Mukul Agrawal's Diversified Portfolio: Recent Buys and New Holdings

Mukul Agrawal, a renowned investor, has added 7 new stocks to his portfolio, including Valor Estate, Jammu & Kashmir Bank, Sarda Energy & Minerals, Wendt, Tatva Chintan Pharma, Yatharth Hospital, and Monolithisch India. The stocks span across sectors such as real estate, banking, chemicals, energy, and healthcare, showcasing a diversified investment approach. Agrawal's recent buys signal a focus on growth and expansion.

Renowned investor Mukul Agrawal has added seven new stocks to his portfolio, signaling a diversified investment strategy. The additions include Valor Estate, Jammu & Kashmir Bank, Sarda Energy & Minerals, Wendt, Tatva Chintan Pharma, Yatharth Hospital, and Monolithisch India. These investments span across sectors such as real estate, banking, chemicals, energy, and healthcare, reflecting Agrawal's focus on growth and expansion [1].

Among the key additions, Agrawal picked up 65 lakh shares of Valor Estate, amounting to a holding value of Rs 126.3 crore or a 1.2% stake in the company. Another significant purchase was Jammu & Kashmir Bank, where he acquired a 1.3% stake through 1.4 crore shares worth Rs 153.6 crore [1].

Agrawal also entered Sarda Energy & Minerals, buying 40 lakh shares valued at Rs 178.7 crore, representing a 1.1% stake in the company. In the niche industrial segment, he took a 2.5% stake in Wendt, acquiring 50,000 shares worth Rs 53.4 crore [1].

In the chemicals space, Agrawal bought 3 lakh shares of Tatva Chintan Pharma, amounting to a 1.3% stake with a holding value of Rs 29.8 crore. In the healthcare sector, he added Yatharth Hospital to his portfolio by purchasing 1.1 crore shares for Rs 69.6 crore, giving him a 1.1% stake [1].

Rounding out the list is the recently listed Monolithisch India, where he acquired 5 lakh shares worth Rs 20 crore, reflecting a 2.3% stake in the company [1].

These new holdings are marked as "new" in the June 2025 shareholding data, indicating fresh entries in the latest quarter. This suggests that these are potentially new investments made by Agrawal, or he has increased his holdings in these stocks over 1%, which requires a disclosure [1].

References:
[1] https://economictimes.indiatimes.com/markets/stocks/news/mukul-agrawal-adds-7-new-stocks-to-portfolio-picks-include-recently-listed-stock-check-details/articleshow/122856543.cms