COHESION M K BEST IDEAS SUB- TRUST

As of Jun 2026, COHESION M K BEST IDEAS SUB- TRUST — an institution tracked through public shareholding filings — disclosed 12 holdings in Indian listed companies worth ₹1,703 crore. The same holdings-at-filing-value basis put it at ₹1,463 crore in Mar 2026 (+16.4%). Solomo carries these filings back to Mar 2021.

Largest disclosed positions in Jun 2026: Cemindia Projects Ltd (CEMPRO — 1.12% of the company, ₹278 crore); Shilpa Medicare Ltd (SHILPAMED — 2.17% of the company, ₹259 crore); Supriya Lifescience Ltd (SUPRIYA — 2.98% of the company, ₹235 crore); Nazara Technologies Ltd (NAZARA — 1.56% of the company, ₹177 crore); Dynamatic Technologies Ltd (DYNAMATECH — 2.09% of the company, ₹146 crore). Those 5 account for 64% of the disclosed value.

Changes in the Jun 2026 filings: Stake raised in Cemindia Projects Ltd (+0.08 pp), Indostar Capital Finance Ltd (+0.05 pp), Ramkrishna Forgings Ltd (+0.02 pp). Stake reduced in Dynamatic Technologies Ltd (−0.12 pp). No longer disclosed after the previous quarter: RBL Bank Ltd, Himatsingka Seide Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.