Portfolio Analysis of Shark Investor Ashish Kacholia

[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text css=”.vc_custom_1687783132114{margin-right: 16px !important;margin-left: 16px !important;border-right-width: 10px !important;border-left-width: 10px !important;}”]Ashish Kacholia is known more for his absence from the media cycles, as he avoids interviews and journalists. Fondly called the ‘Big Whale’ by the media, Kacholia started his career with Prime Securities and later joined Edelweiss before incorporating his own broking firm, Lucky Securities, in 1995. In 1999, he co-founded Hungama Digital with Rakesh Jhunjhunwala and began building his own portfolio from 2003.

According to the latest corporate shareholdings filings, Ashish Kacholia publicly holds 42 stocks with a net worth of over Rs. 1,999.5 Cr. Based on this data, let’s take a look at some of the top holdings in his portfolio.”

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The top holding is Safari Industries, a luggage manufacturer. Ashish Kacholia has been increasing his stake in this company since March 2022 when he held a 1.71% stake. The stake peaked at 2.74% in June 2022, after which he gradually reduced it to 2.31% in March 2023. The stock price of Safari has nearly tripled in the last year.

A notable aspect of the top five holdings is the presence of specialty chemical companies, namely Ami Organics and Fineotex Chemicals. Kacholia has increased his stake in Ami Organics from 1.35% in September 2021 to 2.13% in March 2023. Similarly, the holding percentage in Fineotex Chemicals has risen from 1.84% in March 2022 to 2.82% in March 2023. The stock prices of both these companies have risen by around 50% over the last year.

Based on the available data, the highest additions to existing stocks were made in Fineotex Chemicals and Knowledge Marine and Engineering Works. Aditya Vision, Inflame Appliances, and DU Digital Global are new additions in this quarter. A ‘new addition’ refers to stocks where the shareholding percentage has crossed 1% or more. It is challenging to determine if the entire amount was added in this quarter or if it was slightly below 1% in preceding quarters.”

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Shark investors are known for their ability to identify multibaggers early on and hold onto their positions for a long period of time. In the case of Ashish Kacholia’s portfolio, some stocks like Beta Drugs have provided a 10X return over the last three years.

Other stocks that became multibaggers during the holding period include Apollo Pipes, Kwality Pharmaceuticals, Vishnu Chemicals, Mastek, and Faze Three. Some of these stocks now constitute less than 1% of the holding percentage, while others have experienced a gradual decline in the holding percentage over the past few quarters as part of profit booking when their investment values multiplied.

According to the available data, Ashish Kacholia’s portfolio grew from Rs 393 crore in December 2015 to nearly Rs 2,000 crore at the end of March 2023. The majority of the gains occurred between June 2021 and March 2022 when the portfolio’s value multiplied nearly four times.”

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ABOUT THE AUTHOR

Ketan Sonalkar (SEBI Rgn No INA000011255 )

Ketan Sonalkar is a certified SEBI registered investment advisor and head of research at Univest. He is one of the finest financial trainers, with a track record of having trained more than 2000 people in offline and online models. He serves as a consultant advisor to leading fintech and financial data firms. He has over 15 years of working experience in the finance field. He runs Advisory Services for Direct Equities and Personal Finance Transformation.

Note – This channel is for educational and training purpose only & any stock mentioned here should not be taken as a tip/recommendation/advice

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