2026 Q1 Portfolio Activity
In 2026 Q1, AMANSA CAPITAL PTE. LTD. maintained a portfolio of 2 distinct positions. They heavily accumulated shares in MAKEMYTRIP LIMITED MAURITIUS, increasing the position by 48.5%. The fund also reduced its exposure to ICICI BANK LIMITED by 20.0%.
Position History
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Total Positions
2
Quarter
2026 Q1
Top Holding
IBN (55.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
AMANSA CAPITAL PTE. LTD. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IBN
ICICI BANK LIMI...
|
Financial Services | 55.50% | 54.75% |
#1
Prev: #1
|
6.0 |
—
|
-1,000,000 | -20.0% |
P
S
|
4,000,000 | $103,600,000 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MMYT
MAKEMYTRIP LIMI...
|
Consumer Cyclical | 44.50% | 45.25% |
#2
Prev: #2
|
8.0 |
—
|
727,609 | 48.5% |
P
S
|
2,227,189 | $83,051,878 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 |
Showing 1-2 of 2 holdings