Veteran investor Sunil Singhania's Abakkus Asset Manager has seen significant movements in its portfolio during the first five months of CY26, with six stocks rallying between 20% and 75%. The investment firm added five new stocks in the March 2026 quarter, bringing its total holdings to nearly 32 companies valued at approximately Rs 2,742 crore as of May 29, 2026.
Abakkus Asset Manager's portfolio, based on the latest shareholding data for the March 2026 quarter, shows a 6% increase from Rs 2,577 crore at the end of December 2025. Despite the overall negative performance of most stocks, notable gains were recorded in Avalon Technologies, Suven Life Sciences, and Stylam Industries, among others. Avalon Technologies, a fresh addition, surged 73% from Rs 876 to Rs 1,519, with Abakkus holding a 1.16% stake valued at Rs 118 crore.
Suven Life Sciences saw a 67% increase, rising from Rs 167 to Rs 279, with Abakkus owning a 1.13% stake worth Rs 83 crore. Stylam Industries advanced 27%, moving from Rs 2,229 to Rs 2,831, with a 2.09% stake valued at Rs 100 crore. Other significant gainers include Jaro Institute of Technology Management and Research, Carysil, and Dynamatic Technologies, which saw gains of 20%, 20%, and 19%, respectively.
However, the portfolio also faced challenges, with seven stocks declining by more than 20% in CY26. Notable decliners include Mastek, M&B Engineering, and H.G. Infra Engineering, with drops of 20%, 22%, and 23%, respectively. Indogulf Cropsciences and Heritage Foods, both new additions, fell by 30% each.
The March 2026 quarter saw the addition of five new stocks to the portfolio: Heritage Foods, Sejal Glass, Arvind Fashions, Avalon Technologies, Cyient DLM, and Aye Finance. These strategic moves reflect Abakkus's ongoing efforts to optimize its investment strategy amid market volatility.
Background
Sunil Singhania's Abakkus Asset Manager is known for its strategic investments in the Indian stock market. The firm's portfolio adjustments and performance are closely watched by investors, as they often indicate broader market trends and potential opportunities. The mixed results in CY26 highlight the challenges and opportunities present in the current market environment.
As the year progresses, investors will closely monitor Abakkus's portfolio adjustments and performance, particularly in light of the mixed results seen so far. The firm's ability to navigate market challenges and capitalize on opportunities will be key to its future success.
