Veteran fund manager Sunil Singhania is making waves again as his firm, Abakkus Asset Management, reveals a strategic portfolio update for the first quarter. Data indicates that the firm has initiated new positions in Afcom Holdings and TTK Healthcare, both of which have demonstrated significant market momentum.
Beyond the new acquisitions, the firm has signaled confidence in existing bets by scaling up stakes in Arvind Fashions and Cyient DLM. These adjustments highlight a targeted approach to capital allocation, favoring companies that align with Abakkus’s specific growth criteria.
Strategic Portfolio Cleanup
Not every asset made the cut this quarter. Singhania’s team systematically reduced exposure to five separate companies, effectively exiting those positions to optimize the fund's concentration. This routine pruning is a hallmark of the firm’s disciplined investment philosophy.
Investors tracking the portfolio are taking note of the rapid appreciation in some of these new additions, with certain assets logging gains as high as 93% throughout the early part of 2026. Whether this strategy will yield long-term Alpha remains a focal point for the retail investor community.
