Vijay Kedia Portfolio Check: 10 stocks surge up to 44% - plus 5 fresh picks

Investors often track the portfolios of seasoned market veterans for insights. In this context, ETMarkets reviewed the investment holdings of veteran investor Vijay Kedia. According to the latest available data for the March 2026 quarter, Kedia has publicly disclosed stakes in around 22 companies, with a combined market value of approximately Rs 1,323 crore as of May 8. This marks an increase of 13% from Rs 1,170 crore recorded in December 2025.

In terms of CY26 price performance, the portfolio delivered mixed results, with 13 stocks posting positive returns, while the remaining holdings registered losses. ETMarkets has highlighted 10 stocks that gained between 10% and 44%. The analysis also points to five new additions made during the March 2026 quarter. (Data Source: ACE Equity, Trendlyne)

The stock surged 44%, climbing from Rs 1,456 to Rs 2,094. As of the March 2026 quarter, Vijay Kedia held a 1.14% stake in the company, currently valued at around Rs 26 crore.

The stock gained 28%, moving up from Rs 90 to Rs 115. As of the March 2026 quarter, Vijay Kedia owned a 1.02% stake in the company, with an estimated value of Rs 51 crore. Notably, it was a new addition to the portfolio during the March quarter.

The stock increased 24%, climbing from Rs 177 to Rs 218. As of the March 2026 quarter, Vijay Kedia’s 1.88% stake in the company was valued at approximately Rs 33 crore. Notably, it was a new addition to the portfolio during the March quarter.

The stock climbed 14%, rising from Rs 359 to Rs 409. During the March 2026 quarter, Vijay Kedia held a 7.1% stake in the company, currently valued at around Rs 29 crore. Notably, it was a new addition to the portfolio during the March quarter.