How are star investor portfolios tracked?

No Indian investor files a portfolio statement. What exists is thousands of company filings, each naming its own 1%+ holders. Building a portfolio means searching every company’s filing for one investor’s name — and reconciling the name variants under which the same person or fund files (initials, spellings, “Ltd” versus “Limited”), which is where most naive attempts go wrong.

Solomo’s investor pages do this across the full filing corpus: grouped name variants, current disclosed holdings with stake percentages, quarter-over-quarter changes, and the history of each position. Portfolio values are computed from disclosed share counts at current prices.

The disclosed portfolio understates reality in specific, knowable ways. Positions below 1% of a company are invisible — in a large-cap, 1% can be thousands of crores, so even sizeable bets can be missing. An investor “vanishing” from a filing may have sold everything or trimmed to 0.9%. Holdings through funds, family members or private entities may file under other names.

What the data does show reliably: new disclosed positions, meaningful adds and trims in existing ones, and long multi-quarter journeys through a stock. Read as a record of disclosed conviction rather than a complete account statement, it is one of the richest public datasets in Indian markets.