Sunil Singhania's Abakkus portfolio: 5 stocks rally up to 105% in CY26; 2 new buys added in Q1

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Aug 01, 2026, 01:02:08 PM IST

Portfolio Watch

Investors closely track the portfolios of leading market participants on Dalal Street. In this context, ETMarkets analysed the investment holdings of veteran investor Sunil Singhania's Abakkus Asset Manager, a prominent Indian investment firm. Based on the latest shareholding data for the June 2026 quarter, Abakkus holds stakes in nearly 31 listed companies, with a combined portfolio value of around Rs 2,462 crore as of July 31, 2026. This represents a decrease of approximately 4% from the Rs 2,577 crore reported at the end of December 2025. The analysis includes only those companies in which the investor holds more than a 1% stake and may not represent the entirety of the portfolio.

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Portfolio CY26 performance

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Portfolio CY26 performance

The portfolio's CY26 performance has been largely subdued, with most holdings trading in the red. Five stocks have fallen more than 20% in the first seven months of the year, while only a handful have delivered strong gains. Here are the portfolio's top five performers, with returns ranging from 50% to 105% so far in CY26. Abakkus also added two new stocks to its portfolio during the June 2026 quarter. (Data Source: ACE Equity, Trendlyne).

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Avalon Technologies

The stock has rallied 106% so far in CY26, rising from Rs 876 to Rs 1,808. As of the June 2026 quarter, Abakkus held a 1.08% stake in the company, currently valued at around Rs 130 crore.

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Suven Life Sciences

The stock has gained 84% in CY26 so far, climbing from Rs 167 to Rs 307. As of the June 2026 quarter, Abakkus held a 1.07% stake in the company, currently valued at around Rs 87 crore.

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Cyient DLM

The stock has advanced 61% so far in CY26, rising from Rs 416 to Rs 670. As of the June 2026 quarter, Abakkus held a 2.23% stake in the company, valued at around Rs 118 crore.

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Afcom Holdings

The stock has surged 54% in CY26 so far, climbing from Rs 916 to Rs 1,415. As of the June 2026 quarter, Abakkus held a 1.97% stake in the company, valued at around Rs 80 crore. Notably, the stock was a fresh addition to the portfolio during the June 2026 quarter.

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​Stylam Industries​

The stock has gained 52% so far in CY26, rising from Rs 2,229 to Rs 3,379. As of the June 2026 quarter, Abakkus held a 2.09% stake in the company, valued at around Rs 119 crore.

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Carysil

The stock has climbed 31% in CY26 so far, moving up from Rs 899 to Rs 1,173. As of the June 2026 quarter, Abakkus held a 5.34% stake in the company, valued at around Rs 178 crore.

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J Kumar Infraprojects

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J Kumar Infraprojects

The stock has declined 17% in CY26 so far, falling from Rs 584 to Rs 482. As of the June 2026 quarter, Abakkus held a 2.48% stake in the company, valued at around Rs 90 crore.

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Mangal Electrical Industries

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Mangal Electrical Industries

The stock has fallen 24% so far in CY26, declining from Rs 371 to Rs 284. As of the June 2026 quarter, Abakkus held a 2.89% stake in the company, valued at around Rs 23 crore.

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M&B Engineering

The stock has slipped 24% in CY26 so far, dropping from Rs 384 to Rs 293. As of the June 2026 quarter, Abakkus held a 2.03% stake in the company, valued at around Rs 34 crore.

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Heritage Foods

The stock has declined 28% so far in CY26, falling from Rs 461 to Rs 330. As of the June 2026 quarter, Abakkus held a 1.40% stake in the company, valued at around Rs 43 crore.

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H.G. Infra Engineering

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H.G. Infra Engineering

The stock has dropped 29% in CY26 so far, declining from Rs 755 to Rs 539. As of the June 2026 quarter, Abakkus held a 1.36% stake in the company, valued at around Rs 48 crore.

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DCM Shriram Industries

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DCM Shriram Industries

The stock has tumbled 34% so far in CY26, falling from Rs 60 to Rs 39. As of the June 2026 quarter, Abakkus held a 2.81% stake in the company, valued at around Rs 10 crore.

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2 New Stocks Added to Sunil Singhania's Abakkus Portfolio in Q1FY27

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2 New Stocks Added to Sunil Singhania's Abakkus Portfolio in Q1FY27

Veteran investor Sunil Singhania's Abakkus Asset Manager added two new stocks to its portfolio during the June 2026 quarter (Q1FY27). The fresh additions were TTK Healthcare and Afcom Holdings, according to the latest shareholding data.

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