Vijay Kedia Portfolio: 5 stocks surge up to 55% in CY26; 1 new addition in June quarter
Investors often track the portfolios of seasoned market veterans for insights into their investment strategies. In this context, ETMarkets reviewed the investment holdings of veteran investor Vijay Kedia. According to the latest available data for the June 2026 quarter, Kedia has publicly disclosed stakes in around 23 companies, with a combined market value of approximately Rs 1,415 crore as of…
Veteran investor Vijay Kedia's portfolio saw significant movement in the June 2026 quarter, with five stocks experiencing gains between 10% and a remarkable 55%, according to the latest data from ETMarkets. Notably, one new stock was added to Kedia's portfolio during this period. The portfolio's total market value stood at approximately Rs 1,415 crore as of August 21, reflecting a 21% increase from the Rs 1,170 crore recorded in December 2025.
While the majority of the stocks under Kedia's watch underperformed, the five winning stocks showcased impressive gains, illustrating a mix of resilience and growth within Kedia's investment strategy for CY26.
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- Vijay Kedia Portfolio: 5 stocks surge up to 55% in CY26; 1 new addition in June quarter economictimes.indiatimes.com
