Belgrave Investment Fund

Institution · data to Jun 2026

Disclosed value

₹2,367 Cr

Jun 2026 closes

At current prices

…

Current holdings

Tracked since

Dec 2019

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2026)

Suzlon Energy Ltd1.86%

0.00pp₹1,453 Cr

Natco Pharma Ltd2.31%

0.00pp₹387 Cr

Electrosteel Castings Ltd5.54%

-0.29pp₹267 Cr

Sonata Software Ltd1.33%

0.00pp₹104 Cr

Exicom Tele-Systems Ltd3.74%

0.00pp₹93 Cr

Systematix Corporate Services Ltd2.70%

-0.15pp₹24 Cr

Yatra Online Ltd1.21%

+0.06pp₹22 Cr

Repro India Ltd2.61%

0.00pp₹14 Cr

ABans Enterprises Ltd1.37%

0.00pp₹3 Cr

Storage Technologies & Automation Ltd3.75%

0.00pp₹1 Cr

Company	Holding	QoQ	Value
Suzlon Energy Ltd	1.86%	flat	₹1,453 Cr
Natco Pharma Ltd	2.31%	flat	₹387 Cr
Electrosteel Castings Ltd	5.54%	0.29	₹267 Cr
Sonata Software Ltd	1.33%	flat	₹104 Cr
Exicom Tele-Systems Ltd	3.74%	flat	₹93 Cr
Systematix Corporate Services Ltd	2.70%	0.15	₹24 Cr
Yatra Online Ltd	1.21%	0.06	₹22 Cr
Repro India Ltd	2.61%	flat	₹14 Cr
ABans Enterprises Ltd	1.37%	flat	₹3 Cr
Storage Technologies & Automation Ltd	3.75%	flat	₹1 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Belgrave Investment Fund — an institution tracked through public shareholding filings — disclosed 10 holdings in Indian listed companies worth ₹2,367 crore. The same holdings-at-filing-value basis put it at ₹1,952 crore in Mar 2026 (+21.3%). Solomo carries these filings back to Dec 2019.

Largest disclosed positions in Jun 2026: Suzlon Energy Ltd (SUZLON — 1.86% of the company, ₹1,453 crore); Natco Pharma Ltd (NATCOPHARM — 2.31% of the company, ₹387 crore); Electrosteel Castings Ltd (ELECTCAST — 5.54% of the company, ₹267 crore); Sonata Software Ltd (SONATSOFTW — 1.33% of the company, ₹104 crore); Exicom Tele-Systems Ltd (EXICOM — 3.74% of the company, ₹93 crore). Those 5 account for 97% of the disclosed value.

Changes in the Jun 2026 filings: Stake raised in Yatra Online Ltd (+0.06 pp). Stake reduced in Electrosteel Castings Ltd (−0.29 pp), Systematix Corporate Services Ltd (−0.15 pp). No longer disclosed after the previous quarter: Innomet Advanced Materials Ltd, Agarwal Toughened Glass India 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.
Quarter	Disclosed value	Change
Jun 2026	₹2,367 Cr	+21.3%
Mar 2026	₹1,952 Cr	−17.6%
Dec 2025	₹2,369 Cr	−5.8%
Sep 2025	₹2,516 Cr	−14.5%
Jun 2025	₹2,944 Cr	+21.6%
Mar 2025	₹2,421 Cr	−20.2%
Dec 2024	₹3,035 Cr	−11.4%
Sep 2024	₹3,425 Cr	+8.5%

All star portfolios 7 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.