Porinju Veliyath is an Indian investor and fund manager known for value-driven investing in smaller companies. Through his public shareholding disclosures and market commentary, he’s followed for contrarian bets and turnaround stories. He has built a reputation for hunting opportunities beyond the index heavyweights.
Frequently Asked Questions about Porinju V Veliyath'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 Porinju V Veliyath's portfolio in Jun 2026.
Porinju V Veliyath increased stake in AEONXDIGI by 0.72% (from 3.04% to 3.76%), SUNDRMBRAK by 0.41% (from 1.27% to 1.68%), RKSWAMY by 0.20% (from 1.24% to 1.44%), AURUM by 0.19% (from 5.86% to 6.05%), APOLSINHOT by 0.17% (from 2.35% to 2.52%) in the current quarter (Jun 2026). This typically indicates increasing conviction in the company’s growth.
Porinju V Veliyath exited or reduced holdings in ANSALBU by -2.82% (from 2.82% to 0.00%), RPSGVENT by -1.39% (from 1.39% to 0.00%), SHIGAN by -1.16% (from 1.16% to 0.00%), FRATELLI by -1.05% (from 1.05% to 0.00%), ANSALHSG by -1.01% (from 1.01% to 0.00%), ORIENTBELL by -0.36% (from 5.03% to 4.67%), 539956-BOM by -0.23% (from 1.70% to 1.47%), KERALAYUR by -0.08% (from 3.49% to 3.41%), DUROPLY by -0.05% (from 5.03% to 4.98%), KOKUYOCMLN by -0.01% (from 1.01% to 1.00%) 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, Porinju V Veliyath has the highest exposure to the Information Technology sector (105.70 Cr).
Porinju Veliyath is an Indian investor and fund manager known for value-driven investing in smaller companies. Through his public shareholding disclosures and market commentary, he’s followed for contrarian bets and turnaround stories. He has built a reputation for hunting opportunities beyond the index heavyweights.
Contrarian, value-first investing—buy when pessimism is high and fundamentals are improving. Preference for neglected small/mid-caps, margin-of-safety valuations, and catalysts that can re-rate the business over time.
The total value of tracked holdings of Porinju V Veliyath is approximately ₹ 226.59 Cr (17 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.
