First Sentier Investors Icvc - Stewart Investors Asia Pacific Leaders Sustainability Fund

As of Mar 2025, First Sentier Investors Icvc - Stewart Investors Asia Pacific Leaders Sustainability Fund — an institution tracked through public shareholding filings — disclosed 6 holdings in Indian listed companies worth ₹10,778 crore. The same holdings-at-filing-value basis put it at ₹16,970 crore in Dec 2024 (−36.5%). Solomo carries these filings back to Jun 2021.

Largest disclosed positions in Mar 2025: Mahindra & Mahindra Ltd (M&M — 1.64% of the company, ₹5,205 crore); Tech Mahindra Ltd (TECHM — 1.39% of the company, ₹1,796 crore); Dr Reddys Laboratories Ltd (DRREDDY — 1.45% of the company, ₹1,344 crore); Tata Communications Ltd (TATACOMM — 2.65% of the company, ₹1,208 crore); Marico Ltd (MARICO — 1.15% of the company, ₹1,010 crore). Those 5 account for 98% of the disclosed value.

Changes in the Mar 2025 filings: Stake reduced in Dr Reddys Laboratories Ltd (−0.87 pp), Marico Ltd (−0.62 pp), Tech Mahindra Ltd (−0.06 pp). No longer disclosed after the previous quarter: Godrej Consumer Products Ltd, Tata Consumer Products Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.