Shivani Tejas Trivedi Portfolio: Stocks and Holdings
Who Is Shivani Tejas Trivedi and What Does Her Portfolio Look Like?
Shivani Tejas Trivedi is an individual investor whose public shareholding shows up in Trendlyne’s Superstar Portfolio tracker, which follows big investors who own more than 1% of a listed Indian company. Her disclosed portfolio is worth Rs 614.6 crore across 9 stocks, and it dropped 21.81% in value this past quarter.
That is a sharp fall, and it is worth understanding before looking at anything else. A large chunk of her portfolio sits in one sector, so a rough quarter for that sector can move the whole number a lot. Let’s break down what the filings actually show.
Portfolio Snapshot
- Total disclosed portfolio value: Rs 614.6 crore
- Change this quarter: down 21.81%
- Number of disclosed stocks: 9
These numbers only reflect the holdings large enough to trigger India’s 1% shareholding disclosure rule under SEBI regulations. Any stakes below that threshold, along with mutual funds, bonds, real estate, or cash, don’t show up here.
Sector Allocation: A Heavy Pharma Tilt
Shivani Tejas Trivedi’s portfolio is concentrated almost entirely in one industry.
| Sector | Weight |
|---|---|
| Pharmaceuticals & Biotechnology | 81.49% |
| Hardware Technology & Equipment | 8.22% |
| Chemicals & Petrochemicals | 6.32% |
More than four out of every five rupees in this disclosed portfolio sits in pharma and biotech stocks. That is an unusually concentrated allocation. Most financial advisors would call this high conviction, high risk investing, since the fortunes of the whole portfolio are tied closely to how one industry performs.
Top Holdings
The three largest disclosed positions make up the bulk of the portfolio’s value.
| Stock | Value (Rs crore) |
|---|---|
| AstraZeneca Pharma India | 500.86 |
| D-Link India | 35.74 |
| Ultramarine & Pigments | 23.14 |
AstraZeneca Pharma India alone accounts for roughly 81% of the entire disclosed portfolio value. AstraZeneca Pharma India is the Indian listed arm of the global pharmaceutical company AstraZeneca, and it is a well-known name in the domestic pharma space. D-Link India is known for networking hardware like routers and switches, which explains the hardware technology sliver in the sector mix. Ultramarine & Pigments makes chemicals and pigments used in industrial applications.
Recent Portfolio Moves
The latest quarterly filing shows one disclosed change in position.
Recently bought: Ultramarine & Pigments, with the stake rising by 2.08%.
There are no recently disclosed sales in this filing period. That said, “no sells disclosed” only means no sale crossed a reporting threshold big enough to require a new filing. It does not necessarily mean zero shares were sold.
What This Concentration Suggests
A portfolio this dominated by one holding and one sector tells a story about conviction. When over 80% of disclosed value sits in a single stock like AstraZeneca Pharma India, that position is likely a long-held, deeply researched bet rather than a recent trade.
This kind of concentration cuts both ways. If the sector does well, the portfolio can outperform broader market averages by a wide margin. If it struggles, as this quarter’s 21.81% decline suggests may have happened, the drop shows up fast and hard because there isn’t much diversification to soften the blow.
Pharmaceuticals as a sector carries its own set of considerations: regulatory approvals, export market dynamics, patent cycles, and pricing pressure from health authorities can all move stock prices independent of a company’s day-to-day operations.
The smaller positions in this portfolio, D-Link India and Ultramarine & Pigments, add some diversification, but they are still tiny compared to the AstraZeneca stake. Together they make up less than a fifth of the total value. That means even if both of those stocks had a great quarter, they would not be able to offset a rough quarter for the pharma holding.
This pattern, one dominant position surrounded by smaller satellite holdings, is common among long-term investors who built a large stake in a company years ago and have simply let it grow, rather than actively trading in and out of it.
How Superstar Portfolio Tracking Actually Works
It helps to understand where this data comes from before drawing conclusions from it.
Under SEBI’s disclosure rules, any individual or entity that acquires more than 1% of a listed company’s equity has to disclose that stake to the stock exchanges. Once disclosed, that holding becomes part of public record, and platforms like Trendlyne compile these disclosures into “Superstar Portfolios” that track well-known or large investors.
A few things to keep in mind:
- It’s a partial picture. Only stakes above the 1% threshold show up. Smaller positions, other asset classes, and holdings through family trusts or different entities may not be captured.
- The data lags reality. Filings are typically tied to quarterly reporting cycles, so by the time you see a number, the investor’s actual position may have already changed.
- Entry price is unknown. A stock’s current value in the portfolio doesn’t tell you what price it was bought at or how much profit or loss has actually been booked.
Should You Copy This Portfolio?
Seeing a stock in a well-known investor’s portfolio is not the same as a buy recommendation. Position sizing, risk tolerance, and time horizon differ hugely from one investor to another.
Use this kind of data as a starting point for your own research, not a shortcut around it. Look at the company’s fundamentals, its competitive position, and whether the valuation still makes sense today, since the investor may have bought in at a very different price months or years ago.
Key Takeaways
- Shivani Tejas Trivedi’s disclosed portfolio is worth Rs 614.6 crore across 9 stocks, down 21.81% this quarter.
- Pharmaceuticals & Biotechnology makes up 81.49% of the portfolio, an unusually concentrated allocation.
- AstraZeneca Pharma India is the single largest holding at Rs 500.86 crore.
- The only recently disclosed move was an increased stake in Ultramarine & Pigments.
- This data reflects only SEBI-disclosed stakes above 1% and lags real-time positioning.
- High concentration in one sector raises both potential returns and potential volatility.
Frequently Asked Questions
What is Shivani Tejas Trivedi’s total portfolio value?
Her disclosed public shareholding portfolio is worth Rs 614.6 crore, spread across 9 listed stocks as per the latest quarterly filings tracked by Trendlyne.
Why did the portfolio value fall by 21.81% this quarter?
The filings don’t state a reason directly, but with over 80% of the portfolio concentrated in pharmaceuticals and biotechnology stocks, a decline in that sector’s share prices would have a large impact on the total portfolio value.
What is the biggest stock holding in this portfolio?
AstraZeneca Pharma India is by far the largest position, valued at Rs 500.86 crore, which is about 81% of the entire disclosed portfolio.
Does this data show every stock Shivani Tejas Trivedi owns?
No. It only shows stakes that cross India’s 1% shareholding disclosure threshold under SEBI rules. Smaller holdings and other investments are not captured.
Is it a good idea to buy stocks just because they appear in this portfolio?
Not on its own. These filings don’t show entry price, holding period, or the investor’s broader financial goals, so any stock here should be researched independently before making a decision.
