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Atim Kabra Investor Portfolio and Latest Shareholdings (2026)

Atim Kabra is an Indian public equity investor whose portfolio is disclosed through quarterly shareholding filings with stock exchanges. As of the December 2025 quarter, the Atim Kabra portfolio has a reported value of approximately ₹307 cr, reflecting concentrated exposure in a limited number of listed companies. His holdings provide insight into high-conviction, focused allocation within the Indian equity market.

Latest Atim Kabra Stock Portfolio & Holdings (2026)

Atim Kabra Portfolio Stock Screener

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NameStocks (2)↓↓Sub-SectorSub-Sector↓↓Market CapMarket Cap↓↓Close PriceClose Price↓↓PE RatioPE Ratio↓↓1D Return1D Return↓↓1M Return1M Return↓↓6M Return6M Return↓↓1Y Return1Y Return↓↓PB RatioPB Ratio↓↓Return on EquityReturn on Equity↓↓ROCEROCE↓↓Dividend YieldDiv Yield↓↓Debt to EquityDebt to Equity↓↓Volatility vs NiftyVolatility vs Nifty↓
1.Astra Microwave Products LtdASTRAMICROCommunication & NetworkingCommunication & Networking9,772.219,772.211,029.251,029.2563.6563.65-0.21-0.2110.9610.961.511.5166.2266.228.908.9014.8714.8721.6521.650.210.210.390.393.083.08
2.United Interactive LtdUNITEDINTIT Services & ConsultingIT Services & Consulting12.6312.6368.9968.99-1,263.21-1,263.213.903.90-7.40-7.40-23.17-23.17-14.77-14.7715.7915.79-1.24-1.241.231.23--0.000.005.955.95
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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Stock Screener and is subject to real-time updates.

Selection criteria: The table contains publicly disclosed Atim Kabra investment portfolio as on 13th February 2026. Stocks are sorted by market capitalisation, highest to lowest.

Atim Kabra’s Bulk and Block Deals

Bulk and block deals improve market transparency and explain sharp changes in stock volumes. These disclosures help track where large investors deploy capital and which sectors attract or lose interest over time. Analysts often review such deals to understand portfolio shifts and changing market sentiment.


Here’s how you can find the latest bulk and block deals by Atim Kabra:

  1. Open Market Movers
  2. Under Party, type Atim Kabra
  3. Select the relevant Category and Transaction Type

The results show Atim Kabra’s latest bulk and block deals. The platform also allows date filtering to review historical transactions and identify patterns over time.

Investor Profile – Atim Kabra

Atim Kabra is a public equity investor whose holdings are visible through quarterly shareholding disclosures filed with Indian stock exchanges. His investment footprint becomes traceable when his stake in a listed company exceeds 1%, making his portfolio value and ownership percentages publicly available.

  1. Name: Atim Kabra
  2. Profession:Public market investor
  3. Total net worth (₹): ₹307 cr (Estimates derived from latest publicly available shareholding valuations. Actual figures vary with market prices and subsequent filings.)
  4. Portfolio Size: 2 stocks
  5. Known for: Concentrated ownership, high single-stock exposure

As per the December 2025 quarter disclosures, Atim Kabra’s publicly reported portfolio is valued at approximately ₹307 cr. A significant portion of this value is concentrated in Astra Microwave Products Ltd, where he holds a substantial stake, making it the dominant position in his portfolio. He also holds a disclosed position in United Interactive Ltd, though at a comparatively smaller allocation.



Overview of Top Stocks in Atim Kabra Portfolio

Astra Microwave Products Ltd

Astra Microwave Products Ltd designs, develops, and manufactures RF and microwave systems and subsystems for defence, space, meteorology, and telecommunications. Incorporated in 1991 and listed on NSE, the ISO 9001-certified Hyderabad-based company supplies radar electronics, electronic warfare systems, satellite components, and telemetry systems to DRDO, ISRO, and the Indian defence forces under the Make in India initiative.

United Interactive Ltd

United Interactive Ltd operates as an IT and IT-enabled services company based in Mumbai. Originally incorporated in 1983 as Ishwar Textiles Limited and subsequently renamed to Neemtek Organic Products Limited before adopting its current name, the BSE-listed public company is registered in Maharashtra and operates through its subsidiary in trading and investment activities.

Atim Kabra Portfolio Composition

Here are the 2 active stocks publicly held by Atim Kabra as of February 2026:

Company Name June 2025 Holding (%) Dec 2025 Holding (%) Holding Value (₹ cr)
Astra Microwave Products Ltd 3.5 3.5 307.1
United Interactive Ltd 2.1 2.1 27.1 L

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What is the Net Worth of Atim Kabra?

As of the December 2025 quarter, the publicly disclosed value of Atim Kabra’s shareholdings stands at approximately ₹307.43 cr, reflecting the total market value of his listed equity positions where his ownership exceeds 1%. This marks a decline of roughly 6.7% from the previous quarter’s net worth. The bulk of this value is concentrated in his stake in Astra Microwave Products Ltd, with a much smaller holding in United Interactive Ltd also contributing to the overall figure.


Note: It’s important to note that this net worth estimate only includes publicly disclosed equity holdings and does not account for any private investments, unlisted assets, cash, or other personal wealth outside of exchange filings.


Atim Kabra’s Investment Strategy

Research-Driven, Value-Added Long-Term Investing

Atim Kabra's approach draws from over three decades of institutional equities exposure across portfolio management, equity research, and equity sales at global firms, including ABN AMRO Bank and ANZ Grindlays Bank. This foundation shapes a research-first philosophy where deep analysis precedes capital deployment. Astra Microwave Products Ltd formally recognises him as a "value-added long-term investor," a descriptor that defines his style across both public and private markets.

Extreme Concentration in High-Conviction Positions

Kabra maintains one of the most concentrated disclosed portfolios among Indian superstar investors, with just four publicly reported holdings. Astra Microwave Products Ltd alone accounted for over ₹105 crore of his portfolio as of June 2022. This concentration reflects a philosophy built on deep conviction rather than broad diversification.

Defence, Space, and Strategic Technology as Core Themes

His portfolio shows a deliberate focus on India's defence and strategic technology ecosystem. Astra Microwave Products manufactures RF and microwave systems for defence, space, and telecommunications. Premier Explosives produces high-energy materials for defence, space, and mining. Both align with India's defence indigenisation agenda, reflecting a long-term structural conviction rather than a cyclical sector bet.

Investor-Director Engagement Model

Kabra goes beyond passive shareholding. Since 2023, he has served as Whole Time Director for Strategy and Business Development at Astra Microwave Products, formally joining the board after holding shares for nearly two decades. This reflects a broader approach of being a value-added participant who helps businesses scale, not just a financial beneficiary of price appreciation.

Private Equity Thinking Applied to Public Markets

Through Frontline Strategy Limited, which he founded in 2000, Kabra managed two Mauritius-based India-centric private equity funds targeting unlisted SMEs at a pre-venture capital stage. This private markets background informs how he evaluates public equities, consistently looking for businesses at structural inflexion points before the broader market prices in the long-term opportunity.

Patient Holding Through Multiple Market Cycles

Kabra held shares in Astra Microwave for close to two decades before joining its board. Quarterly disclosures show minimal portfolio changes across years, with core positions remaining stable through market cycles. This patience, rooted in deep sector understanding and institutional discipline, is the defining behavioural trait of his investment style.

Learnings From Atim Kabra Investments

Conviction Over Diversification

Kabra's nearly two-decade holding in Astra Microwave shows that concentrated, deeply researched positions can compound far more effectively than a broadly spread portfolio. He does not seek comfort in numbers. His approach suggests that for investors with genuine sector expertise, fewer, better-understood holdings can be a more powerful strategy than diversification for its own sake.

Defence and Strategic Sectors Reward Patient Capital

Premier Explosives delivered over 586 per cent returns on a one-year basis, and Astra Microwave has compounded significantly over Kabra's full holding period. Both are tied to India's defence indigenisation push, which has long gestation periods before market recognition. The learning is that structural sectors linked to sovereign spending can generate outsized returns for investors willing to hold through the wait.

Active Investor Engagement Unlocks Compounding

Kabra's evolution from long-term shareholder to Whole Time Director at Astra Microwave illustrates that investors who contribute strategic value can shape the very companies they own. This model of engaged, value-added investing deepens the relationship between investor and business, potentially accelerating growth in ways that passive capital cannot.

Private and Public Markets Thinking Are Complementary

His experience managing PE funds targeting unlisted SMEs directly informs how he evaluates listed opportunities. He looks for businesses at inflection points, similar to what private equity funds seek before deploying capital. This cross-market lens helps him identify value that shorter-horizon, market-driven investors tend to overlook or exit prematurely.

A Small Portfolio, Held Long, Can Build Significant Wealth

Kabra's disclosed net worth of approximately ₹303 to 339 crore, built largely on four publicly disclosed stocks, demonstrates how very few well-chosen, long-held positions can generate substantial returns. This counters the instinct most retail investors have to keep adding positions. His portfolio is a case study in the compounding power of patience and selectivity over activity.

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Factors Affecting Stock Selection in Atim Kabra Portfolio

National and Strategic Importance of the Sector

Kabra's portfolio is anchored in defence, space, and strategic technology, sectors backed by long-term sovereign spending and India's indigenisation agenda. This structural demand gives his core holdings revenue visibility that most consumer or cyclical businesses cannot offer, making sector positioning itself a primary filter before any company-level analysis begins.

Long-Term Business Viability Over Short-Term Earnings

His holding horizon of nearly two decades in Astra Microwave signals that stock selection is not driven by quarterly earnings or near-term catalysts. He evaluates whether a business can sustain and grow its competitive position over a decade or more, an approach shaped directly by his institutional equity research background, where fundamental, long-horizon analysis was the norm.

Ability to Contribute as an Active Participant

His board-level role at Astra Microwave suggests he selects companies where he can add strategic value beyond capital. His preference for businesses where his global networks and financial markets expertise can accelerate growth indicates he views investing as a partnership, not a transactional exercise, which filters out companies where his contribution would be limited.

Early-Stage Entry in Under-Recognised Businesses

Kabra's private equity background in pre-VC stage companies carries into his public market choices. Companies like Astra Microwave, Premier Explosives, and Alfa Transformers were institutionally under-recognised at the time of his initial entry. He identifies businesses with structural tailwinds before the market prices them in, entering when valuations are still undemanding relative to long-term potential.

Conclusion

Atim Kabra builds his portfolio through deep sector conviction, extreme concentration, and a value-added engagement model that goes beyond passive ownership. His approach shows how institutional research discipline, patient capital in strategic sectors, and active business participation can compound wealth significantly over long time horizons. However, risk appetite, financial goals, and investment knowledge differ for every individual.

Concentrated positions in defence and strategic technology carry their own sector-specific and liquidity risks that may not suit all investors. One should study each company's fundamentals independently before taking any exposure. For deeper analysis, readers can explore stocks using the Tickertape Stock Screener, which provides 200+ filters across financials, growth metrics, and valuation parameters.

Tracking ownership changes and board-level activity through Tickertape Market Movers can also help understand how institutional and strategic investor engagement in niche sectors evolves over time.

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Frequently Asked Questions About the Rakesh Jhunjhunwala Portfolio

  1. Who is Atim Kabra?

    Atim Kabra is an Indian investor and fund manager with over three decades of experience in equities, spanning portfolio management, equity research, and equity sales. He is the Founding Partner of Frontline Strategy Limited and serves as Whole Time Director for Strategy and Business Development at Astra Microwave Products Ltd. His disclosed portfolio is valued at approximately ₹303 to 339 crore based on shareholding filings.

  2. Which are considered Atim Kabra’s best picks?

    The best picks in the Atim Kabra portfolio are usually stocks where she holds meaningful ownership and stays invested over multiple quarters. A few notable companies from this list are:
    1. Astra Microwave Products Ltd
    2. United Interactive Ltd

    Disclaimer: This information is for educational purposes only and should not be considered investment advice.

  3. Where can I check Atim Kabra's latest portfolio?

    You can track Atim Kabra's latest portfolio through quarterly shareholding data published by stock exchanges and market-tracking platforms. Investors can also track portfolio changes, bulk and block deals, and other major stock activity using tools like Tickertape Market Movers.

  4. What is Frontline Strategy Limited?

    Frontline Strategy Limited is an investment advisory and management firm founded by Atim Kabra in 2000. It was the investment manager and advisor for two Mauritius-based India-centric private equity funds: the Strategic Ventures Fund (SVFML) and the India Industrial Growth Fund (IIGF).

  5. Where is Atim Kabra based?

    Kabra has lived and worked across India, the United States (New York region for over 10 years), and Singapore (for over 17 years). He is currently based in India. His international exposure across major financial markets has shaped a global perspective on technology, geopolitics, and economic trends that he applies as a top-down filter in his investment decisions.

  6. Has Atim Kabra invested in early-stage startups?

    Yes. Through CCube Angels Network and Frontline Strategy, Kabra has invested in early-stage companies including Aegeus Technologies, Hyperdata.IO, Inner Being Wellness, and Placio. These angel investments span sectors such as alternative energy, enterprise software, health foods, and student accommodation.

  7. Is Atim Kabra a public figure in Indian financial markets?

    Kabra maintains a relatively low public profile compared to well-known names like Rakesh Jhunjhunwala or Vijay Kedia. He does not regularly appear in mainstream financial media, though he writes and comments on global technology, economic, and geopolitical developments.

Disclaimer: This article is for informational purposes only. The content of the article, including securities/investment products mentioned, if any, should not in any manner be construed as investment advice, recommendation, offer, or solicitation to buy/hold/sell any securities/investment products. The securities quoted, if any, are for illustration only and are not recommendatory. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.