Thanks for your interest in my thread
Beginning this year as there was evident froth in mid/small cap space, I started shifting my weight to large caps, namely hdfc bk, Asian paints, and pel. I had a high stake in pharma earlier since it is taking more time to recover, I have been reducing it’s stake for some time(got rid of Shilpa, Ajanta) primarily due to poor performance. I borrowed the idea of Hikal due to its reasonable valuations and its multiple verticals of pharma, agri and vet space. I was very disappointed with Thirumalai chemicals as it’s fall is too fast and deep. So got out of it as there may be some unknowns. The similar price action of Avanti is disconcerting but I am holding on to it as I am confident about the management and it’s execution capability although the sector has near-term headwinds. I got out of skipper as I had entered at a higher price point and the stock was on the downhill course. I have reentered my old favorite nesco as their next phase of development is on schedule and good fundamentals and stable ok valuations. Also entered Tiger logistics(I wanted to be in logistics due to GST and other sectoral tailwinds) as it has better valuations compared to other logistics companies and it is promoted by first generation entrepreneur and their funda are ok. Also started inv is KRBL because of good valuations and consumption will be a theme that will benefit in a bear(?) market. My top 5 remains the same though the percentage has changed due to price action and some profit booking due to the deadline for LTCG benefit for tax purpose.