Kenneth Andrade
Old Bridge Capital Management
Founder and CIO of Old Bridge Capital Management, former CIO of IDFC Mutual Fund. Renowned for spot-on commodity and capex cycle timing.
Tracked Net Worth₹1,176.3 Cr
Active Stocks
2
Investment Strategy: Bottom-up value investing, low capital intensity, cash flow compounding, and buying cyclicals at historic troughs.
Sector Allocation
Agrochemicals & Fertilisers₹824.27 Cr
70.1%
Building Materials₹352.05 Cr
29.9%
Portfolio Holdings
Companies where Kenneth Andrade holds 1.00% or more as of 2026-Q2
Coromandel International Ltd
COROMANDELAgrochemicals & Fertilisers
Steady
CMP
₹1,934.9-1.38%
Holding Stake1.45%
Holding Value₹824.27 Cr
Shares42,60,000
Kajaria Ceramics Ltd
KAJARIACERBuilding Materials
Steady
CMP
₹1,228.8-1.21%
Holding Stake1.8%
Holding Value₹352.05 Cr
Shares28,65,000
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Coromandel International LtdCOROMANDEL | Agrochemicals & Fertilisers | Active | ₹1,934.90-1.38% | 1.45% | 42,60,000 | ₹824.27 Cr | Analysis |
| Kajaria Ceramics LtdKAJARIACER | Building Materials | Active | ₹1,228.80-1.21% | 1.8% | 28,65,000 | ₹352.05 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
Kajaria Ceramics Ltd (KAJARIACER)
Reported new position (1.80%) in Kajaria Ceramics Ltd for 2026-Q2.
+1.80%2026-Q2
BOUGHT NEW
Coromandel International Ltd (COROMANDEL)
Reported new position (1.45%) in Coromandel International Ltd for 2026-Q2.
+1.45%2026-Q2