Update -Rakesh Jhunjhunwala Portfolio - September 2006

As promised earlier, I am updating the list of portfolio stocks held by RJ as at end of September 2006. (you can access the previous post containing the portfolio here)

Lupin (4.09% stake, value of stake = Rs.164 crore)
Provogue (2.96% stake, value of stake = Rs.19 crore)
Alphageo (1.56% stake, value of stake = Rs.1 crore)

Total Portfolio value = Rs.1873 crore (up 16% over June 2006 quarter)


Note: The ace investor has added the following two new stocks in his portfolio in September 2006 quarter:
.Alphageo – for research click here.
.Panama Petrochem – for research click here

Rakesh Jhunjhunwala Portfolio - September 2006

The above portfolio of RJ is as declared to stock exchanges as on Oct 31, 2006. I shall update the same as and when more information is filed with the exchanges.

Note: Panama Petrochem Ltd is the new stock addition to the master investor’s portfolio in September 2006 quarter. I shall shortly post more research on Panama Petrochem on this blog.

Rakesh Jhunjhunwala Portfolio - June'2006

The above portfolio of RJ is as declared to stock exchanges as at June 30, 2006