Investors often track the portfolios of prominent figures in the financial world. In this regard, ETMarkets examined the investment holdings of veteran investor Vijay Kedia. Based on the latest data for the September 2025 quarter, Kedia holds publicly disclosed stakes in about 16 companies, collectively valued at approximately Rs 1,320 crore as of October 24. These holdings include firms where his ownership exceeds 1%.
Most of these stocks have generated positive returns in FY26 so far. Here, we spotlight the top 8 performers and the one biggest laggard in Vijay Kedia’s portfolio—each showing gains or losses of over 10%. Additionally, we take a look at two new additions made during the September quarter. (Data Source: ACE Equity, Trendlyne)