
Abakkus Asset Manager's portfolio dipped 4% in H1 2026 despite five holdings surging 50-106%. Two new buys added in Q1: TTK Healthcare and Afcom Holdings.
Sunil Singhania's Abakkus Asset Manager saw its portfolio shrink roughly 4% in the first half of 2026, dropping to Rs 2,462 crore from Rs 2,577 crore at the end of 2025. The dip belied a handful of strong performers – five holdings surged between 50% and 106% in the first seven months of the year, according to shareholding data filed with exchanges.
The best run came from a stock that climbed from Rs 876 to Rs 1,808, a 106% gain. Abakkus held a 1.08% stake worth about Rs 130 crore. Close behind were positions that advanced 84% and 61%, with the fund's stakes valued at Rs 87 crore and Rs 118 crore. Two more holdings returned 54% and 52%, including one that was a fresh addition in the June quarter.
Abakkus added two stocks to the portfolio in the June quarter: TTK Healthcare and Afcom Holdings. The TTK Healthcare position amounts to a 1.97% stake valued at Rs 80 crore and has already matched the 54% gain. Afcom's stake size was not disclosed in the filing.
The portfolio also includes five stocks that fell more than 20% in the first seven months, dragging the overall value lower. The steepest decline was a 34% drop in a position valued at Rs 10 crore.
The two additions bring Abakkus's total disclosed holdings to 31 companies as of June 30. The next quarterly shareholding data, due in October, will show whether the new buys and existing winners can offset the laggards.
Drafted by a large language model from the source reporting linked above, then screened by automated publishing checks. It is not read by a journalist before publication. Some articles cite our Alpha Score. Verify prices and figures against the original source. Educational coverage, not personalized advice.