Ikigai Emerging Equity Fund
Institution · data to Jun 2026
Disclosed value
₹659 Cr
Jun 2026 closes
At current prices
…
Current holdings
6
Tracked since
Sep 2024
Portfolio value over time
Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.
Current holdings (Jun 2026)
| Company | Holding | QoQ | Value |
|---|---|---|---|
| Happy Forgings Ltd | 1.20% | 0.04 | ₹170 Cr |
| Alkyl Amines Chemicals Ltd | 1.60% | 0.01 | ₹149 Cr |
| VST Tillers Tractors Ltd | 3.59% | 0.18 | ₹141 Cr |
| Styrenix Performance Materials Ltd | 2.43% | 0.03 | ₹98 Cr |
| Hawkins Cookers Ltd | 2.03% | 0.07 | ₹96 Cr |
| Kaya Ltd | 1.20% | flat | ₹4 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, Ikigai Emerging Equity Fund — an institution tracked through public shareholding filings — disclosed 6 holdings in Indian listed companies worth ₹659 crore. The same holdings-at-filing-value basis put it at ₹555 crore in Mar 2026 (+18.7%). Solomo carries these filings back to Sep 2024.
Largest disclosed positions in Jun 2026: Happy Forgings Ltd (HAPPYFORGE — 1.20% of the company, ₹170 crore); Alkyl Amines Chemicals Ltd (ALKYLAMINE — 1.60% of the company, ₹149 crore); VST Tillers Tractors Ltd (VSTTILLERS — 3.59% of the company, ₹141 crore); Styrenix Performance Materials Ltd (STYRENIX — 2.43% of the company, ₹98 crore); Hawkins Cookers Ltd (HAWKINCOOK — 2.03% of the company, ₹96 crore). Those 5 account for 99% of the disclosed value.
Changes in the Jun 2026 filings: Stake raised in VST Tillers Tractors Ltd (+0.18 pp), Hawkins Cookers Ltd (+0.07 pp). Stake reduced in Happy Forgings Ltd (−0.04 pp), Styrenix Performance Materials Ltd (−0.03 pp), Alkyl Amines Chemicals Ltd (−0.01 pp).
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2026 | ₹659 Cr | +18.7% |
| Mar 2026 | ₹555 Cr | −9.1% |
| Dec 2025 | ₹610 Cr | +7.4% |
| Sep 2025 | ₹568 Cr | +7.3% |
| Jun 2025 | ₹530 Cr | +53.3% |
| Mar 2025 | ₹345 Cr | +65.6% |
| Dec 2024 | ₹209 Cr | +56.7% |
| Sep 2024 | ₹133 Cr | - |