Three ace investors, Ashish Kacholia, Mukul Agrawal and Sunil Singhania, reshaped their portfolios in the June quarter of 2026. Their moves show confidence in mid cap and niche companies across energy, finance, consumer goods and healthcare.
Ashish Kacholia entered Asian Energy with 5.74 lakh shares equal to 1.2%. The stock has risen 51% in six months. He raised his holding in Indo SMC to 3.03% from 2.46%. This stock has surged 200% in 2026. In TechEra Engineering, he slightly increased his stake to 6.3% although the stock is down 34% this year.
Mukul Agrawal lifted his holding in Laxmi Finance to 24 lakh shares equal to 4.58%. He added 4 lakh shares in the first quarter of FY27. He entered Arisinfra Solutions with 13 lakh shares after the stock fell 45% from its IPO price. He also raised his stake in Lux Industries to 1.55% with 4.65 lakh shares.
Sunil Singhania through Abakkus Funds bought 5.66 lakh shares of Afcom Holdings equal to 1.97%. The stock gained 94% in six months and over 500% in five years. His fund also purchased 2.93 lakh shares of TTK Healthcare equal to 2.07%. The stock rose 13% in one month but is down 17% over the year.
