ICICI Prudential India Opportunities Fund

As of Jun 2026, ICICI Prudential India Opportunities Fund — an institution tracked through public shareholding filings — disclosed 10 holdings in Indian listed companies worth ₹19,960 crore. The same holdings-at-filing-value basis put it at ₹11,707 crore in Mar 2026 (+70.5%). Solomo carries these filings back to Jun 2019.

Largest disclosed positions in Jun 2026: Hindustan Unilever Ltd (HINDUNILVR — 1.78% of the company, ₹9,204 crore); Britannia Industries Ltd (BRITANNIA — 4.34% of the company, ₹5,621 crore); UPL Ltd (UPL — 3.69% of the company, ₹1,892 crore); Gland Pharma Ltd (GLAND — 1.79% of the company, ₹727 crore); Tata Communications Ltd (TATACOMM — 1.03% of the company, ₹559 crore). Those 5 account for 90% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Hindustan Unilever Ltd, UPL Ltd, Apollo Tyres Ltd. Stake raised in Aditya Birla Lifestyle Brands Ltd (+0.26 pp). Stake reduced in KEC International Ltd (−1.42 pp), Gland Pharma Ltd (−1.30 pp), Tata Communications Ltd (−0.73 pp). No longer disclosed after the previous quarter: Tata Motors Ltd, Sona BLW Precision Forgings Ltd, Aurobindo Pharma Ltd, Cyient Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.