Markets › Super Investors › ARUN KUMAR PILLAI
AP
ARUN KUMAR PILLAI
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹460 Cr
Today
+₹5.4 Cr +1.18%
Companies
3
As of
15 May 2026
Returns vs NIFTY current basket, 1 year
This portfolio +2.1% NIFTY 50 -4.4%ahead of NIFTY by 6.5 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
17.4
Wtd ROE
20.3%
Holdings
3
By market cap
Large 0% Mid 78% Small 22%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
Strides Pharma Science Ltd-0.22pp
Holdings · 3
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Strides Pharma Science Ltd STAR · Automobile and Auto Components | 2.02% | ₹201.9 Cr | +2.82% | ▼ -0.22pp | 17.4 | 20% |
| Onesource Specialty Pharma Ltd ONESOURCE · Healthcare | 0.85% | ₹157.6 Cr | +0.68% | – | – | -1% |
| Solara Active Pharma Sciences Ltd SOLARA · Healthcare | 3.46% | ₹100.3 Cr | -1.21% | – | – | -1% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 | Dec '24 |
|---|---|---|---|---|---|---|
| Strides Pharma Science Ltd | 2.02 | 2.24 | 2.24 | 2.24 | · | · |
| Onesource Specialty Pharma Ltd | 0.85 | 0.85 | 0.85 | 85.00 | 85.00 | 85.00 |
| Solara Active Pharma Sciences Ltd | 3.46 | · | · | · | · | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.