Investors often keep a close watch on the portfolios of well-known market veterans. In this context, ETMarkets reviewed the investment holdings of seasoned investor Vijay Kedia. As per the latest available data for the September 2025 quarter, Kedia holds publicly disclosed stakes in around 16 companies, with a combined value of about Rs 1,170 crore as of December 26, 2025, down nearly 38% from Rs 1,896 crore in December 2024.
Looking at CY25 price performance, only three stocks from his portfolio generated positive, double-digit returns; the rest delivered negative performance. As many as 6 stocks have declined in the range of 25% to 68%. The analysis also highlights two new additions made to his portfolio during the September quarter. (Data Source: ACE Equity, Trendlyne)
The stock has fallen 54% in CY25, declining from Rs 358 to Rs 163. Vijay Kedia holds a 1.1% stake, valued at about Rs 16 crore as of December 26, 2025.
The stock has corrected 38% in CY25, moving down from Rs 160 to Rs 98. Vijay Kedia’s holding stands at 2%, valued at roughly Rs 24 crore as of December 26, 2025.
The stock has fallen 25% in CY25, moving from Rs 635 to Rs 478. Vijay Kedia holds a 1% stake, worth about Rs 108 crore as of December 26, 2025.
The stock has gained 9% in CY25, rising from Rs 13,728 to Rs 14,963. Vijay Kedia holds a 1.01% stake, valued at approximately Rs 195 crore as of December 26, 2025.
The stock has advanced 17% in CY25, climbing from Rs 665 to Rs 775. Vijay Kedia owns a 13.2% stake, valued at around Rs 107 crore as of December 26, 2025.
The stock gained 21% in CY25, rising from Rs 567 to Rs 686. Vijay Kedia holds a 1% stake in the company, valued at about Rs 66 crore as of December 26, 2025. This stock was a new addition to his portfolio in the September quarter. Another new entrant during the same period was TechD Cybersecurity, in which Kedia holds a 5.3% stake.
Curated by Emma Watson
