Shivani Tejas Trivedi Portfolio, Latest Holdings, Net Worth & more

Shivani Tejas Trivedi is one of a kind India based investor whose analytical investment tactics have put her along with the A-Listers of the wealthy Indian traders and investors society.

She has been known to rely on a multi-bagger investing style for building herself a successful and wealthy portfolio. And, as far as today’s article is concerned, we’ll be focusing on Shivani Tejas Trivedi Portfolio in details.

Here, we’ll elaborate the tricks, tactics and usual investment strategies being used by the portfolio for several years. We’ll then go on to elaborate the investments made by this portfolio across the years 2020, 2021 and 2022 respectively.

Also, we’ll even elaborate her net worth and the journey this portfolio made across from the past 5 years. And, at last we’ll conclude the article by summarizing the major aspects of the it in a shortened format.

About Shivani Tejas Trivedi

Shivani Tejas Trivedi latest portfolio registered to have her investments scattered across the stocks of 8 different companies hailing from different industries. Her portfolio has been known to consist of one of the stocks from the major cap industries that is Pharma.

However, she has even got herself many stocks from the rather unconventional industries that are usually overlooked by the A-List traders. we’re referring to the stocks from the micro industries like Denim (that falls under the Textile industry).

Even her inclination towards the stocks from other major cap industries in India like electronics and infrastructure can also be established from the portfolio’s structure.

In other words, it can be said that this portfolio pretty much likes to play safe by including most of the stocks from the major capital industries.

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Shivani Tejas Trivedi Latest Portfolio & Holdings

Shivani Tejas Trivedi has just 2 stocks in her portfolio presently. The net worth of the portfolio as of June 2022 is Rs. 82.8 crores. One of the companies where she has 2.8% stakes is Cosmo Ferrites Ltd.

She has invested in 1.3% stakes recently in the June 2022 quarter which increased the total stakes from 1.5% to 2.8% in the company. The total number of shares she holds is 340927 which is worth Rs. 12.2 crores currently.

The other shares are of NOCIL Ltd. which is the main investment of Shivani Tejas. At present, she holds 1.6% stakes in this company out of which she invested 0.3% stakes in the June quarter.

The total value of this holding is Rs. 70.7 crores and the total number of shares held are 2709409 units.

Holdings in NOCIL Ltd.

In NOCIL Ltd., Shivani Tejas started investing back in March 2021 quarter. She invested initially in 1.3% stakes of the company. Then she bought another 0.1% stake in June 2021 quarter and retained the entire stake till March 2022.

Then she sold off 0.1% stakes however, again in the previous quarter she bought 0.3% stakes in the company. The current valuation of the holding is Rs. 70.7 crores.

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Shivani Tejas Trivedi Portfolio in 2021

The net worth of the portfolio of Shivani Tejas at the beginning of the year 2021 was Rs. 38.5 crores.

She was then holding 2 stocks publically which were NOCIL Ltd. where she had a 1.3% stake and Plastiblends India Ltd. where she has a 1% stake. Both investments were done in March 2021 quarter.

In this quarter, she reduced her stakes in AstraZeneca Pharma India Ltd. below 1%, which was earlier 1.8%. During the year, she purchased another 0.1% stake in NOCIL and retained the total 1.4% stake in the company.

Then he invested in 0.2% stakes in Plastiblends India Ltd. which increased her total stakes in the company to 1.2% and he retained the same for the entire year. She invested in 1.1% stakes in Precot Ltd. in June 2021, however, sold it off in the next quarter only.

Similarly, she invested in 1% stakes of Tamilnadu Petroproducts Ltd. in the June 2021 quarter but sold it off in September 2021 quarter only. She started investing in Centum Electronics in September 2021 quarter.

She invested in 2.2% stakes of the company and increased the stakes in December 2021 quarter to 3.2% stakes of the company. By the end of the year, her portfolio’s valuation stood at Rs. 70.6 crores.

Shivani Tejas Trivedi Portfolio in 2020

At the beginning of the year 2020, Shivaji Tejas didn’t hold any stocks where she has significant investments. Her portfolio was then of Rs. 17 crores though.

In June 2020, she invested in 1.8% stakes in AstraZeneca Pharma India Ltd. and retained the same for the entire year. Apart from this, she invested in Centum Electronics Ltd. in June 2020 as well.

She bought 2% stakes in the firm however, sold it off in the September 2020 quarter only. She also invested in 1.7% stakes of Texmaco Infrastructure & Holdings Ltd. in June and sold off in the September quarter.

However, by the end of the year, the valuation of the portfolio went up to Rs. 209 crores.

Shivani Tejas Trivedi Portfolio in 2019

As mentioned above, the Shivani Tejas Trivedi Portfolio 2019 enlisted to have invested up on a total of 8 different companies hailing from totally different sectors.

However, we’ve tried to dig in a little deeper into the three stocks that acquired the highest investment from this legendary portfolio. And, to begin with, we have 5,84,794 shares of the company named Atul Ltd.

The portfolio was in possession of these shares of the company during March 2019 and the shares were valued at 3949 INR per unit share and 230.9 Cr for the entire lot.

The portfolio was also in charge of 1.97% of the company’s overall stakes. This portfolio retained all of the shares from this stock even during the last known quarter of this year with 1.97% of the company’s ownership.

However, the shares suffered a negative gain worth 148 INR per unit share. The second highest investment made by this portfolio during March 2019 was to acquire 4,29,520 shares of the company named Astra Zeneca Pharma India Ltd.

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These shares granted the portfolio a claim over 1.72% of the company’s overall ownership and were valued at 2120 INR per unit share and 91.1 Cr on the whole during that time.

Even the shares from this stock were retained by the portfolio with 1.72% of the company’s overall stakes. However, the shares did witness a negative gain of 69.6 INR per unit share.

The third company to have acquired the highest investment from the portfolio of Shivani Tejas Trivedi during March 2019 is known as Texmaco Infrastructure & Holdings Ltd.

The portfolio was in charge of a total of 17,55,202 shares of this company that were valued at 48 INR per unit share and 8.4 Cr for the whole lot back then.

The portfolio was also in charge of 1.38% of the company’s overall stakes. No changes were made to this stock either in terms of the total shares held of the stakes in the company held.

However, even this stock suffered a negative gain worth 1.35 INR per unit share as compared to the last quarter.

Shivani Tejas Trivedi Portfolio in 2018

Shivani Tejas Trivedi portfolio 2018 enlisted its investments in merely 5 companies hailing from various sector. And, we’ve briefed the three that acquired the highest funds from this portfolio.

At the beginning we have the name of the company Atul Ltd. The portfolio registered to be in possession of a total of 5,63,479 shares of this company back in March 2018.

This particular holding was valued at 3949 INR per unit share and 222.5 Cr for the complete stock. This holding even granted the portfolio an ownership over 1.90% of the company’s overall turnover.

By the end of the year, that is December 2018, the portfolio added on to this stock by acquiring another 10,297 shares of the company.

The shares even registered a positive gain of 0.05 INR per unit share back at that time, thus making them valued at 3949 INR per unit share and 229.0 Cr for the whole lot as compared to the previous quadrant. Even the ownership of the company for the portfolio was increased by 0.05%.

AstraZeneca Pharma India Ltd was the company to secure the second highest investment from this portfolio during the 1^st quarter of the year 2018.

The portfolio was in charge of 4,27,176 shares of this company that were valued for 2120 INR per unit share and 90.6 Cr for the complete lot.

The holding of this particular stock even granted the owner with 1.71% of the company’s overall turnover. The portfolio sensed an upcoming rise in this particular stock and acquired another 2,344 shares of this company.

However, there were no positive or negative gains experienced by this stock during December 2018.

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The new holding was valued at 2120 INR per unit share and 91.1 Cr for the complete lot. The company to have secured the third position within the list of the highest investment acquiring companies in Shivani Tejas Trivedi’s portfolio goes by the name of Indag Rubber Ltd.

The portfolio registered to have held a total of 6,73,233 shares of this company during the 2st quadrant of the year 2018, that is March 2019.

The shares held by the portfolio were valued at 75.95 INR per unit share and 5.1 Cr for the complete lot during that time. Holding these shares even made the portfolio an owner of 2.56% of the company’s overall turnover back at that time.

This stock experienced a huge downfall with a negative gain worth 0.97 INR per unit share as compared to the previous quadrant.

The new holding comprised of 4,54,134 shares valued at 75.95 INR per unit share and 3.4 Cr worth the whole lot. The new stock granted the portfolio an ownership of 1.73% in the company’s turnover.

Shivani Tejas Trivedi Portfolio in 2017

Shivani Tejas Trivedi portfolio 2017 enlisted the investments made on to 5 different companies from different sectors. However, we’ve focused on the top three investments made by the portfolio throughout the year 2017.

And, at the very beginning, we have the name of the company Atul Ltd. The portfolio registered to have invested and acquired a total of 5,22,970 shares of this company during March 2017.

The stock was valued for 3948.9 INR per unit share and 206.5 Cr worth the complete lot. The entire holding was deemed responsible for granting the portfolio an ownership worth 1.76% of the company’s overall stakes during that time.

This stock was replenished by the end of the year during December 2018 with a positive gain worth 0.1 INR per unit share.

Thus, the overall stock was added with 61,769 shares making the entire lot 5,84,739 shares worth 3949 INR per unit share and 230.9 Cr worth the whole lot.

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Even the ownership of the portfolio within the company was increased to 1.97%. AstraZeneca Pharma India Ltd continued its position in the second place within the list of the highest investment securing companies with the portfolio of Shivani Tejas Trivedi, even during the 1^st quarter of the year 2017.

The portfolio enlisted itself to be in charge of 3,43,829 shares of this company that were valued at 2122.05 INR per unit share and 73.0 Cr for the whole lot.

The portfolio was also in charge of 1.38% of the company’s overall turnover back in those days. Even this stock was replenished by adding a total of 13,326 shares to it.

Thus, the new stock consisted of a total of 3,57,155 shares worth 2120 INR per unit share and 75.7 Cr for the complete lot. Even the shares suffered a negative gain worth 2.5 INR per unit share.

The third position within the portfolio of Shivani Tejas Trivedi was held by the shares of the company named Indag rubber Ltd during the 1^st quadrant of the year 2017.

The portfolio was in charge of a total of 4,72,347 shares during that time. The shares were priced at 75.95 INR per unit share and 3.6 Cr back in those days.

The portfolio was also in charge of 1.80% of the company’s overall stakes. This stock was replenished by adding a total of 200,886 shares to it during December 2017.

The value of the unit share was then priced at 75.95 INR and the whole lot was worth 5.1 Cr. Even, the unit share price was increased by 0.23 INR. The new stock also granted an increased ownership to the portfolio within the company worth 2.56%.

What is Shivani Tejas Trivedi’s Net Worth?

Shivani Tejas Trivedi’s net worth has changed drastically in the past 3 years. In fact, this is one of the rarest portfolios that has been on a constant uprising in the past 3 years.

The portfolio was valued at 75.95 Cr during March 2022. However, by June 2022, the value decreased to 25.46 Cr with a fall of 66% from the previous quarter. Previous year, in Dec 2021, the portfolio was marked to be valued for 70.59 Cr with a fall of 6% from the last quarter.

Cutting short to June 2019, that is the first known quarter to us, the portfolio was valued for a staggering 356.94 Cr with a positive gain of 13% from the last quarter. You must even note that this is the highest value the portfolio has ever reached.

Shivani Tejas Trivedi Portfolio – Conclusion

Portfolio of Shivani Tejas Trivedi is a great example to the new comers who plan on making big in the Indian Share Market.

The portfolio shows clear signs of consistent performance through acute analysis, epic persistence and unhindered patience.

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