Vijay Kedia Portfolio Check: 10 stocks surge up to 44% — plus 5 fresh picks

Investors often track the portfolios of seasoned market veterans for insights. In this context, ETMarkets reviewed the investment holdings of veteran investor Vijay Kedia. According to the latest available data for the March 2026 quarter, Kedia has publicly disclosed stakes in around 22 companies, with a combined market value of approximately Rs 1,323 crore as of May 8. This marks an increase of 13% from Rs 1,170 crore recorded in December 2025.In terms of CY26 price performance, the portfolio delivered mixed results, with 13 stocks posting positive returns, while the remaining holdings registered losses. ETMarkets has highlighted 10 stocks that gained between 10% and 44%. The analysis also points to five new additions made during the March 2026 quarter. (Data Source: ACE Equity, Trendlyne)

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