Here's how Rekha Jhunjhunwala, Madhu Kela and Dolly Khanna tweaked their portfolios in March quarter

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Several prominent ace investors have reshuffled their portfolios during the March quarter of financial year 2024-25. Here's a quick look at the latest developments:

Profile imageBy Meghna Sen   April 27, 2025, 6:07:08 PM IST (Updated)

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Ace investor Rekha Jhunjhunwala has increased her stake by 4.08% in Titan, bringing total to 5.15%, up from 1.07% in December 2024. As per the latest corporate shareholdings filed, Rekha Jhunjhunwala publicly holds 26 stocks with a net worth of over 37,912.7 crore.

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Madhusudan Kela has added new smallcap stocks in his portfolio in the March quarter. Kela bought 7.71% stake in Windsor Machines, 1.70% stake in SG Finserve, 4.61% stake in the Prataap Snacks. The investor also increased his holding by 42 bps in Kopran, bringing his stake to 1.46% in the March ended quarter from 1.04% at the end of the December quarter.

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Meanwhile, Dolly Khanna bought 1.03% stake in GHCL, while she held an 1.16% stake in Polyplex Corporation in the January-March quarter. Khanna upped her stake in Som Distilleries to 2.41% in the March quarter from earlier 1.39% in December quarter.

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Ashish Kacholia raised is stake to 4.85% in BEW Engineering, from 4.28% in October last year. Kacholia also picked up a stake in recently listed train controlling solutions provider Quadrant Future Tek, which made its stock market debut in January 2025. He also owned 2.43% stake in Thomas Scott (India).

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On the other hand, Mukul Agrawal owned 1.11% stake in tyre-maker CEAT as of December 2024 but his name was missing from key shareholders' list for March 2025 quarter, signaling his exit. His name also went missing from luxury watch retailer Ethos, where he owned 1.23% stake, of December 2024 quarter. His name also went missing from shareholders' compilation of Quick Heal Technologies, Sarda Energy & Minerals and Dredging Corporation of India in Q4.

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