How Mukul Agrawal tweaked his Rs 6,500-crore portfolio in Q3. Here’s all you need to know

Core Insights - Ace investor Mukul Mahavir Agrawal reshuffled his Rs 6,500-crore equity portfolio during the December quarter, reflecting a mix of fresh bets and tactical adjustments following sharp stock-specific corrections and a selloff in smallcap stocks in 2025 [18] Company Summaries - Hindustan Construction: Agrawal acquired a 1.68% stake, amounting to 4.40 crore shares, after the stock experienced a correction of over 30% in the past year [1] - Alcargo Logistics: Agrawal purchased a 2.9% stake in the company, which has seen a decline of about 80% over the last year. Alcargo specializes in integrated logistics services [2] - Sudeep Pharma: A 1.3% stake was acquired by Agrawal, with the stock down nearly 30% in the last year. Sudeep is a manufacturer of mineral-based pharmaceutical excipients and specialty ingredients [3] - Vasa Denticity: Agrawal increased his stake by 0.4%, bringing his total holding to 2.4%. The company is a leading B2B e-commerce platform for dental products [4] - Vikran Engineering: Agrawal increased his stake by 0.2%. The stock is down 10% from its issue price of Rs 97 since its market debut in September last year [7] - N R Agrawal: A marginal stake increase of 0.1% was made, with the stock down nearly 20% from its 52-week high of Rs 514 [8] - Monolithisch: Agrawal reduced his stake by 0.2% to 2.76%, with the stock down 20.5% from its 52-week high of Rs 607 [9] - Pearl Global: The investor offloaded 0.2% in the company, which has fallen nearly 15% in January alone [10] - InfoBeans Technologies: Agrawal reduced his stake by 0.2% to 3.9%, with the stock up 97% in the last year [11] - Autoriders: A stake reduction of 0.7% occurred, with the stock rising over 1,100% in the last year [12] - Zota Healthcare: Agrawal reduced his stake by 0.8%, with the stock up nearly 40% in the last year [13] - ASM Technologies: A stake reduction of 0.4% was noted, with the stock having doubled in the last year, rising about 115% [14] - Stanley Lifestyles: Agrawal appears to have exited the stock, which is down nearly 50% in the last year [15]