Vijay Kedia 🔥 Quietly rotating out of underperformers & aggressively loading up on high-growth SMEs September - Q2 FY27 Moves New Additions: EverestIMS Reduced Stakes in: TAC Infosec: Innovators Facade Affordable Robotic Stakes Increase in: Exato Tech Websol Energy Vaibhav Global Iware Supplychain Quietly exiting slow-moving stocks & adding more to the ones showing growth 🔥

100-year-old business is entering a new chapter Birlas are out & New promoter have taken over Market cap | Under ₹400 Cr

Vanaja Sundar Iyer 🔥 Ultra-low-profile, research-driven picker Exited 5 Stocks in September Linde India Belding India Hind Rectifiers Indraprastha Medical One MobiKwik Systems Linde exit alone freed up a massive ₹518 Cr position After a long period, portfolio reshuffling is finally visible

Utpal Sheth Participates in Gaja AAM’s Anchor Book 🔥 Through Trust MF, he acquired a 6.06% Stake in Gaja Alternative Asset Management for ₹10 Cr Picked Up 6.25 lakh shares at ₹160/Share More Strong participation came from Mukul Agarwal, Ashish Kacholia, Samir Arora & Akash Bhansali. So Many High-Conviction investors in one setup Gaja AAM is a homegrown mid-market investment firm backing businesses across Consumer, Tech, Education & Financial Services. Some key catalysts - It's Riding the AIF boom while building multiple revenue streams 🔥

54 Smallcap Stocks Where FIIs Are Aggressively Raising Stakes! 🔥 Top Increases (Biggest Bets by FIIs) 1) Clean Science and Technology 2) IEX (Indian Energy Exchange 3) Aegis Logistics 4) JK Tyre 5) Zee Entertainment The Complete List of FII-Favored Smallcaps 6) eClerx Services 7) IIFL Finance 8) Devyani International 9) IDBI Bank 10) Inox Wind 11) Reliance Power 12) Aditya Birla Real Estate 13) Ircon International 14) Indraprastha Gas 15) Titagarh Rail Systems 16) RailTel 17) Tata Technologies 18) Indiamart Intermesh 19) BEML 20) Force Motors 21) RR Kabel 22) Swan Corp 23) Concord Biotech 24) CreditAccess Grameen 25) Nuvama Wealth Management 26) Home First Finance Company India 27) Acutaas Chemicals 28) The Great Eastern Shipping Company 29) Canara HSBC Life Insurance 30) CIE Automotive India 31) Happiest Minds Technologies 32) Route Mobile 33) Praj Industries 34) Prince Pipes and Fittings 35) Medplus Health Services 36) RattanIndia Enterprises 37) Latent View Analytics 38) RHI Magnesita India 39) Kirloskar Oil Engines 40) Graphite India 41) Gujarat State Petronet 42) Century Plyboards 43) Gland Pharma 44) Five-Star Business Finance 45) Redington 46) KIMS 47) Campus Activewear 48) Cera Sanitaryware 49) Birlasoft 50) Equitas Small Finance Bank 51) CAMS (Computer Age Management Services) 52) Metropolis Healthcare 53) Navin Fluorine International 54) Affle (India) If you’re hunting for opportunities in this space, bookmark this list 🔖📌

Akash Bhansali How Re-Entries Builds Real Wealth In Mar 2019, he bought 1.02% Stake in Laurus Labs, invested around ₹41 Crore Covid hits & he sold his entire holdings, exited flat to breakeven in his investment Kept it on his watchlist & In 2023,business was undergoing a pivotal structural transformation. In Mar 2023, Re-entered with same conviction Bought - 71.5 Lakh shares at ₹300/Share, Invested around ₹214.5 Crore Fast forward today, his stake is valued at 1200 Crores, Sitting with 1000 Cr profit in single script Cut your mistakes fast, double down when the setup resets, that's the whole formula 🔥

Catamaran Ventures 🔥 Narayana Murthy’s family office Adds another major bet to its industrial & precision engineering portfolio New Entry Into Bonfiglioli Transmissions Stake: 1.14% Investment: ₹119 Cr Acquisition Price: ₹557/sh Shares Bought: 21.34L Shares Bonfiglioli Makes gearboxes & drive systems that power industrial machines and wind turbines Expanding Catamaran’s core industrial basket Bonfiglioli Transmissions Vardhman Special Steels Sansera Engineering TD Power Systems MM Forgings Foseco India Catamaran’s conviction in industrial India continues, calculated bets 🔥

Sunil Singhania 🔥 Another PRE-IPO Bet in intresting sector Water & Wastewater Treatment Clean-Tech Bought SFC Environmental tech via Abakkus Flexi Edge Fund - I 6.23L Shares | ₹20.58 Cr Abakkus Growth Fund - OE 7.4L Shares | ₹24.42 Cr Invested ₹45 Crore for 1.46% Stake It's A Monopoly in India’s wastewater game: > 80% Market share in SBR technology > Order book ₹1,656 Cr (2x FY26 Rev) > 728 Plants already running FY26 Financials: Rev: ₹804 Cr OPM: 29.3% PAT: ₹160 Cr

100-year-old business is entering a new chapter Birlas are out & New promoter have taken over Market cap | Under ₹400 Cr

Sunil Singhania 🔥 Known as Master of Alpha Generation on Dalal Street Abakkus deployed heavily across 18 names in Q2-FY27 Listed Companies (Mainboard) BEML Inox India Aether Industries Dhabriya Polywood Kirloskar Pneumatic Leela Palaces Hotels ZF Commercial Vehicle Edelweiss Financial Services Paramount Communications Pre-IPO & SME Holdings Caliber Mining Q-Line Biotech Adroit Industries Glass Wall Systems Bai-Kakaji Polymers Poojaa Precision Engg Anawil Wire & Engineering Credent Connect N Cargo Maharaja & Speedex India Mainboard to pre-IPO | Positioning across the entire opportunity spectrum, Intresting 🔥

Lloyds Metals saw Management change at ₹500 Cr Market cap & Did 1500% returns in 24 months Kilburn Engg saw Management change at ₹85 Cr Market cap & Did 750% returns in 24 months W S Industries saw Management change at ₹40 Cr Market cap & Did 800% returns in 18 months Selan Exploration saw Management change at ₹300 Cr Market cap & Did 450% returns in 24 months Repeating Again - Change in management can become starting point of a massive turnaround 🔥

Don't Ever Aim to find the multi-baggers 🔥 Just keep it really simple and you will be blessed. Hands of God will be on your head if you try to earn 15% a year total return. You will be surprised how many stocks compound the 35% there. But keep it really simple, If you can't figure something out, stay away from it. Maths doesn't make the money, models don't make the money, it's the common sense that makes the money. - Sanjoy Bhattacharyya

Sunil Singhania 🔥 Doing Big fat buying in Axiscades tech with Abbakus Abakkus Diversified Alpha Fund: 2.41L Shares | ₹44 Cr Abakkus Investment Managers: 6.04L Shares | ₹110.2 Cr 2.55L Shares | ₹46.6 Cr Abakkus Mutual Fund: 1.88L Shares | ₹34.3 Cr All bought at ₹1,824/sh In total bought 12.88L Shares for ₹235 Cr Abakkus is clearly making big-ticket bet 🔥

Vikas Khemani 🔥 Steps into the apparel sector Bought S.P Apparels through Carnelian Asset Management, Picked up 5 lakh shares Invested ₹46.25 Crore at ₹925/Share S.P Apparels is an integrated manufacturer and exporter of knitted garments Primarily caters to infant & children’s wear with growing exposure to adult apparel One Strong Catalyst - Young Brand Apparel integration is boosting capacity and expanding US/EU reach. Interesting bet on India’s apparel export growth 🔥

Zerodha 🔥 Enters the IPO Anchor Book for the First time Via Rainmatter Investments enters JIO Platforms At: ₹1,119/sh Shares Allotted: 2.23L Investment: ₹24.98 Crore Occassionally Rainmatter backs early-stage startups in fintech, climate tech & emerging sectors Now, It Steps into a mega-cap public offering Jio Platforms | FY26 Financials Rev: ₹1,46,885 Cr PAT: ₹30,049 Cr OPM: 50% Kamath Brothers are breaking their own rule 🔥

Catamaran Ventures 🔥 Narayana Murthy’s family office adds another bet to its metal & precision engineering portfolio Invested ₹33 Cr for 0.74% Stake in Foseco India It’s 68-year-old manufacturer of foundry chemicals, fluxes & consumables used in casting Now this is Catamaran’s 5th bet in the space - Vardhman Special Steels Sansera Engineering TD Power Systems MM Forgings Catamaran’s conviction in industrial India continues, calculated bets 🔥

Mukul Agrawal 🔥 Portfolio hits a fresh ATH at ₹8,756 Cr Added 10 new stocks in Sep Q2-FY27, including: Purple Style Labs Manipal Payment Innomet Advanced Materials Selectively trims three Names: Oriental Rail Intellect Design KRN Heat Exchanger Aggressive fresh bets & selective exits - Keeps raising the bar on portfolio growth 🔥

Indo Borax Saw Management change at ₹800 Cr Market cap and it doubled in just 8 months. CG Power Saw Management change at ₹1,400 Cr Market cap & 10,000% returns in just 6 months SG Mart Management Changed at ₹250 Cr Market cap & did 440% returns in just 6 months Cupid Management Changed at ₹400 Cr Market cap & did 4,900% returns in just 5 months Betting on the right jockey creates generational wealth, leaves all other triggers far behind 🔥