Sunday, October 25, 2009

Rakesh Jhunjhunwala Holdings - UPDATED July 2009

His portfolio is up over 60% over the last reporting period. Most are due to losses and some are due to him holding less overall stock.

Below we have discovered the latest holdings for renowned India investor Rakesh Jhunjhunwala. We will keep this information up to date and the information will refresh on its own as we discover new trades. Please pay attention to the tabs below the embedded spreadsheet as you can click on them to see earlier holding time periods.


July 2009July 2009Since Jan 2009Since Jan 2008

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COMPANY % PORTFOLIO % Gain/Loss% Gain/Loss

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Agrotech Foods 1.760.625.4

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Alphageo 0.174.3-60

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Aptech Ltd 4.293.1-17.3

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Autoline Ind 0.518.1-60.2

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Bilcare Ltd 4.830.3-49.3

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CRISIL 11.735.114.6

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Dwarikesh Sugars 0.2101.862.4

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Geojit 4.2112.7-8.4

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Geometric Ltd 0.8100.8-38.8

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Hindustan Oil 2.2118.234.9

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Indage Vintners 0.241-87.2

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Infomedia 18 0.630.2-67

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Ion Exchange 0.445.9-26.8

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JB Chemicals 0.3NA NA

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Kajaria 0.344.330.8

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Karur Vysya bank 3.451.2-8.3

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Lupin Ltd 16.342.494.5

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Mid-Day 0.239.4-38.8





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NCC 1.2117.6-34.6

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Pantaloon Retail 0NA NA

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Praj Ind 7.946.7-34.4

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Prime Focus 0.996.4-74

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Provogue 0.531.7-79.5

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Punj Lloyd 7.2173.3-19.2

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Rallis india 2.185.3126.1

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Rishi Laser 0.135.1-60.2

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Titan Industries 26.767.822.7

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Vadilal 0.173.51.5

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Viceroy Hotel 0.990.3-54.2

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Zen Technologies 0.4-23.5-51.3

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Totals10065.6%-6%

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