EBISU GLOBAL OPPORTUNITIES FUND LIMITED

As of Jun 2026, EBISU GLOBAL OPPORTUNITIES FUND LIMITED — an institution tracked through public shareholding filings — disclosed 19 holdings in Indian listed companies worth ₹1,763 crore. The same holdings-at-filing-value basis put it at ₹1,136 crore in Mar 2026 (+55.2%). Solomo carries these filings back to Jun 2024.

Largest disclosed positions in Jun 2026: PC Jeweller Ltd (PCJEWELLER — 5.20% of the company, ₹520 crore); Apollo Micro Systems Ltd (APOLLO — 2.69% of the company, ₹450 crore); Elitecon International Ltd (ELITECON — 6.84% of the company, ₹288 crore); Balu Forge Industries Ltd (BALUFORGE — 1.75% of the company, ₹98 crore); Raymond Realty Ltd (RAYMONDREL — 1.42% of the company, ₹64 crore). Those 5 account for 81% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Apollo Micro Systems Ltd. Stake raised in PC Jeweller Ltd (+3.79 pp), Hazoor Multi Projects Ltd (+0.18 pp), Balu Forge Industries Ltd (+0.10 pp). Stake reduced in Elitecon International Ltd (−1.55 pp), Bhatia Communications & Retail (India) Ltd (−0.29 pp), Ebix Ltd (−0.18 pp). No longer disclosed after the previous quarter: Shanti Educational Initiatives Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.