Theleme India Master Fund Limited
Foreign investor1%+ in 12 companies · ₹3,616 Cr at today’s prices · latest filings Sep 2026
As of Sep 2026, Theleme India Master Fund Limited is a holder of 1% or more in 12 listed companies, with stakes worth about ₹3,616 Cr at current prices. In the latest quarter it added 2 new 1%+ stakes (Asahi India Glass and Aptus Value Housing Finance India) and fell below 1% in 2 companies (LMW and One 97 Communications); it also raised its stake in 5 companies and cut it in 3. Its largest holdings by value are IIFL Finance at 2.79%, Star Health and Allied Insurance Company at 2.03% and Jubilant Pharmova at 2.02%; 5 of the 12 companies are in Financial Services.
Holdings
| Company | Industry | Trend | Dec '24 | Mar '25 | Jun '25 | Sep '25 | Dec '25 | Mar '26 | Jun '26 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | 2.47 | 2.58 | 2.68 | 2.79 | plus 0.11 pp | 764 | ||||||
| Financial Services | 1.99 | 2.00 | 2.00 | 2.03 | plus 0.03 pp | 678 | ||||||
| Healthcare | 1.66 | 1.69 | 1.89 | 2.02 | plus 0.13 pp | 309 | ||||||
| Capital Goods | 2.31 | 2.42 | 2.26 | 1.73 | minus 0.53 pp | 288 | ||||||
| Automobile and Auto Components | – | – | – | 1.01 | New | 287 | ||||||
| Automobile and Auto Components | 1.88 | 1.88 | 1.88 | 1.22 | minus 0.66 pp | 243 | ||||||
| Financial Services | 2.78 | 2.77 | 1.73 | 1.72 | minus 0.01 pp | 227 | ||||||
| Chemicals | 1.68 | 1.76 | 2.42 | 2.44 | plus 0.02 pp | 224 | ||||||
| Financial Services | – | – | – | 1.98 | New | 175 | ||||||
| Financial Services | 2.59 | 2.59 | 2.65 | 3.29 | plus 0.64 pp | 170 | ||||||
| Textiles | 2.48 | 3.01 | 3.19 | 3.19 | 0.00 pp | 153 | ||||||
| Capital Goods | 4.31 | 4.31 | 4.31 | 4.31 | 0.00 pp | 99 |
