Kenneth Andrade Portfolio: Latest Holdings
As per shareholding filings for the quarter ended 30 September 2026, Old Bridge Focused Fund, linked to Kenneth Andrade, publicly hold 7 stocks with stakes of 1% or more, worth about ₹847 Cr at current prices. 2 are new this quarter and cut in 1.
- Holdings: Sep 2026 quarter filings
- Prices as of 23 Oct 2026
- Fund holdings, not personal
- Disclosed holdings value
- ₹847Cr
- Stocks held (1%+)
- 7
- New this quarter
- 2
- Stake raised / cut
- 0 / 1
- Largest holding
- 34.3%Redington
What changed in the Sep 2026 quarter
New buys (2)
- Redington1.04% stake
- Alivus Life Sciences1.07% stake
Stake raised (0)
None.
Stake cut (1)
- Ramkrishna Forgings▼ −0.03 pts
Exits
No holding from June dropped out of the filings this quarter.
Below 1% a stake drops out of filings, so a partial sale and a full exit can look the same.
All 7 holdings
| Stock | Stake (Sep 26) | Change vs Jun 26 | Shares held | Value (₹ Cr) | % of portfolio | Try in Kalpi |
|---|---|---|---|---|---|---|
| Redington | 1.04% | New | 81,25,500 | 290.4 | 34.3% | Backtest Redington |
| Ramkrishna Forgings | 1.51% | ▼ −0.03 pts | 28,09,000 | 165.1 | 19.5% | Backtest Ramkrishna Forgings |
| Alivus Life Sciences | 1.07% | New | 13,19,512 | 163.9 | 19.4% | Backtest Alivus Life Sciences |
| Kaveri Seed Company | 2.21% | No change | 11,38,500 | 82.5 | 9.7% | Backtest Kaveri Seed Company |
| United Foodbrands | 3.53% | No change | 13,80,000 | 79.7 | 9.4% | Backtest United Foodbrands |
| Medi Assist Healthcare Services | 2.28% | No change | 17,03,565 | 47.0 | 5.6% | Backtest Medi Assist Healthcare Services |
| Antony Waste Handling Cell | 2.33% | No change | 6,62,555 | 18.2 | 2.1% | Backtest Antony Waste Handling Cell |
Value = shares held × price on 23 Oct 2026. Change is in percentage points of the company's shares.
Where the money sits: top 7 holdings
Redington is the largest holding at 34.3% of the disclosed value.
Mid caps, as rules you can test
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Who is Kenneth Andrade?
Kenneth Andrade is the founder of Old Bridge Capital Management and a well-known mid-cap fund manager. Old Bridge now runs mutual fund schemes as well as portfolio management.
Sources: Value Research; Equitymaster.
How to read this data
- Companies disclose shareholders who own 1% or more, once a quarter. Smaller stakes stay hidden.
- Filings come out up to three weeks after the quarter ends, so trades can be months old.
- These are holdings of Old Bridge Focused Fund, which belong to the funds' investors, not to Kenneth Andrade personally.
- Holdings filed in their own name are shown. Holdings of companies or funds they manage are not, unless stated.
- This page reports public filings. It is not a recommendation to buy or sell.
Frequently Asked Questions
What is Kenneth Andrade's current portfolio?
As per filings for the quarter ended 30 September 2026, Old Bridge Focused Fund, linked to Kenneth Andrade, publicly hold 7 stocks with stakes of 1% or more, worth about ₹847 Cr at current prices. The largest are Redington, Ramkrishna Forgings, Alivus Life Sciences, Kaveri Seed Company and United Foodbrands.
What are Kenneth Andrade's top holdings?
By value: Redington (₹290 Cr, 1.04% of the company); Ramkrishna Forgings (₹165 Cr, 1.51% of the company); Alivus Life Sciences (₹164 Cr, 1.07% of the company); Kaveri Seed Company (₹82.5 Cr, 2.21% of the company); United Foodbrands (₹79.7 Cr, 3.53% of the company).
Which stocks did Kenneth Andrade buy recently?
2 companies appear in the filings for the first time this quarter, the largest being Redington and Alivus Life Sciences. Filings show holdings at the end of the quarter, so the buying may have happened any time between July and September 2026.
Which stocks did Kenneth Andrade sell?
The stake was cut in 1 company, including Ramkrishna Forgings.
Who is Kenneth Andrade?
Kenneth Andrade is the founder of Old Bridge Capital Management and a well-known mid-cap fund manager. Old Bridge now runs mutual fund schemes as well as portfolio management.
Why are some stocks missing from this list?
Companies only name shareholders who own 1% or more. If the stake is below 1%, or has been sold below that level, the stock does not appear. The list updates once a quarter, when companies file their shareholding patterns.
Should I buy the stocks Kenneth Andrade funds hold?
This page reports public filings and is not a recommendation. Filings arrive weeks after the trades and do not show buying prices or reasons. A safer approach is to test a written set of rules on past data before investing, and to speak to a SEBI-registered adviser if you need advice.
Data compiled from shareholding patterns filed by listed companies with NSE and BSE for the quarter ended 30 September 2026. Prices as of 23 Oct 2026. Kalpi is not a SEBI-registered investment adviser; nothing on this page is investment advice or a recommendation to buy or sell. Investments in securities are subject to market risks.