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.
The latest stock additions to Porinju V Veliyath's portfolio in Sep 2026 are ANSALBU, VEEGALAND, TTKHLTCARE
Porinju V Veliyath increased stake in ANSALBU by 3.18% (from 0.00% to 3.18%), VEEGALAND by 2.20% (from 0.00% to 2.20%), TTKHLTCARE by 1.01% (from 0.00% to 1.01%), SUNDRMBRAK by 0.35% (from 1.68% to 2.03%), MMRUBBR-B by 0.14% (from 1.46% to 1.60%), AURUM by -0.82% (from 6.05% to 5.23%) in the current quarter (Sep 2026). This typically indicates increasing conviction in the company’s growth.
Porinju V Veliyath exited or reduced holdings in RKSWAMY by -0.01% (from 1.44% to 1.43%) in the current quarter (Sep 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 (122.42 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 ₹ 256.90 Cr (15 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.
