Clarus Capital I

Company	Holding	QoQ	Value
RPG Life Sciences Ltd	5.59%	1.15	₹223 Cr
Akums Drugs & Pharmaceuticals Ltd	2.17%	0.21	₹214 Cr
Innova Captab Ltd	3.58%	0.71	₹196 Cr
Bliss GVS Pharma Ltd	3.51%	NEW	₹188 Cr
Hindustan Foods Ltd	2.34%	flat	₹157 Cr
Ador Welding Ltd	6.22%	0.42	₹142 Cr
Healthcare Global Enterprises Ltd	1.37%	0.27	₹134 Cr
Cyient Ltd	1.15%	0.18	₹107 Cr
TCPL Packaging Ltd	3.90%	0.06	₹105 Cr
Advanced Enzyme Technologies Ltd	2.28%	0.47	₹81 Cr
Ellenbarrie Industrial Gases Ltd	1.80%	0.13	₹66 Cr
R Systems International Ltd	2.22%	0.90	₹58 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Clarus Capital I — an institution tracked through public shareholding filings — disclosed 12 holdings in Indian listed companies worth ₹1,672 crore. The same holdings-at-filing-value basis put it at ₹1,195 crore in Mar 2026 (+39.9%). Solomo carries these filings back to Sep 2023.

Largest disclosed positions in Jun 2026: RPG Life Sciences Ltd (RPGLIFE — 5.59% of the company, ₹223 crore); Akums Drugs & Pharmaceuticals Ltd (AKUMS — 2.17% of the company, ₹214 crore); Innova Captab Ltd (INNOVACAP — 3.58% of the company, ₹196 crore); Bliss GVS Pharma Ltd (BLISSGVS — 3.51% of the company, ₹188 crore); Hindustan Foods Ltd (HNDFDS — 2.34% of the company, ₹157 crore). Those 5 account for 58% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Bliss GVS Pharma Ltd. Stake raised in RPG Life Sciences Ltd (+1.15 pp), Innova Captab Ltd (+0.71 pp), Ador Welding Ltd (+0.42 pp). Stake reduced in R Systems International Ltd (−0.90 pp), Advanced Enzyme Technologies Ltd (−0.47 pp), Healthcare Global Enterprises Ltd (−0.27 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
Quarter	Disclosed value	Change
Jun 2026	₹1,672 Cr	+39.9%
Mar 2026	₹1,195 Cr	−9.8%
Dec 2025	₹1,325 Cr	+27.9%
Sep 2025	₹1,036 Cr	+20.7%
Jun 2025	₹859 Cr	+30.7%
Mar 2025	₹657 Cr	−9.5%
Dec 2024	₹726 Cr	+11.5%
Sep 2024	₹651 Cr	+35.4%

All star portfolios 2 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.