Ace investor Ashish Kacholia, popularly known as the 'Big Whale', has made a series of changes to his Rs 3,000 crore portfolio, according to Trendlyne, in the second quarter of financial year 2027. Ashish Kacholia is among India's most closely watched veteran investors, with his portfolio activity regularly drawing the attention of retail and institutional investors. His investment decisions are widely tracked as indicators of emerging opportunities and changing market sentiment. Here’s what he bought in Q2.
Data shows that the market veteran added newly-listed ESDS Software Solutions to his portfolio by picking over a 2% stake in the company. ESDS Software Solutions is up 185% after listing at a 76% premium last month.
Kacholia has picked a fresh 1.2% stake in the company. The stock is down over 36% since the beginning of this year. The company is engaged in the secondary metals industry, supplying high-quality lead metal to domestic and international markets.
The market veteran picked a 1.2% stake in the company, data from Trendlyne showed. The company is an integrated B2B healthcare services and operations partner that manages infrastructure, supply chains, and workforce solutions for diagnostic labs, hospitals, and pharmaceutical companies.
Ashish Kacholia raised its stake in the company by 0.3% to 3.2%, data showed. Indo SMC is an integrated manufacturer of advanced electrical enclosures, transformers, and switchgear in power distribution. The stock is up 168% on a YTD basis.