Sunil Singhania’s Abakkus Portfolio: 7 stocks gain up to 60% in FY26; 2 new buys in Q3

2 hours ago 20

Feb 21, 2026, 11:40:53 AM IST

Portfolio watch

Investors keep a close watch on the portfolios of leading market participants on Dalal Street. In this regard, ETMarkets has analysed the investment holdings of veteran investor Sunil Singhania’s Abakkus Asset Manager, a prominent Indian investment firm. Based on the latest data for the December 2025 quarter, Abakkus owns stakes in nearly 26 listed companies, with a combined value of around Rs 2,353 crore as of February 20, 2026. This marks a decline of roughly 6% from Rs 2,506 crore reported in March 2025. The list covers only those companies where the investor holds more than a 1% stake and may not reflect the entirety of his portfolio.

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Winners & losers

A closer look at the FY26 performance shows a mixed trend. Of the 26 holdings, seven stocks have delivered returns exceeding 30% so far in FY26, with the top gainers rising as much as 60%. On the other hand, three stocks have declined between 25% and 50%. The portfolio also includes two new additions during the current quarter. (Data source: ACE Equity, Trendlyne).

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Dynamatic Technologies

3/14

Dynamatic Technologies

The stock has rallied 60% in FY26 so far, rising from Rs 6,209 to Rs 9,941. As of the December quarter, Abakkus held a 2.94% stake, currently valued at around Rs 199 crore.

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Shriram Pistons & Rings

4/14

Shriram Pistons & Rings

The stock has gained 55% in FY26 so far, climbing from Rs 1,888 to Rs 2,934. In the December quarter, Abakkus owned a 1.03% stake, now worth approximately Rs 134 crore.

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Carysil

The stock has advanced 51% in FY26 so far, moving up from Rs 625 to Rs 944. During the December quarter, Abakkus held a 5.34% stake, valued at nearly Rs 143 crore.

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IIFL Capital Services

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IIFL Capital Services

The stock has surged 48% in FY26 so far, increasing from Rs 218 to Rs 322. Abakkus held a 2.49% stake in the December quarter, with a current value of about Rs 249 crore.

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Stylam Industries

The stock has risen 35% in FY26 so far, climbing from Rs 1,650 to Rs 2,219. In the December quarter, Abakkus held a 2.09% stake, presently valued at roughly Rs 78 crore.

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Suven Life Sciences

The stock has appreciated 33% in FY26 so far, moving up from Rs 113 to Rs 151. Abakkus owned a 1.31% stake in the December quarter, currently worth around Rs 45 crore.

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Hindware Home Innovation

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Hindware Home Innovation

The stock has edged up 11% in FY26 so far, rising from Rs 210 to Rs 232. During the December quarter, Abakkus held a 4.6% stake, valued at approximately Rs 88 crore.

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Mastek

The stock has declined 22% in FY26 so far, falling from Rs 2,180 to Rs 1,711. In the December quarter, Abakkus held a 2.8% stake, currently valued at about Rs 147 crore.

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Himatsingka Seide

The stock has dropped 24% in FY26 so far, slipping from Rs 141 to Rs 107. Abakkus held a 6.78% stake in the December quarter, now worth nearly Rs 91 crore.

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H.G. Infra Engineering

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H.G. Infra Engineering

The stock has tumbled 44% in FY26 so far, declining from Rs 1,057 to Rs 592. As of the December quarter, Abakkus owned a 1.36% stake, valued at roughly Rs 52 crore.

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The Anup Engineering

13/14

The Anup Engineering

The stock has plunged 51% in FY26 so far, falling sharply from Rs 3,477 to Rs 1,703. In the December quarter, Abakkus held a 3.55% stake, currently valued at around Rs 121 crore.

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Newly added to portfolio in Q3

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Newly added to portfolio in Q3

In the December quarter, Abakkus added two new stocks to its portfolio, DCM Shriram Fine Chemicals and DCM Shriram International, holding a 2.9% stake in each. Both companies are demerged entities of DCM Shriram Industries.

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