Shankar Sharma is an Indian investor and market commentator known for an active, macro-aware approach to equities. Over the years he has been followed for bold calls, thematic views, and public positions disclosed through filings and interviews. He often combines market cycles with company-level insights.
Frequently Asked Questions about Shankar Sharma's Portfolio
Portfolios are updated quarterly based on the shareholding patterns filed by listed companies with the BSE and NSE.
No new stock additions to Shankar Sharma's portfolio in Mar 2026.
Shankar Sharma increased stake in 526775-BOM by 0.90% (from 2.62% to 3.52%) in the current quarter (Mar 2026). This typically indicates increasing conviction in the company’s growth.
Shankar Sharma exited or reduced holdings in VIPCLOTHNG by -1.63% (from 1.63% to 0.00%), RAMASTEEL by -1.49% (from 1.49% to 0.00%), VERTOZ by -1.01% (from 1.01% to 0.00%), ACESOFT by -0.19% (from 3.32% to 3.13%), THOMASCOTT by -0.04% (from 8.16% to 8.12%) in the current quarter (Mar 2026). Note that an exit doesn't always mean a bad outlook; it could be profit booking or rebalancing.
Based on current portfolio concentration, Shankar Sharma has the highest exposure to the Telecommunication sector (49.14 Cr).
Shankar Sharma is an Indian investor and market commentator known for an active, macro-aware approach to equities. Over the years he has been followed for bold calls, thematic views, and public positions disclosed through filings and interviews. He often combines market cycles with company-level insights.
Cycle-aware investing: marry fundamentals with valuations and market psychology. He looks for asymmetry—limited downside with large upside—using themes, risk management, and the willingness to change stance as data changes.
The total value of tracked holdings of Shankar Sharma is approximately ₹ 107.09 Cr (7 stocks).
Companies are only required to disclose shareholders holding >1% stake at the end of every quarter. Small trades below this threshold are not publicly visible. If a stock has not yet released shareholding data for the most recent quarter, the portfolio will reflect data from the last available quarter.
