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Star Portfolios

ARISAIG PARTNERS (ASIA) PTE LTD. A/C ARISAIG INDIA FUND LIMITED

Institution · data to Dec 2017

Disclosed value

₹736 Cr

Dec 2017 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 2017)

-0.72pp₹685 Cr
-0.02pp₹51 Cr

Portfolio Summary

Dec 2017

As of Dec 2017, ARISAIG PARTNERS (ASIA) PTE LTD. A/C ARISAIG INDIA FUND LIMITED — an institution tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹736 crore. The same holdings-at-filing-value basis put it at ₹990 crore in Sep 2017 (25.7%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Dec 2017: Trent Ltd (TRENT9.17% of the company, ₹685 crore); Nestle India Ltd (NESTLEIND1.35% of the company, ₹51 crore).

Changes in the Dec 2017 filings: Stake reduced in Trent Ltd (−0.72 pp), Nestle India Ltd (−0.02 pp). No longer disclosed after the previous quarter: Westlife Foodworld 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 2017₹736 Cr−25.7%
Sep 2017₹990 Cr−79.1%
Jun 2017₹4,741 Cr+24.6%
Mar 2017₹3,805 Cr+5.7%
Dec 2016₹3,598 Cr+7.3%
Sep 2016₹3,353 Cr-
All star portfolios 7 further positions appear in earlier filings but not in Dec 2017.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.