Goldman Sachs Funds - Goldman Sachs India Equity Portfolio

As of Jun 2026, Goldman Sachs Funds - Goldman Sachs India Equity Portfolio — an institution tracked through public shareholding filings — disclosed 26 holdings in Indian listed companies worth ₹4,190 crore. The same holdings-at-filing-value basis put it at ₹4,154 crore in Mar 2026 (+0.9%). Solomo carries these filings back to Sep 2021.

Largest disclosed positions in Jun 2026: TD Power Systems Ltd (TDPOWERSYS — 2.01% of the company, ₹342 crore); JSW Dulux Ltd (JSWDULUX — 1.89% of the company, ₹282 crore); Pricol Ltd (PRICOLLTD — 3.23% of the company, ₹245 crore); S J S Enterprises Ltd (SJS — 3.41% of the company, ₹239 crore); Aditya Birla Real Estate Ltd (ABREL — 1.40% of the company, ₹220 crore). Those 5 account for 32% of the disclosed value.

Changes in the Jun 2026 filings: Stake raised in GNG Electronics Ltd (+0.39 pp), ASK Automotive Ltd (+0.22 pp). Stake reduced in S J S Enterprises Ltd (−0.56 pp), Pearl Global Industries Ltd (−0.44 pp), Pricol Ltd (−0.42 pp). No longer disclosed after the previous quarter: JK Lakshmi Cement Ltd, KFin Technologies Ltd, Cello World Ltd, Transformers & Rectifiers India Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.