Kamath Associates
Institution · data to Jun 2026
Disclosed value
₹851 Cr
Jun 2026 closes
At current prices
…
Current holdings
3
Tracked since
Dec 2023
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 |
|---|---|---|---|
| Ather Energy Ltd | 1.32% | 0.22 | ₹573 Cr |
| Nazara Technologies Ltd | 1.62% | flat | ₹184 Cr |
| Bluestone Jewellery & Lifestyle Ltd | 1.09% | flat | ₹95 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, Kamath Associates — an institution tracked through public shareholding filings — disclosed 3 holdings in Indian listed companies worth ₹851 crore. The same holdings-at-filing-value basis put it at ₹661 crore in Mar 2026 (+28.8%). Solomo carries these filings back to Dec 2023.
Largest disclosed positions in Jun 2026: Ather Energy Ltd (ATHERENERG — 1.32% of the company, ₹573 crore); Nazara Technologies Ltd (NAZARA — 1.62% of the company, ₹184 crore); Bluestone Jewellery & Lifestyle Ltd (BLUESTONE — 1.09% of the company, ₹95 crore).
Changes in the Jun 2026 filings: Stake reduced in Ather Energy Ltd (−0.22 pp).
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2026 | ₹851 Cr | +28.8% |
| Mar 2026 | ₹661 Cr | −13.6% |
| Dec 2025 | ₹765 Cr | +12.8% |
| Sep 2025 | ₹678 Cr | +144.1% |
| Jun 2025 | ₹278 Cr | +672.5% |
| Mar 2025 | ₹36 Cr | −5.7% |
| Dec 2024 | ₹38 Cr | +6.3% |
| Sep 2024 | ₹36 Cr | +9.8% |