Ajay Upadhyaya is a publicly disclosed Indian market investor/shareholder whose listed-equity holdings can be tracked through exchange shareholding filings. Their portfolio is followed for stake changes, new additions, and exits across quarters. Sharpely’s Titan Tracker helps you see these holdings and trends in one place.
Frequently Asked Questions about Ajay Upadhyaya's Portfolio
Portfolios are updated quarterly based on the shareholding patterns filed by listed companies with the BSE and NSE.
The latest stock additions to Ajay Upadhyaya's portfolio in Jun 2026 are HARIOMPIPE
Ajay Upadhyaya increased stake in HARIOMPIPE by 1.46% (from 0.00% to 1.46%), GANESHBE by 1.01% (from 1.18% to 2.19%), ONMOBILE by 0.38% (from 2.63% to 3.01%), MAMATA by 0.18% (from 1.85% to 2.03%), TIRUMALCHM by 0.12% (from 1.08% to 1.20%), VASCONEQ by 0.08% (from 2.40% to 2.48%), CAMLINFINE by 0.00% (from 1.30% to 1.30%) in the current quarter (Jun 2026). This typically indicates increasing conviction in the company’s growth.
Ajay Upadhyaya exited or reduced holdings in SERVICE by -3.38% (from 3.38% to 0.00%), FORCAS by -2.43% (from 2.43% to 0.00%), SRM by -1.59% (from 1.59% to 0.00%), TIMETECHNO by -0.08% (from 1.11% to 1.03%), SKIPPER by -0.03% (from 1.54% to 1.51%), DAMCAPITAL by -0.01% (from 1.14% to 1.13%) in the current quarter (Jun 2026). Note that an exit doesn't always mean a bad outlook; it could be profit booking or rebalancing.
Based on current portfolio concentration, Ajay Upadhyaya has the highest exposure to the Capital Goods sector (607.44 Cr).
Ajay Upadhyaya is a publicly disclosed Indian market investor/shareholder whose listed-equity holdings can be tracked through exchange shareholding filings. Their portfolio is followed for stake changes, new additions, and exits across quarters. Sharpely’s Titan Tracker helps you see these holdings and trends in one place.
Generally a fundamentals-first, risk-aware approach: prefer businesses with strong financials and management quality, buy at sensible valuations, and let compounding work over time. Portfolio changes reflect conviction, risk management, and evolving market cycles.
The total value of tracked holdings of Ajay Upadhyaya is approximately ₹ 1,206.60 Cr (21 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.
