Think India Opportunities Master Fund Lp
Institution · data to Jun 2026
Disclosed value
₹1,658 Cr
Jun 2026 closes
At current prices
…
Current holdings
10
Tracked since
Sep 2020
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 |
|---|---|---|---|
| Radico Khaitan Ltd | 1.07% | flat | ₹559 Cr |
| Tilaknagar Industries Ltd | 4.41% | flat | ₹493 Cr |
| Nazara Technologies Ltd | 1.74% | flat | ₹197 Cr |
| JM Financial Ltd | 1.21% | flat | ₹151 Cr |
| Indiabulls Limited | 1.20% | flat | ₹82 Cr |
| Sangam (India) Ltd | 2.11% | flat | ₹58 Cr |
| Niyogin Fintech Ltd | 8.17% | flat | ₹39 Cr |
| Cantabil Retail India Ltd | 1.60% | flat | ₹35 Cr |
| Repro India Ltd | 4.60% | flat | ₹24 Cr |
| MKVentures Capital Ltd | 4.26% | flat | ₹19 Cr |
Portfolio Summary
Jun 2026As of Jun 2026, Think India Opportunities Master Fund Lp — an institution tracked through public shareholding filings — disclosed 10 holdings in Indian listed companies worth ₹1,658 crore. The same holdings-at-filing-value basis put it at ₹1,313 crore in Mar 2026 (+26.3%). Solomo carries these filings back to Sep 2020.
Largest disclosed positions in Jun 2026: Radico Khaitan Ltd (RADICO — 1.07% of the company, ₹559 crore); Tilaknagar Industries Ltd (TI — 4.41% of the company, ₹493 crore); Nazara Technologies Ltd (NAZARA — 1.74% of the company, ₹197 crore); JM Financial Ltd (JMFINANCIL — 1.21% of the company, ₹151 crore); Indiabulls Limited (IBULLSLTD — 1.20% of the company, ₹82 crore). Those 5 account for 89% of the disclosed value.
| Quarter | Disclosed value | Change |
|---|---|---|
| Jun 2026 | ₹1,658 Cr | +26.3% |
| Mar 2026 | ₹1,313 Cr | −18.7% |
| Dec 2025 | ₹1,614 Cr | −1.2% |
| Sep 2025 | ₹1,634 Cr | +48.5% |
| Jun 2025 | ₹1,101 Cr | +24.4% |
| Mar 2025 | ₹885 Cr | −27.5% |
| Dec 2024 | ₹1,221 Cr | +21.3% |
| Sep 2024 | ₹1,007 Cr | +32.6% |