Porinju Veliyath Portfolio: Latest Holdings
As per shareholding filings for the quarter ended 30 September 2026, Porinju Veliyath publicly holds 15 stocks with stakes of 1% or more, worth about ₹244 Cr at current prices. 4 are new this quarter, the stake was raised in 3 and cut in 4.
- Holdings: Sep 2026 quarter filings
- Prices as of 23 Oct 2026
- Only stakes of 1% or more are disclosed
- Also filed as "Porinju V Veliyath"
- Disclosed holdings value
- ₹244Cr
- Stocks held (1%+)
- 15
- New this quarter
- 4
- Stake raised / cut
- 3 / 4
- Largest holding
- 43.4%Aurum Proptech
What changed in the Sep 2026 quarter
New buys (4)
- RPSG Ventures1.1% stake
- TTK Healthcare1.0% stake
- Veegaland Developers2.2% stake
- Ansal Buildwell3.2% stake
Stake raised (3)
- Sundaram Brake Linings▲ +0.40 pts
- AeonX Digital▲ +0.10 pts
- M M Rubber Company▲ +0.10 pts
Stake cut (4)
- Aurum Proptech▼ −0.80 pts
- Orient Bell▼ −0.80 pts
- Kerala Ayurveda▼ −0.20 pts
- R K Swamy▼ under 0.05 pts
Fell below 1% (2)
- Kokuyo Camlinwas 1.0%
- TAAL Techwas 1.5%
Below 1% a stake drops out of filings, so a partial sale and a full exit can look the same.
All 15 holdings
| Stock | Stake (Sep 26) | Change vs Jun 26 | Shares held | Value (₹ Cr) | % of portfolio | Try in Kalpi |
|---|---|---|---|---|---|---|
| Aurum Proptech | 5.2% | ▼ −0.80 pts | 50,55,000 | 105.8 | 43.4% | Backtest Aurum Proptech |
| RPSG Ventures | 1.1% | New | 3,55,000 | 28.7 | 11.8% | Backtest RPSG Ventures |
| Geojit Financial Services | 1.4% | No change | 40,00,000 | 27.9 | 11.5% | Backtest Geojit Financial Services |
| Orient Bell | 3.8% | ▼ −0.80 pts | 5,63,812 | 19.8 | 8.1% | Backtest Orient Bell |
| TTK Healthcare | 1.0% | New | 1,43,000 | 13.5 | 5.5% | Backtest TTK Healthcare |
| Veegaland Developers | 2.2% | New | 10,71,070 | 13.5 | 5.5% | Backtest Veegaland Developers |
| Apollo Sindoori Hotels | 2.5% | No change | 65,500 | 7.0 | 2.9% | Backtest Apollo Sindoori Hotels |
| R K Swamy | 1.4% | ▼ under 0.05 pts | 7,20,000 | 5.7 | 2.3% | Backtest R K Swamy |
| Kerala Ayurveda | 3.2% | ▼ −0.20 pts | 4,18,063 | 5.4 | 2.2% | Backtest Kerala Ayurveda |
| Duroply Industries | 5.0% | No change | 5,40,883 | 5.1 | 2.1% | Backtest Duroply Industries |
| Sundaram Brake Linings | 2.0% | ▲ +0.40 pts | 80,000 | 4.8 | 2.0% | Backtest Sundaram Brake Linings |
| Ansal Buildwell | 3.2% | New | 2,35,000 | 2.0 | 0.8% | Backtest Ansal Buildwell |
| AeonX Digital | 3.9% | ▲ +0.10 pts | 1,79,481 | 1.9 | 0.8% | Backtest AeonX Digital |
| Shigan Quantum Tech | 1.5% | No change | 3,09,000 | 1.9 | 0.8% | Backtest Shigan Quantum Tech |
| M M Rubber Company | 1.6% | ▲ +0.10 pts | 1,00,000 | 0.6 | 0.2% | Backtest M M Rubber Company |
Value = shares held × price on 23 Oct 2026. Change is in percentage points of the company's shares.
Where the money sits: top 10 holdings
The top 10 holdings make up 95.4% of the disclosed value; Aurum Proptech alone is 43.4%.
Small caps, tested before you buy
His book is made of very small companies. Backtest a micro and small-cap rule set and look hard at the drawdowns before putting money in.
Backtest results are hypothetical and do not predict future returns.
Who is Porinju Veliyath?
Porinju Veliyath is an Indian investor and fund manager from Kerala. He manages his own portfolio and the portfolios of investors in his firm, Equity Intelligence India. The Economic Times has called him a "small-cap czar".
Sources: Wikipedia.
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.
- 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 Porinju Veliyath's current portfolio?
As per filings for the quarter ended 30 September 2026, Porinju Veliyath publicly holds 15 stocks with stakes of 1% or more, worth about ₹244 Cr at current prices. The largest are Aurum Proptech, RPSG Ventures, Geojit Financial Services, Orient Bell and TTK Healthcare.
What are Porinju Veliyath's top holdings?
By value: Aurum Proptech (₹106 Cr, 5.2% of the company); RPSG Ventures (₹28.7 Cr, 1.1% of the company); Geojit Financial Services (₹27.9 Cr, 1.4% of the company); Orient Bell (₹19.8 Cr, 3.8% of the company); TTK Healthcare (₹13.5 Cr, 1.0% of the company).
Which stocks did Porinju Veliyath buy recently?
4 companies appear in the filings for the first time this quarter, the largest being RPSG Ventures, TTK Healthcare, Veegaland Developers and Ansal Buildwell. The stake was raised in Sundaram Brake Linings, M M Rubber Company and AeonX Digital. 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 Porinju Veliyath sell?
The stake was cut in 4 companies, including Orient Bell, Aurum Proptech and Kerala Ayurveda. Kokuyo Camlin, TAAL Tech no longer appear in the filings, which means the stake fell below 1% or was sold.
What is Porinju Veliyath's net worth?
Total net worth is not public. What can be measured is the value of stakes of 1% or more in listed companies: about ₹244 Cr across 15 stocks at current prices. Smaller stakes, unlisted investments and money held through companies or funds are not included.
Who is Porinju Veliyath?
Porinju Veliyath is an Indian investor and fund manager from Kerala. He manages his own portfolio and the portfolios of investors in his firm, Equity Intelligence India. The Economic Times has called him a "small-cap czar".
Who is a famous stock investor from Kerala?
Porinju Veliyath, founder of Equity Intelligence India, is one of the best-known investors from Kerala.
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 Porinju Veliyath holds?
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.