Premium: The Interactive Big Whales Report – Portfolios of Top Investors!

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The Interactive Big Whales Report!

A Big Whale is a large investor. We get data of investors who own a large stake (greater than 1%) in listed companies. We accumulate this data, and list the top investors of the lot in the Big Whales Report, with the companies they have invested in, and what they are buying or selling.

We have for you created a curated report on the holdings of 35 Big Whales in the Indian Stock Market. These investors consist of both individual and investment management firms.

This report is free for Capitalmind Premium Subscribers. Access the full interactive report here. You will need to be logged in to Capitalmind Snap.

If you are not a premium subscriber, then you can download a sample PDF of the report here. The snippet includes the detailed holdings of Ashish Dhawan and the 4 New Big Whales with a detailed summary [excluding their holdings].

Covered in the report are:

Aberdeen Asset ManagementBhavook TripathiNemish S. Shah
Abu Dhabi Investment AuthorityBlackstone Capital PartnersProf Shivanand Mankekar & Family
Akash Bhanshali & FamilyCatamaran VenturesRadhakishan Damani
Alchemy CapitalClearwater CapitalRakesh Jhunjhunwala
Amansa CapitalDilipkumar Lakhi & FamilyRicky Ishwardas Kirpalani
Anil Kumar Goel & FamilyDolly KhannaSAIF Partners
Anuj ShethEquity IntelligenceSatpal Khattar
Arisaig PartnersGovernment of SingaporeSteadview Capital
Ashish DhawanHaresh KeshwaniValueQuest Capital
Ashish KacholiaHitesh Satishchandra DoshiVijay Kishanlal Kedia
Azim Hasham PremjiMultiples EquityWestBridge Capital
Bharat Jayantilal PatelNalanda Capital

What’s New?

Our earlier reports had 20 Individuals and 11 Investment Firms. This time we have added 4 New Big Whales to the report. They include:

  1. Equity Intelligence headed by the Smallcap czar Porinju Veliyath
  2. Multiples Equity headed by Renuka Ramnath – a seasoned entrepreneur
  3. SAIF Partners – helping Asia’s exceptional companies grow from concept to IPO.
  4. The Fundoo Professor Sanjay Bakshii’s ValueQuest India Moat Fund.
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We call these investors Big Whales (there is no pun intended with reference to their girth) as a general comparison to whales which are the largest sea creatures. These investors have substantial exposure to the market such that their trades results in stocks getting locked in upper circuits and rallying on their entries and also drop dead when these investors feel the dry growth from the investments.

This is the 7th edition of the Big Whales Report. Unlike the previous editions (PDF) wherein the search functionality was very limited, this web based report allows the user to pivot the information to their liking (You can read more about these here). Remember though that this is not complete or exhaustive – a person may hold less than 1% in a company (in which case his shareholding information is not public) or may have positions in futures, options or other equity related products which we cannot track.

Take a Sneak Peek:

Let’s first take a quick look at the Summary Page and then proceed ahead with the holdings of Big Whale Ashish Dhawan.

Click here for an in-depth summary on how to read this report?

What’s Interesting This Quarter?

  1. Dolly Khanna stands out with 6 New Entries this quarter. Her portfolio value stood at Rs. 491 crore against Rs. 254 crore in the previous quarter. The latest fresh entries includes stocks in Food Products, Sugar Mill, Fertilizer and Chemicals among others.
  2. On the Exits front, sovereign wealth fund of the Government of Singapore leads with 4 exits i.e. PNB Housing Finance, Reliance Industries, Sintex Industries and Yes Bank.
  3. Kajaria Ceramics and Tata Motors DVR witnessed the highest churn. Kajaria Ceramics witnessed reduced stake from Steadview and WestBridge with Abu Dhabi Investment Authority making a fresh entry while Tata Motors DVR witnessed Amansa Capital and Government of Singapore increasing their stake with Abu Dhabi Investment Authority and ace investor Rakesh Jhunjhunwala (from 3.43% to 2.44%) both reducing their stake.

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Our View

These shareholding patterns are about six weeks old and things do change over time. But since the Big Whales have such large positions, the very fact that they are adding or removing stocks from their portfolios can give you an indication of what they favor or do not. Typically such individuals have enough wealth to not need to exit stocks for liquidity – it’s usually their need to exit a stock or sector that drives sales. A similar argument can be made for entries as well.

Disclosure: We may have advised some of the stocks as part of our premium portfolio’s and have market positions in them. Please assume we are biased.

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