Porinju Veliyath Portfolio: 2 Microcap Stocks in Which the Ace Investor Bought Stakes in Q4

Synopsis: Veteran investor Porinju V Veliyath made two fresh additions to his publicly disclosed portfolio during the January-March 2026 quarter, picking up positions in Shigan Quantum Tech and R K Swamy.

Veteran investor and smallcap specialist Porinju V Veliyath made two fresh additions to his publicly disclosed portfolio in the January-March 2026 quarter. According to the latest corporate shareholding data filed with stock exchanges, Porinju entered Shigan Quantum Tech and R K Swamy for the first time during this period. Both stocks were new entries with no prior holding recorded in December 2025, reflecting his continued appetite for under-researched smallcap names with long-term re-rating potential. 

Shigan Quantum Tech

Shigan Quantum Technologies is an automotive technology company focused on alternative fuel systems and EV-related components. The company manufactures CNG, LNG, hydrogen fuel system parts, fire safety systems, and electronic components for automotive OEMs. It also provides electronic manufacturing services (EMS). Based in Gurugram, the company is positioned around clean mobility and sustainable transportation solutions, serving automotive, marine, locomotive, and industrial sectors. 

As per the filings, Porinju picked up 2,35,500 shares of Shigan Quantum Tech, with a holding value of ₹1.9 crore and a portfolio allocation of 1.2%. The stock is marked as a fresh entry, with no prior holding recorded in the previous quarter, making it a new bet by the fund manager in the technology space.

R K Swamy

R K Swamy is one of India’s oldest integrated marketing and advertising groups, founded in 1973. The company offers advertising, media planning, digital marketing, market research, data analytics, and customer experience solutions. Through its integrated model, it serves sectors such as BFSI, FMCG, automotive, retail, and healthcare. The group is known for combining creative advertising with analytics and martech-driven marketing solutions. 

Porinju acquired 6,25,000 shares of the firm, with a holding value of ₹5.7 crore and a portfolio allocation of 1.2%. This too is a new entry, indicating a fresh interest in the consumer services segment.

Overall Portfolio

As per the latest corporate shareholdings filed with the exchanges, Porinju V Veliyath publicly holds 18 stocks with a net worth of over ₹259.7 crore. His portfolio continues to lean toward small-cap and midcap names across sectors, consistent with his long-standing investment philosophy of identifying deep-value opportunities in businesses that the broader market has largely overlooked.

Investors closely track Porinju’s shareholding disclosures as a signal of emerging themes and undervalued pockets in the market, particularly in the sub-₹500 crore market cap space where institutional coverage remains thin.

About Porinju V Veliyath

Porinju V Veliyath is the founder and portfolio manager of Equity Intelligence India, a Kochi-based Portfolio Management Services (PMS) firm. Known for his contrarian small-cap bets, he is one of the most followed retail-facing investors in the Indian equity markets.

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