KOTAK MAHINDRA TRUSTEE CO LTD A/C KOTAK SPECIAL OPPORTUNITIES FUND
Institution · data to Jun 2026
Disclosed value
₹961 Cr
Jun 2026 closes
At current prices
…
Current holdings
2
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 |
|---|---|---|---|
| Jammu and Kashmir Bank Ltd | 4.53% | 1.26 | ₹825 Cr |
| Marksans Pharma Ltd | 1.14% | 0.01 | ₹136 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, KOTAK MAHINDRA TRUSTEE CO LTD A/C KOTAK SPECIAL OPPORTUNITIES FUND — an institution tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹961 crore. The same holdings-at-filing-value basis put it at ₹496 crore in Mar 2026 (+93.8%). Solomo carries these filings back to Sep 2024.
Largest disclosed positions in Jun 2026: Jammu and Kashmir Bank Ltd (J&KBANK — 4.53% of the company, ₹825 crore); Marksans Pharma Ltd (MARKSANS — 1.14% of the company, ₹136 crore).
Changes in the Jun 2026 filings: Stake raised in Jammu and Kashmir Bank Ltd (+1.26 pp), Marksans Pharma Ltd (+0.01 pp).
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2026 | ₹961 Cr | +93.8% |
| Mar 2026 | ₹496 Cr | +430.9% |
| Dec 2025 | ₹93 Cr | +11.4% |
| Sep 2025 | ₹84 Cr | −94.2% |
| Jun 2025 | ₹1,456 Cr | +7% |
| Mar 2025 | ₹1,361 Cr | +4% |
| Dec 2024 | ₹1,309 Cr | −7.4% |
| Sep 2024 | ₹1,414 Cr | - |