Rakesh Jhunjhunwala Portfolio Holdings – May 2019

Rakesh Jhunjhunwala

Rakesh Jhunjhunwala, 59, India’s most successful equity investor who made 2.9 Billion dollars (290 crores USD) starting from $100. Rakesh Jhunjhunwala is a wise man with uncommon Intelligence. He is one of the most popular and respected equity investor of India. He manages his own equity portfolio as a partner in asset management firm Rare Enterprises. The name of his asset management firm is given from first two initials from his name Rakesh Jhunjhunwala and his wife name Rekha Jhunjhunwala. 

Rakesh Jhunjhunwala was from middle class family his father was income tax officer. He started trading in 1985 when BSE Sensex was 150. He selected stock market trading as a full-time profession. For him “making money from the stock market is child’s play”. You can read about Rakesh Jhunjhunwala biography from here.

Also Read – 5 Secrete that make Rakesh Jhunjhunwala Successful Investor

Fan and follower of Rakesh Jhunjhunwala always seek information about buying and selling activity of him. In order to help them here is a comprehensive list of Stocks held by Rakesh Junjhunwala, Rekha Jhunjhunwala of Rare Enterprise Equity: Last update May 2019.

Rakesh Jhunjhunwala Latest Portfolio Holdings

Company%HoldingNumber of SharesCrore
(Lakhs)
Adinath Exim Resources4.051.660
Anant Raj2.1262.535
Aptech41.57170.56124
A2Z Maintenance and Engineering16.7123.8816
Aurobindo Pharma130394
Agro Tech Foods8.220116
Autoline Industries10.1812.5110
Bilcare8.1520.0310
Federal Bank1.198.5237
Delta Corp6.84155182
CRISIL5.6740444
Dewan Housing Finance458237
Edelweiss Capital10055
DB Realty1.032515
Escorts4.085060
Firstsource Solutions3.2625061
Geojit BNP Paribas Financial7.8818036
Geometric19.35122.51122
Hindustan Oil Exploration Company1.519.618
HT Media1511
MCX3.9420174
Orient Cement9
Kesoram Industries6.837555
Ion Exchange (India)6.028.759
Karur Vysya Bank3.947.5221
Adlabs Entertainment3.52.86
Mcnally Bharat Engineering3.219.986
Pipavav Defence and Offshore1.4310548
NCC11.54296.0889
Polaris Consulting & Services Ltd4.9938.1864.91
Lupin1.7678.83737
Jet Airways1.0511.9550.52
Viceroy Hotels14.6462.0812
Radico Khaitan6.8511.5
Prakash Industries8.45150.0270
VIP India6.795.892
Prime Focus6.14113.9538
SpiceJet1.9210019
TV18 Broadcast1.34229.456
Prozone Capital Shopping Centres2.4637.56
Sterling Holiday Resorts3.4731.378.25
Titan Company9.05804.661,799
Rallis India10.34201.06472
ICICI Pru Life Insurance0.827
Mandhana Retail Ventures12.74

Also Read – 40 Multibagger Stocks Jhunjhunwala Kedia Porinjhu

Rakesh Jhunjhunwala’s portfolio is consisting of 27 different stocks. Total value of his portfolio is around INR 19960 Cr. Top stocks holding by him is Titan, Lupin and CRISIL. He holds 804.66 Lakh shares of Titan worth 6456 Cr. He owns 78.83 Lakh shares of Lupin worth 645 Cr. At the third position, he is holding 40 Lakh CRISIL shares worth 762 Cr.

In addition to above stocks he is also holding other stocks such as A2Z Maintenance and Engineering, Adinath Exim Resources, Aptech, Aurobindo Pharma,Geometric,Rallis India,SpiceJet,Viceroy Hotels,Jet Airways,Mandhana Retail Ventures,TV18 and Adlabs Entertainment. Holding details and amount of share is not known.

  • Rakesh Jhunjhunwala Favorite stock Titan is losing its sheen.Titan Q1 net dips 15% to Rs 151cr. Jewellery sale sink by 11%. Titan is down by 5%.
  • Rakesh Jhunjhunwala said some time back that e-commerce boom would burst sooner or later, But a recent bumper profit of amazon is proving him wrong.
  • Mr Jhunjhunwala, his wife Rekha Jhunjhunwala, and their company Rare Enterprises together have bought a total of 6.25 lakh shares of Escorts from the open market on August 6th,2015.
  • Rakesh Jhunjhunwala recently purchased 2.24% equity share of Intellect Design. As per latest share holding pattern he has also increased stack in Polaris Consulting, a parent company of Intellect, to 4.99 percent from 4.74 percent during the quarter.
  • Rakesh Jhunjhunwala buys 1.05% in Jet Airways – Rakesh Jhunjhunwala’s RARE Enterprises acquired 11.95 Lakhs shares or 1.05 percent stake in the private airline. The shares were bought at an average price of Rs 422.76, valuing the transaction at Rs 50.52 crore. Following the transaction, shares of Jet Airways surged by 11.28 % on the NSE.
  • Next Mediaworks is latest stock pick by Jhunjhunwala. He has invested 35 Cr in Next Radio subsidery of Next Mediaworks.
  • Jhunjhunwala has picked up 7 lakh shares in IT training firm Aptech. He is holding 45.28% stake in this company.
  • In September 2016, 3.5 Lac shares of Adlabs Entertainment was purchased by Rare Enterprise at  81.86 Rs.
  • Jhunjhunwala filed application of Rs.750 Cr under ICICI Prudential Insurance IPO and got share of 27 Cr.
  • Rakesh Jhunjhunwala’s Rare Enterprises purchased 12.50 lakh shares of Delta Corp at Rs 106.54 apiece on 17th Nov,2016
  • On 16th Dec,2016 RJ buys 12.74% in Mandhana Retail Ventures that hold exclusive license to manufacture and sell Salman Khan’s “Being Human” brand cloths.
  • 42.3 Lakh shares of Intellect Design Arena was sold by Jhunjhunwala at average price of Rs.120.
  • Jhunjhunwala sold 50 Lakh shares of Tata Motors DVR in April,206
  • Ace Investor Rakesh Jhunjhunwala has picked up 1.03% Shares of Jaiprakash Associates and 1.26% shares of Jubilant Life in June,2017.
  • Jhunjhunwala buys 10 Lakh shares of Prakash Industries via Block Deals on 24th Aug,2017.
  • Rekha Jhunjhunwala buys 45 Lakh shares of Forties Healthcare on 22nd Aug,2017.
  • Jhunjhunwala increases stake to 1.64% in Prakash Industries.
  • Jhunjhunwala invests 180 Cr in gaming firm Nazara Technologies. It is not listed firm. However, it is expected to list next year.
  • Recently Jhunjhunwala has increased stake in Lupin by 1.92% in Jan,2018.
  • In Feb,2018 he has purchased additional 10 lakh shares of the airline company SpiceJet.
  • Jhunjhunwala’s Rare Enterprise bought 3 Cr worth share of J P Associates as per bulk deal data on NSE at 15th March,2018.
  • He has sold 1.4% stake in Titan around 1.25 Crore shares in May- June 2018.
  • Rakesh Jhunjhunwala has raised 0.83% stake in Jaiprakash Associates during April to June Quarter.
  • Jhunjhunwala increased its stake in DHFL by 43 basis points in the quarter ending September 2018.
  • Junjhunwala raised his stake in TV18 Broadcast by 0.4 percent by purchasing an additional 62.5 lakh shares of the firm. The ace investor also raised his stake in pharma firm Jubilant Life Sciences during the last quarter.
  • Rakesh Jhunjhunwala has raised stake in 4 companies Aptech, NCC, Federal Bank and Jubilant Life Sciences. He reduced the stake in Titan, TV18 Broadcast, Karur Vysya Bank & Lupin.
  • Jhunjhunwala Net worth is increased by 30 Crore USD compared to March 2019.
  • Rakesh Jhunjhunwala has increased stake in First Source Solutions in the January 2019 to March 2019 Quarter.
  • Jhunjhunwala has recently raised stakes in Firstsource Solutions, Lupin, VIP Industries, and DHFL, while reduced his stakes in Titan Company, TV18 Broadcast, Federal Bank, Agro Tech Foods and CRISIL in April 2019.

For complete information follow Rakesh Jhunjhunwala profile on Moneycontrol.com

Note – Above information is collected from BSE site and various other public domain. This information is nearly accurate. However, it may vary with actual investments.

Article by Raviraj

Raviraj is the man behind moneyexcel.com. He is graduate in finance, engaged in blogging since 7 years. Moneyexcel blog is ranked as one of the Top 10 Personal Finance Blog in India. He is not affiliated with any financial product, service provider, agent or broker. The purpose of this blog is to spread financial awareness and help people in achieving excellence for money. Please note that the views expressed on this Blog/Comments are clarifications meant for reference and guidance of the readers to explore further on the topics. These should not be construed as investment advice or legal opinion.

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39 Comments

  1. Adi says:

    I am holding DHFL for short term view. your opinion please

  2. kashyap says:

    I had call of hpcl @ 1000 and now in remarkable loss.should I exit or it will get bullish?.

  3. vivek vasudevan says:

    Good day ,
    My name is vivek please check my portfolio below

    1) Federal Bank 1000 shares @ 71.50.
    2) PNB 1000 shares @ 162.00
    3) SBI 500 shares @ 272.00
    4) Rinfra 1000 shares @ 3.00.

    I have unrealised loss of 1.6 Lakhs as of today and an realised loss of 1.4 lakhs as i had sold some of the shares in SBI bank and BOB . Please help me or advise me accordingly to have a healthy portfolio…
    awaiting response….

    Regards
    Vivek Vasudevan

    • Dear Vivek,

      Your stocks are mostly from banking sector.Any specific reason? If you are planning for long term you can stay invested in SBI and Federal Bank.Please also add Pharma stock such as Sun Phrama,Lupin in your portfolio.

      • Vivek says:

        Thanks for the advise….Just thought it would be safe to invest in Banking sector….yes I am planning to invest for long term as I have no options coz if I sell the shares I will be at loss….so will hold ….I will add pharma stocks….as advised….thank you

  4. RAJENDRA RATHORE says:

    I have purchased Pricol 100@55/_ kansai nerolac 50@301.55,reliance 20@1040/_.what is future.

  5. ramu says:

    Is it a good idea to buy skm eggs at current levels? it has some issues, but could be an excellent business to hold

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