How often is Ajay Upadhyaya's portfolio updated?
Portfolios are updated quarterly based on the shareholding patterns filed by listed companies with the BSE and NSE.
What are the latest stock additions to Ajay Upadhyaya's portfolio in the latest quarter?
The latest stock additions to Ajay Upadhyaya's portfolio in Mar 2026 are SERVICE, FORCAS, GANESHBE
In which stocks did Ajay Upadhyaya increase stake recently?
Ajay Upadhyaya increased stake in SERVICE by 3.38% (from 0.00% to 3.38%), FORCAS by 2.43% (from 0.00% to 2.43%), GANESHBE by 1.18% (from 0.00% to 1.18%), VASCONEQ by 0.98% (from 1.42% to 2.40%), ONMOBILE by 0.89% (from 1.74% to 2.63%), MAMATA by 0.10% (from 1.75% to 1.85%), TIMETECHNO by 0.08% (from 1.03% to 1.11%), CAMLINFINE by 0.01% (from 1.29% to 1.30%), DAMCAPITAL by 0.01% (from 1.13% to 1.14%) in the current quarter (Mar 2026). This typically indicates increasing conviction in the company’s growth.
In which stocks did Ajay Upadhyaya exit or sell recently?
Ajay Upadhyaya exited or reduced holdings in SKIPPER by 0.00% (from 1.54% to 1.54%) in the current quarter (Mar 2026). Note that an exit doesn't always mean a bad outlook; it could be profit booking or rebalancing.
On which sectors is Ajay Upadhyaya bullish right now?
Based on current portfolio concentration, Ajay Upadhyaya has the highest exposure to the Capital Goods sector (634.72 Cr).
Who is Ajay Upadhyaya and how has the investing journey been?
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.
What is the investment philosophy of Ajay Upadhyaya?
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.
What is the total net worth of Ajay Upadhyaya's public portfolio?
The total value of tracked holdings of Ajay Upadhyaya is approximately ₹ 1,206.17 Cr (20 stocks).
Why is some data in the titan tracker awaited or delayed?
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.
