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 August 21. This marks an increase of 21% from Rs 1,170 crore recorded in December 2025.In terms of CY26 price performance, the portfolio has more negative performers than positive ones. ETMarkets has highlighted five stocks that gained between 10% and 55% in CY26, along with five major laggards that slipped more than 20% during the same period. The analysis also points to one new addition to Kedia’s portfolio during the June 2026 quarter. (Data Source: ACE Equity, Trendlyne)
