Markets › Super Investors › SWALLOW ASSOCIATES LLP
SL
SWALLOW ASSOCIATES LLP
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹9,014 Cr
Today
+₹133.4 Cr +1.50%
Companies
7
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -38.8% NIFTY 50 -4.4%behind NIFTY by 34.4 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
18.6
Wtd ROE
12.1%
Holdings
7
By market cap
Large 0% Mid 86% Small 14%
Holdings · 7
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| KEC International Ltd KEC · Construction | 25.45% | ₹3,474.2 Cr | +1.65% | – | 22.5 | 11% |
| ZENSAR TECHNOLOGIES ZENSARTECH · Information Technology | 26.63% | ₹2,731.8 Cr | -0.42% | – | 13.2 | 18% |
| CEAT CEATLTD · Automobile and Auto Components | 11.09% | ₹1,549.6 Cr | +3.63% | – | 20.1 | 15% |
| Summit Securities Ltd SUMMITSEC · Financial Services | 70.57% | ₹1,180.9 Cr | +2.51% | – | 16.0 | 1% |
| STEL Holdings Ltd STEL · Financial Services | 4.97% | ₹56.6 Cr | +11.28% | – | 56.6 | 1% |
| HARRISON MALAYALAM HARRMALAYA · Capital Goods | 5.48% | ₹21 Cr | -2.02% | – | 13.1 | 18% |
| RPG Life Sciences Ltd RPGLIFE · Healthcare | 0.00% | ₹0 Cr | +3.65% | – | 33.0 | 20% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| KEC International Ltd | 25.45 | 25.45 | 25.45 | 25.45 |
| ZENSAR TECHNOLOGIES | 26.63 | 26.64 | 26.65 | 26.67 |
| CEAT | 11.09 | 11.09 | 11.09 | 11.09 |
| Summit Securities Ltd | 70.57 | 70.57 | 70.57 | 70.55 |
| STEL Holdings Ltd | 4.97 | 4.97 | 4.97 | 4.97 |
| HARRISON MALAYALAM | 5.48 | 5.48 | 5.48 | 5.48 |
| RPG Life Sciences Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
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.