there's a person you can see on the screen can you guess who he is well he's Mr moish PAB an indian-american businessman and one of the most successful value investor with current net worth close to around $2 billion he's also an author of very interesting book on investment the dando investor he's a huge follower of Mr Warren Buffett and has admitted that he has replicated Warren Buffett investment strategies he says that I'm a Shameless copycat of course it won't be that easy he might get the ideas from Warren Buffett investment strategies but I'm sure he understand the business in detail before taking a bet but the point here is if you follow right set of people you can get many multibagger ideas and that's where I want to discuss top fund houses and investors I follow in my own investment journey to get ideas for investment then of course I deep dive into the business to identify the potential so what I've done is I've created three categories of investors first is fii that is foreign Institutional Investor second is di that is domestic Institutional Investor and third is hni that is high netw worth individuals I keep a close eye on few selected FIS dis and hnis to identify which stocks they have added in their portfolio where they are increasing their allocation and where they are reducing allocation here please note that I only focus on institutions or individuals that have a long-term investment mindset I filter out those who frequently buy and sell stocks just to take benefit in in short term overall there are around 15 fisd hnis in total that I track closely please note that there are many of Institutions and individuals but I have narrowed down to 15 names after a good few years of close tracking it include five FIS 6D and 4 hnis in this video I'll share how you can also track their investment and how you can identify multier ideas but please note that identification of a multier idea is only the first step you need to Deep dive into the business to understand the potential and build confidence before investing your money plus you don't need to buy every company fi di or hni are buying there's no guarantee that they are always right having said this it's a great way to identify fundamentally strong companies across categories now discussing all 15 names and their stock holding would make the video very long so what I've done is I divided this video in three parts this is the first part where we will discuss five FIS that I closely follow I look at their portfolios in the second part we'll discuss top fdis and then in the third part we'll discuss the top hnis all right let's get started all right so the first fi that I track very closely is MIT now MIT needs no introduction it's world number one University especially for technical courses they also have an arm that invest across the world including Indian market where they have got around 7,000 crores plus of investment in listed indan companies with more than 1% holding please note that if a company or an hni has got more than 1% holding then only its name is visible so there might be a case where MIT hold less than 1% Stak in company but that is not visible but anyways in uh company has got more than 7,000 CR of investment in Indian listed company with more than 1% holding now the question is how do you get this list so basically there are two platform that you can use one is screener where you can get the list and second is on trend line I'll show you both first there's a link on this screener uh that anyways I'll share in the description section for all the five FIS so you can access it directly uh how to get the list of stock holding right so if you click on this you will get a particular screen like this and uh this is where you will get access to all the stock that are part of MIT portfolio so this is on screener website so on top you can see something called bul deal then you've got blog deals and then you've got shareholding so last time company was involved in bul deal was in 2023 where it sold Mac power CNC in August 23 it purchased CMS info system 26 lakh shares at average of 356 today it is trading at more than 500 rupee if you recall I've also done a detailed video on CMS infosystem then it purchased Fusion microf Finance new genen software but that was long back then you can see if few block deal as well if you scroll down you'll get the entire shareholding pattern please note that this data is available only till September 17 so there might be a case where the company is holding the stock even before that anyways so for example you've got company called accuracy shipping but company invested in March 2020 but then it consistently reduced this St by September 23 and it seems it has exited this company then there's a company called action construction equipment which is also making a lot of Buzz these days and uh company uh your MIT increased the stake in the company for a few quarters and then there's a slight reduction please note that there might be a case where the June 2024 sharing is not visible because a lot of companies have not declared their June holding so in that case we'll take the latest holding as March 2024 then uh you've got names like Antony waste which is also making a lot of Buzz especially in the recycling space and MIT identified it in December 2020 in fact it increased the stake in the company then uh there's another name barbecue Nation where that where company invested in September 2021 so it's been nearly 3 years and uh company is holding the stake in barbecue Nation then there's a company called Calcom Vision that your MIT invested in March 2022 so it's been again uh close to 2 and a half years and uh if you click on Calcom Vision you'll know that it's just 192 CR company so basically MIT also invest in micro cap companies then there are a few more names but then if you look at it it has reduced allocation or sold them completely uh for example there's a name called CMS infos system where MIT entered in September 2023 so it is one of their recent investment and uh although there's a slight reduction in stake but it is still holding a significant uh part since last three quarters and of course June will we are uh yet to know what has happened then there's a company called Dishman carbogen that it is holding in fact it has increased the stake in last few quarters then you've got equitas holding uh it was part of its portfolio but then it got merged with equitas small Finance uh which so basically from here it is showing that but again company has reduced take there then it's got Everest industry here it has increased the stake and now it is 9.88% then you've got Fair cam Organics where companies consistently holding Stak since uh last 2 three years then you've got Global spirit that it is consistently holding since last few years in spite of sharp correction then it has got Gujarat uja that it is holding since last four years almost that has got Hitachi so Hitachi energy has created humongous wealth for the investor but if you look at it your MIT identified this company way back in September 2020 created a lot of wealth and in last week quarter it has reduced take and now completely exited right so try to understand what they are doing they're identifying companies when they're available at very low valuation and they EX exiting when the valuation become over stretched then they even have IEX in their portfolio they increased allocation then they deduced it but recently if you look at it they've increased allocation in ex again then they've got itd cementation now recently they've invested in a new company called JG chemical that was in March 2024 so you can click on it and uh you can you know uh detail you can understand what is this company All About by the way it is less than 1,000 CR market cap sit so into your chemical segment then uh that it has got allocation in calary seeds and long Ki industry it invested long back but it exited now interestingly your kpit technology MIT identified long back in June 2020 where it invested 2.33% stake that it increased to 3.11 just to give you a sense of what we are talking about kpit in June 2020 used to trade at the levels of 50 rupee from there today it is at 1,800 plus so basically your MIT has made more than 30 times return on the company and that's what is called wealth creation uh what a fantastic wealth they've created and they're still holding kpit have not changed any stake since last nearly four plus years then they've got matrimony.com in their portfolio with very high allocation now very interesting case study is Newen software that they identified long back where in the you know they identified it in your September 2020 sorry June 2020 where they invested 1.58% stake then they increase the state to 1.6% and one of the most interesting aspect is that during this phase they increase the allocation now this is a very interesting case study if you look at it during this phase between June 22 to September 22 let me just share uh New Gen share price uh Journey between June 22 to September 22 company was trading near its alltime low and if you recall I've also done a detailed analysis on Newen I've been showing my confidence since a long but I also discussed it long back but then even from my levels it fell down nearly 30 35% and I remember a lot of people abusing me you know they said this is one of the worst to pick and this is when MIT increases take by two and a half times now tell me how many of you would have the courage to buy the company at this level this is where your knowledge and conviction comes into picture your companies like MIT have this kind of in-depth knowledge and the confidence and that's where when the stock was at its bottom they increased the allocation and still holding your 4.14% stake and that's what makes the difference a lot of people have this tendency when the stock does not perform well they tend to sell it or they lose patience but this is the opportunity if you invest in good companies it creates opportunity and look at the kind of wealth uh MIT is created with New Gen especially after they increase the allocation by two and a half times right then they've got niit learning in their portfolio and then they've got Orit Pharma but then it seems they've reduced or probably exited because March holding is not there ready Co Katan again a huge wealth Creator they identified long back but then they have reduced the stake in the last few quarter ramakrishna foring again a huge wealth Creator they identified long back but then recently they've reduced this location so if you make an inference out of it one of the biggest inferences MIT invested in Indian market long back and over the last few quarter it is actually reducing stake and one of the biggest reason in my opinion is the overvaluation of the Indian market and that's where it looks like they are you know booking profit and there's nothing wrong because they invested long back made a lot of money and now they booking slight profit out of it then they've got Readington in their portfolio Al slight reduction sat Credit Care they invested long back but they have reduced allocation then there's a company called sbfc finance that they identified recently so probably worth uh doing a analysis then showman logistic is also there part of portfolio star health is there then they've got watk wabak they identified long back which is making a lot of Buzz these days but it seems they exited so they may also make this mistake of exiting early uh which is again a part of the journey then they've got wpil where they're holding 5% stake so what I've done is I've created an an Excel sheet where uh basically I have identified stocks where MIT has increased the stake or made it constant or there's a slight reduction so basically I've removed stock where company has consistently reduced St over the period of time and there are quite a few stock uh you've got Anthony waste barbeq Nation Calcom Vision Dishman carbogen Everest industry Fair cam Globus I ex Cav seat kpit matrimony Newen nit radico Katan Snowman staral wpil you can also see the market cap so majority of them are small cap companies you can also see the stock when they have added in their portfolio and their holding which is latest please note that we are talking about latest holding as of 16 July some of the companies have not declared July shareholding so in that case we have taken March holding now interesting part here is the new edition in the portfolio in the last few quarters and one of them is CMS infosystem that we have already discussed in detail JG C is again their latest uh investment and then there's a company called sbfc finance that they've added so this is the analysis of uh MIT again there are few stocks that probably needs a in-depth analysis so maybe if you can uh if you want me to discuss any company in detail you can uh mention it in the comment next company in the list is your F Goldman saxs that I track very closely uh this is the second fi so basically Goldman Sachs has got an India Equity port portfolio again Goldman Sachs do not require any introduction one of the world's biggest Investment Banking firm that manages a total amm of $2.8 trillion it's not billion it's trillion dollar I mean Indian GDP is around $4 trillion right so that's the kind of scale Goldman operates in uh as far as Indian market is concerned with more than 1% holding it has got around 8,000 CR worth of investment again like I said I've I'll provide the link of the screener uh on the uh in the description section apart from this I also mentioned that you can find the detail on trend line so how do you do that basically when you visit trendline website Trend line.com on top there's a section called Superstar uh when you click on that you'll get the details like individual investor institution investor fi so today we are talking about fi you can see the top fi is go government of Singapore and uh then you've got a lot of names uh in the list you can also see their portfolio value then number of stocks sectoral preference right which sector they're liking so if you look at it a lot of them like Banking and finance I mean I am personally also inclined towards Banking and finance it auto Pharma these kind of companies and because they've been wealth Creator big time in the past and would continue to create wealth you can also see the top holding in their portfolio stock they they have recently bought then stock theyve recently sold uh you can click on it and can get the detail right so two ways one is on screener second is on your trend line now coming back to Goldman portfolio uh let's have a look at it so Goldman portfolio is right here it's it has recently invested in Arian chemical where it has done bulk deal on 27 June 2024 purchased 6 shares at 658 then also invested in car trade technology on 24th June 2024 where purchase 6 lakh share at 828 spand spti again they purchased on 18 June then uh they sold a few shares as well and again you can go through the details uh then they've got certain block deals as well where they purchased a landmark car on 23rd June 23 and uh so on and so forth now if you look at the shareholding pattern of Goldman Sachs it has got Amber Enterprise although it was holding it long back but in between it reduced this allocation to below 1% but it has again increased the allocation in Amber Enterprise then You' have got Asian chemical where Goldman is consistently increasing stake in last few quarters then you've got baj consumer that it is holding since many years now uh then you have got car trade technology again this is a very interesting name uh I remember covering this company Long back during its IPO and the share tank badly but uh if you look at it companies like Goldman are actually increasing Stak since last 3 four quarter on a consistent basis probably worth having a look then CMS info system is also part of Goldman portfolio where the they've consistently increased the stake so more than one fi if it is consistently increasing stake then it also gives a strong signal that the company is worth investing obviously you need to Deep dive understand the business and then only you need to take a call then you've got company called ethos where come your Goldman has increased the stake in June quarter as well so identified it three quarters ago and increased the stake recently then youve got gold goal Das export again one of my top pick discussed it a few times and stock has already generated a lot of wealth company your Goldman Sachs has consistently increased the stake in Gokul Das again a very strong signal then you have got Inox India that Goldman has recently identified and uh then you have got IG SEC heavy where Goldman is looking quite bullish then you've got JK lxmi cement as well where Goldman is increasing stake then you've got Jupiter life insurance where Goldman identified it in recently in uh your March quarter or probably in December quarter yeah then you've got cin technology where Goldman is consistently increased the stake then Landmark car is again interesting name I've discussed it in detail where the stock has not done well and probably that is the reason Goldman liked the valuation and added more of landmark car on a consistent basis then it has got Mahindra life then uh Med Plus it has invested in March quarter then has got Newen again it has got nen in the portfolio and uh although the top was three 4% from there in fact 4.5 from there it has reduced take but it's still holding Newen a good quantity that it's got parad Force fit but currently March holding is not visible PNC infra is also part of its list raid G travel again is a very promising name although it has reduced the Stak slightly then uh it has got sjs Enterprise in its portfolio where it has increased the stake on a consistent basis then p sputi is there where it has increased the stake on a consistent basis Sula vineard again we have discussed it in detail where Goldman has consistently increased take so when Farm it has identified recently in March quarter that company called team Le is part of portfolio and Zena technology where your Goldman has consistently increased take over the period of time so if you look at the Excel sheet of Goldman Sachs this is the list of companies that Goldman is holding for a long time and quite bullish and uh it include names like Asian chemical baj consumer cartrid CMS info Galas IG JK lakmi kin Landmark Mahindra life new Jen so basically these names gives you a lot of idea in terms of you know deep dive and figure out where are the opportunities new stocks Amber I'm considering new because they exited long back and again re-entered and consistently increasing stake ethos they identified again in December 2023 Inox India is a late latest investment in March 24 then Jupiter Med Plus and suen Pharma so these are the new stocks where Goldman has recently invested probably worth uh having a look then third fi that I closely track is your Capital group they have got a fund called small cap World fund that invest in the small cap companies across the world including India and again a huge fund house they have got an AM of $2.5 trillion doar in India they have got a holding of more than 40,000 CR in the Indian listed company with more than 1% holding uh you can again go through the detail if you quickly look at uh the screener uh for small cap World fund uh you can see the details of bul deal latest bul deal was on 26 June of Newland lab where they purchased 1.3 lakh shares at 7,400 rupee then they sold NCC AAS they sold it then uh they purchased few stock ad Vision so you can go through this detail and let's go through the shareholding pattern so one company where small Cap Fund is quite bullish is 361 and look at this they identified it in September 19 and since then they've increased the stake big time I remember covering uh 361 when I did the video on the wealth management sector of India and it was uh part of that list then it has got AAS although small cap World fund has consistently reduced the stake although they reduced it to 1.25 but in last two quarter they've again increased the stake then Adit division they've invested uh nearly 8% stake in March 24 then agis logistic although they've reduced the stake then then they've got anupam Ras where theyve they're holding uh 2.8% Stak since a long time although slight reduction but still holding it since few quarters then they've got APL Apollo although they've slightly reduced the stake so one trend is there a lot of companies have reduced the stake and one of the reason I could understand this obviously the Indian markets are trading at a higher P multiple so probably they are they' booked some profit then they've got aptus value they've increased the stake big time so clearly small cap World fund is showing a lot of confidence in apas value housing again I remember discussing it long back last year when I discussed the entire housing France uh affordable housing Finance sector of India that has increased take consistently in esta DM Health then you have got Au small Finance then uh you have can Bank interestingly they invested uh a few quarters few years ago in December 21 and since then Canada bank has generated a lot of wealth they're still holding it 1.44% since few quarters apart from this uh it has got charot Hotel there where they invested in March quarter cha mlam they invested long back but they're slightly reducing the stake City Union bank again PSU where they in invested long back and in fact increased the stake and they've they also had sameus info but they probably sold it so it's not showing in the latest holding kof Forge is part of their portfolio uh then they've got uh dilip buildcon then ento Health where they invested in March quarter then festar business is part of the list Glenmark farma is there then you have got sdfc AMC next is home first Finance where uh they invested in December quarter so again sort of recent uh purchase honasa consumer is also part of the list IFL Finance is there where the consistently increasing stake in spite of what has happened recently with their gold loan business apart from this they've got few other stocks like lot of lab where they're consistently buying stake against the popular opinion of retail investors where they basically hate this company because it's been a well destroy in last two three year but on the contrary companies like small cap are consistently increasing Stak so that shows the confidence then MC is there Max Financial is is there Max Healthcare is there mrf is there then Newland lab is one of the latest investment in latest June quarter then Pratap snack they've reduced the stake uh redo Katan and ramakrishna forging is also two new stocks that they identified few quarters ago apart from this CIS is part of their portfolio then tanla platform is they holding consistently Al slight reduction in stake but still a significant allocation tiag rail is there tube investment is there so so this is the list of uh small cap World fund again uh a quick summary if you want you can see this is the list of companies that they're holding for long and some of the new stocks that they've added is AD Vision EST DM shallot Hotel home first honasa then Inox NCC Newland lab PB fintech redo ketan RK forging okay before we proceed with the fourth fi just wanted to inform you that if you are someone who is a long-term investor and do not get a lot of time for your research then I have got a weekly series where I spend nearly 8 10 hours a day and keep a close eye on the macro event and share my knowledge with you all I I also share stocks where I'm investing my money and you know themes and stocks where I'm bullish on again it is not a buyer sell tip this is only to give you a direction and share my own conviction with you all if you are interested you can visit my website ca.in uh or so I'll just show you uh this is the website you can click on the courses and you can uh get the details this is the weekly video series apart from this you can also go to my channel and there's a join button and if you click on that you can uh get the same videos on uh YouTube as well so uh only for long-term investor please if you are a Trader this is of no use uh now moving on to the fourth name we have got nalanda capital in the list that I track closely it is basically founded by Mr pulak Prasad who is an IT Delhi and I'm aabad alumina and has work experience expence with McKenzie and warug pinkas now he's also author of very interesting book on investment what I learned about investing from Darwin so this is one book that if you are uh Enthusiast about investment you should uh probably read then uh if you look at the holding of nalanda capital it is holding more than 42,000 CR worth of investment in uh Indian companies and uh if you look at the shareholding uh pattern you've got uh so this is the the stock portfolio of nalanda I'll just skip this bulk deal although recently it's all sell sell so probably they made good money and um booking profit uh because the markets are a bit heated now this is the list they're holding Advanced enzym since your September 2020 uh still holding it uh then they've got alalia contract since June 2016 right and uh they still hold it then they've got AIA engineering again long back in June 16 still hold nearly 9% stake in the company Amar Raja again they invested since September 2017 in fact they increase the stake and today they've got 8.76% holding the next stock is sah sanitary wear where they are hold holding 99.98% stake again since many years then DB cop part of their portfolio since many years again still hold 9. so this nalanda Capital does not invest 1 2% they've got nearly 89 % kind of holding and not just for few quarters since last many years they are holding the stake a classic example of long-term investing then they've got elg equipment that they invested again in June 2016 and still hold 2.66% stake then they've got g- shipping again making a lot of buz that they invested long back in 2016 today they hold 7.37% stake hav India is part of their portfolio that they still hold infoed again they are uh holding since a long by the way it might happen that they're holding it even before June 16 so we probably don't have enough data for the past but yeah they've got infoed that they invested long back uh then they've got JY Labs again long investment matrimony is Again part of their portfolio then mrf is part of their list nrb bearing is there where they hold nearly 10% stake now one thing if You observe they have not invested in new companies in last few quarter so this gives you a good sense that you know even they probably think that the Indian markets are a bit heated and probably they find opportunity outside India so they've not added much but uh yeah this is one of the takeaway uh the biggest takeaway here is that they are holding the allocation the company not just few quarter since last many many years Rami metal so that gives you a good idea that these companies are worth considering for long-term wealth creation sundram Finance is part of their list then thermix is there again making a lot of Buzz uh they were holding significant Stakes slightly reduced it probably booked some profit TR turbine they're holding since many years now ttk Prestige is part of their portfolio since a long time now vard industry is part of their portfolio since a long time and Vol vtime Transformer this is again one company that has created humongous wealth and they are the one nalanda Capital that they identified in June 2016 so I'll just share the journey I mean look at this it did not create any wealth since they invested in uh June 16 but they held on to their nerve for almost 5 six years how many of you would have that kind of courage and their patience got rewarded and look at the kind of wealth it has created in last 2 three years right so it's all about identifying strong companies and keeping your conviction especially during the difficult times right so if I'll just uh quickly summarize uh the list for nalanda you've got uh these names for long-term holding and they've got no company that they've added recently in their portfolio final fi that I closely track is your Jupiter Asset Management where they fund called Jupiter India fund and this company has got an A of 66 plus billion dollar and in Indian market they are holding investment worth more than 4,000 CR let's have a look at uh the details of Jupiter India fund so they've got baj consumer in their portfolio since uh last few years then they have recently invested in cart tread technology again this is this is the second fi that invested in cart R and uh that that is the latest investment in June quarter with 2.43% allocation then they've got e Hotel again Hotel sector has created humongous wealth they were quite early in identifying this trend where they invested in Mars 22 quar and still holding nearly 10% stake in the company then they've got elpro International ethos they identified long back and holding since last many quarters then they've got fourest health here with significant allocation since last many years then Godfrey philli is also part of the list then gravita India the identified a few quarters ago last year and still holding same allocation then they've got himat Singa C then uh kddl then milk food is there mstc again this is one company we have discussed in detail that they've invested uh in December quarter then Newland lab is the latest investment in latest June quarter so probably worth investing uh you know then there actually another FIS also that invested in Newland lab recently prism Johnson is part of the portfolio Royal ored Hotel again is part of the list since long time then they've got Sula wine that they identified last year and still holding 1.6 we have discussed Sula wine in detail Tasty Bite is part of their portfolio since many years now then they've got ttk Healthcare also as part of their portfolio since many years and yat Hospital is uh the stock that they added in last March quarter if I quickly summarize Jupiter India this is the list that they're holding for a long time baj consumer e elpro ethos Fortis gravita himat sinka pris Royal AR test ttk Healthcare and some of the new Investments include C trate which was in June 24 mstc in March 24 newand lab in latest again in June 2024 Sula wine last year in September 23 and yat Hospital in March 2024 so this is the list uh from my side these five fi uh I think are worth tracking for long-term wealth creation uh now just tell me in the comment what do you think about the list and also tell me which stock from the list you hold in your portfolio in the next part we will discuss the top dis and PMs form that I track closely if you find this video useful do share it within your friends I'll see you next video till then take care