Rekha Jhunjhunwala
Rare Enterprises
Manages the multi-thousand crore public equity portfolio of the late Big Bull Rakesh Jhunjhunwala and Rare Enterprises.
Tracked Net Worth₹22,816.3 Cr
Active Stocks
3
Investment Strategy: Bullish on India growth story, high consumer leverage, financialization of savings.
Sector Allocation
Consumer Discretionary₹22704.19 Cr
99.5%
Industrials & Services₹112.15 Cr
0.5%
Portfolio Holdings
Companies where Rekha Jhunjhunwala holds 1.00% or more as of 2026-Q2
Titan Company Ltd
TITANConsumer Discretionary
Steady
CMP
₹5,009.5-0.23%
Holding Stake5.1%
Holding Value₹22642.94 Cr
Shares4,52,00,000
Quess Corp Ltd
QUESSIndustrials & Services
Steady
CMP
₹346.15-2.52%
Holding Stake2.18%
Holding Value₹112.15 Cr
Shares32,40,000
Vaibhav Global Ltd
VAIBHAVGBLConsumer Discretionary
Steady
CMP
₹213.4-1.19%
Holding Stake1.75%
Holding Value₹61.25 Cr
Shares28,70,000
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Titan Company LtdTITAN | Consumer Discretionary | Active | ₹5,009.50-0.23% | 5.1% | 4,52,00,000 | ₹22642.94 Cr | Analysis |
| Quess Corp LtdQUESS | Industrials & Services | Active | ₹346.15-2.52% | 2.18% | 32,40,000 | ₹112.15 Cr | Analysis |
| Vaibhav Global LtdVAIBHAVGBL | Consumer Discretionary | Active | ₹213.40-1.19% | 1.75% | 28,70,000 | ₹61.25 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
Quess Corp Ltd (QUESS)
Reported new position (2.18%) in Quess Corp Ltd for 2026-Q2.
+2.18%2026-Q2
BOUGHT NEW
Vaibhav Global Ltd (VAIBHAVGBL)
Reported new position (1.75%) in Vaibhav Global Ltd for 2026-Q2.
+1.75%2026-Q2
BOUGHT NEW
Titan Company Ltd (TITAN)
Reported new position (5.10%) in Titan Company Ltd for 2026-Q2.
+5.10%2026-Q2