Sunil Singhania’s Abakkus Portfolio Soars: 6 Stocks Up to 75% in CY26 as 5 New Buys Join in Q4!

Investors are increasingly focused on the movements and holdings of leading market players on Dalal Street, particularly in the context of the investment strategies employed by established figures. The latest analysis by ETMarkets highlights Sunil Singhania’s Abakkus Asset Manager, a well-known entity in the Indian investment landscape. As of May 29, 2026, Abakkus holds stakes in nearly 32 listed companies, amounting to a total portfolio value of approximately Rs 2,742 crore. This figure signifies a 6% increase from Rs 2,577 crore reported at the end of December 2025, underscoring the firm’s ability to grow its assets even in a fluctuating market environment.

Despite this overall growth in portfolio value, a deeper examination of Abakkus’s holdings during the calendar year 2026 indicates a challenging performance landscape, particularly for a majority of its stocks. Indeed, many of the positions in the portfolio have seen negative performance, with seven stocks experiencing declines of over 20% in just the first five months of the year. This reveals a disparity within the portfolio, highlighting the volatile nature of current market conditions and the difficulties that even seasoned investors face in navigating them.

Nevertheless, not all aspects of Abakkus’ portfolio have succumbed to downward pressure; a select group of holdings has performed admirably, with six significant gainers recording returns ranging from 20% to 75% in CY26. This dynamic points to potential opportunities within specific sectors or companies that merit further investigation. Furthermore, the addition of six new stocks to the portfolio during the March 2026 quarter indicates a strategic approach to diversifying holdings, which may offer resilience against broader market challenges. Investors will be keen to watch how these new positions develop in the coming months and their impact on overall portfolio performance.


Source: The Economic Times

(Expert Note: This report was prepared by the Wealthova team.)