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Vijay Kedia Portfolio 2026

Kedia Securities

Vijay Kedia is a Mumbai-based investor renowned for spotting emerging smallcaps early and holding through the compounding. His "SMILE" framework and candid market commentary have made him one of India’s most-followed retail-investor icons.

Tracked holdings
8
Sectors
6
Disclosed value
₹967 cr
As of
Q4 FY26
Investing style

SMILE — Small in size, Medium in experience, Large in aspiration, Extra-large in market potential.

Known for
  • Multiple 50x+ smallcap multibaggers
  • The "SMILE" investing framework
  • Widely followed market educator

Vijay Kedia's notable stock holdings

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CompanySymbol
Tejas NetworksTEJASNETFlagship
Atul AutoATULAUTOMultibagger
Patel EngineeringPATELENG
Elecon EngineeringELECON
Talbros AutomotiveTALBROAUTO
Om InfraOMINFRAL
Precision CamshaftsPRECAM
Reliance Industrial InfrastructureRIIL

Sectors Vijay Kedia is invested in

Telecom EquipmentAutomobileConstruction / InfraCapital GoodsAuto AncillaryInfrastructure

Vijay Kedia portfolio — FAQ

What stocks does Vijay Kedia hold?

Vijay Kedia's notable disclosed holdings include Tejas Networks, Atul Auto, Patel Engineering, Elecon Engineering, Talbros Automotive, Om Infra, Precision Camshafts, Reliance Industrial Infrastructure. These are compiled from public NSE/BSE shareholding filings and reflect well-documented positions, not a complete or real-time portfolio.

What is Vijay Kedia's investing style?

SMILE — Small in size, Medium in experience, Large in aspiration, Extra-large in market potential.

How big is Vijay Kedia's portfolio?

Publicly-disclosed holdings tracked around ₹960–970 crore (Mar 2026 quarter). Figures change every quarter as shareholding patterns are refiled.

Where does this Vijay Kedia holdings data come from?

From quarterly shareholding patterns filed with NSE and BSE, where any shareholder owning more than 1% of a company is named publicly. It is information, not investment advice — verify on the exchange before acting.

Other investors to track

Holdings are compiled from public stock-exchange shareholding disclosures and reflect notable, well-documented positions — not a complete or real-time portfolio. Stakes change every quarter. This is information, not investment advice; verify on NSE/BSE before acting.