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Isif Equity Ex-Top 100 Long-Short Fund

Institution · data to Jun 2026

Disclosed value

₹5,102 Cr

Jun 2026 closes

At current prices

Current holdings

7

Tracked since

Mar 2026

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2026)

+0.29pp₹2,129 Cr
NEW₹1,014 Cr
NEW₹691 Cr
-1.06pp₹567 Cr
NEW₹322 Cr
NEW₹216 Cr
NEW₹163 Cr

Portfolio Summary

Jun 2026

As of Jun 2026, Isif Equity Ex-Top 100 Long-Short Fund — an institution tracked through public shareholding filings — disclosed 7 holdings in Indian listed companies worth ₹5,102 crore. The same holdings-at-filing-value basis put it at ₹3,035 crore in Mar 2026 (+68.1%). Solomo carries these filings back to Mar 2026.

Largest disclosed positions in Jun 2026: LIC Housing Finance Ltd (LICHSGFIN6.99% of the company, ₹2,129 crore); Biocon Ltd (BIOCON1.46% of the company, ₹1,014 crore); TBO Tek Ltd (TBOTEK4.18% of the company, ₹691 crore); Supreme Industries Ltd (SUPREMEIND1.38% of the company, ₹567 crore); Aditya Vision Ltd (AVL3.91% of the company, ₹322 crore). Those 5 account for 93% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Biocon Ltd, TBO Tek Ltd, Aditya Vision Ltd. Stake raised in LIC Housing Finance Ltd (+0.29 pp). Stake reduced in Supreme Industries Ltd (−1.06 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Jun 2026₹5,102 Cr+68.1%
Mar 2026₹3,035 Cr-
All star portfolios Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.