Ashish Kacholia Q2 Portfolio: Ace investor Ashish Kacholia made several changes to his publicly disclosed stock portfolio in the September quarter of FY27, according to shareholding data on Trendlyne. The changes included fresh positions in ESDS Software Solutions and Ardee Industries, a higher stake in Indo SMC and Stove Kraft, and reductions in holdings such as Xpro India, Beta Drugs, Carysil and Yasho Industries.
As per the latest shareholding data displayed on Trendlyne, Kacholia publicly held 46 stocks with a portfolio value of around ₹2,953.8 crore. However, the platform cautioned that the latest quarter's data could be incomplete because some companies had yet to report their shareholding patterns.
ESDS Software Solutions: Kacholia acquired a fresh 2.1% stake in ESDS Software Solutions, equivalent to 24.02 lakh shares valued at ₹285.3 crore, according to Trendlyne. The position was among the largest additions to his disclosed portfolio during the quarter.
Ardee Industries: Kacholia acquired a 1.2% stake in Ardee Industries, holding 37.74 lakh shares valued at ₹16.8 crore. The company appeared as a new holding in the September-quarter data.
SG Finserve: Kacholia's September-quarter holding in SG Finserve stood at 2.3%, comprising 15.44 lakh shares valued at ₹104.6 crore. His holding had not appeared in the June-quarter data, although Trendlyne showed a 2.4% stake in March 2026. The September disclosure therefore marked his return to the publicly reported list of shareholders holding more than 1%.