 2023

Disclosed value

₹3,753 Cr

Dec 2023 closes

At current prices

Current holdings

2

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 (Dec 2023)

-0.38pp₹2,485 Cr
-0.28pp₹1,268 Cr

Portfolio Summary

Dec 2023

As of Dec 2023, APMS INVESTMENT FUND LTD — an institution tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹3,753 crore. The same holdings-at-filing-value basis put it at ₹3,138 crore in Sep 2023 (+19.6%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Dec 2023: Adani Total Gas Ltd (ATGL2.29% of the company, ₹2,485 crore); Adani Energy Solutions Ltd (ADANIENSOL1.09% of the company, ₹1,268 crore).

Changes in the Dec 2023 filings: Stake reduced in Adani Total Gas Ltd (−0.38 pp), Adani Energy Solutions Ltd (−0.28 pp). No longer disclosed after the previous quarter: DCW Ltd, Kiri Industries Ltd, Modipon 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
Dec 2023₹3,753 Cr+19.6%
Sep 2023₹3,138 Cr−18.5%
Jun 2023₹3,849 Cr−21.6%
Mar 2023₹4,912 Cr−70.8%
Dec 2022₹16,851 Cr−23.8%
Sep 2022₹22,110 Cr+34.3%
Jun 2022₹16,461 Cr+5.7%
Mar 2022₹15,577 Cr+7.3%
All star portfolios 17 further positions appear in earlier filings but not in Dec 2023.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.