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TP
Think Investments Pcc
FII / ForeignDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹1,113 Cr
Today
+₹13.4 Cr +1.22%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -8.7% NIFTY 50 -4.4%behind NIFTY by 4.3 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
56.4
Wtd ROE
12.1%
Holdings
4
By market cap
Large 0% Mid 98% Small 2%
Bought / added last quarter
No additions last quarter.
Sold / trimmed last quarter
ArisInfra Solutions Ltd-3.24pp
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Urban Company Ltd URBANCO · Consumer Services | 2.84% | ₹563.3 Cr | +1.73% | – | – | -11% |
| Onesource Specialty Pharma Ltd ONESOURCE · Healthcare | 1.79% | ₹332.7 Cr | +0.68% | – | – | -1% |
| Black Buck Ltd BLACKBUCK · Services | 1.90% | ₹189.4 Cr | +0.23% | – | 62.1 | 12% |
| ArisInfra Solutions Ltd ARIS · Construction Materials | 2.66% | ₹27.3 Cr | +4.39% | ▼ -3.24pp | 17.0 | 12% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Urban Company Ltd | 2.84 | 3.03 | 3.05 | · |
| Onesource Specialty Pharma Ltd | 1.79 | 1.79 | 2.01 | · |
| Black Buck Ltd | 1.90 | 1.91 | 1.91 | 1.93 |
| ArisInfra Solutions Ltd | 2.66 | 5.90 | 5.93 | 5.93 |
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.