Goldman Sachs Portfolio (2026)

Goldman Sachs’s Bulk and Block Deals

Bulk and block deals improve market transparency and explain sharp changes in stock volumes. When a large institutional investor like Goldman Sachs executes these transactions, it signals a deliberate shift in portfolio positioning or a fresh capital deployment decision. Tracking these deals helps analysts and investors understand which sectors Goldman Sachs is moving into or stepping back from, and how its overall India strategy is evolving.

Here's how you can find the latest bulk and block deals by Goldman Sachs India Limited:

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

The results display Goldman Sachs India Limited's latest bulk and block deal activity across BSE and NSE. The platform also allows date filtering to review historical transactions and identify patterns in Goldman Sachs's capital deployment over time.

Investor Profile – Goldman Sachs

Goldman Sachs is one of the world's most influential investment banks and financial services firms. Founded in 1869 by Marcus Goldman in New York City, the firm has grown from a small commercial paper brokerage into a global financial powerhouse operating across investment banking, asset management, global markets, and wealth management. It ranks 23rd on the Forbes Global 2000 list as of 2024 and manages approximately $2.8 tn in assets under supervision globally as of mid-2025. Goldman Sachs has been serving clients in India since the 1980s and formally established an onshore presence in Mumbai in December 2006. Today, its India operations span three cities, employ over 10,000 professionals, and represent the firm's second-largest presence in the world after its New York headquarters.

1. Name: Goldman Sachs India Limited
2. Type: Global investment bank and financial services firm
3. Founded: 1869 (India onshore presence established in December 2006)
4. Headquarters: New York City, USA (India offices in Mumbai, Bengaluru, and Hyderabad)
5. CEO: David Solomon (Global); India operations led by Sonjoy Chatterjee
6. India portfolio net worth: Over ₹8,402.2 cr. (as per latest public shareholding filings)
7. No. of portfolio companies: 48 publicly disclosed stocks
8. Primary focus: Large-cap Indian equities across financial services, consumer, technology, and healthcare sectors
9. Global AUM: Approximately $2.8 tn (as of mid-2025)

Goldman Sachs India Limited publicly holds stakes in 48 stocks as per the latest corporate shareholding data filed with Indian stock exchanges. Among its largest disclosed positions are leading private sector banks, technology companies, and consumer-facing businesses that reflect India's long-term structural growth story.

Beyond its listed equity holdings, Goldman Sachs has also deployed over $8.5 bn in India's private markets since 2006, spanning private equity, infrastructure, and private credit transactions. This combination of public market investing and private capital deployment makes Goldman Sachs one of the most comprehensively invested foreign institutional investors in India.

Top Stocks in Goldman Sachs Portfolio (2026)

Amber Enterprises Ltd

Amber Enterprises operates as India's largest room air conditioner contract manufacturer, producing components and finished units for leading consumer electronics brands. The company benefits from rising domestic demand for cooling appliances, the government's PLI scheme for white goods, and a growing shift toward localised manufacturing across the HVAC industry.

Navin Fluorine International Ltd

Navin Fluorine operates in speciality chemicals and fluorination, supplying high-performance compounds to agrochemical, pharmaceutical, and refrigerant industries. The company runs a high-value CRAMS business serving global innovator clients and continues to expand its speciality fluorochemicals capacity, positioning itself as a key player in India's growing speciality chemicals export story.

Sai Life Sciences Ltd

Sai Life Sciences operates as a contract research, development, and manufacturing organisation serving global pharmaceutical innovators. The company supports drug discovery, process development, and commercial manufacturing across its integrated facilities. It benefits from rising global demand for outsourced pharmaceutical services and India's strong positioning as a cost-competitive CRDMO destination.

TD Power Systems Ltd

TD Power Systems designs and manufactures AC generators and electric motors for industrial and power generation applications. The company supplies to sectors including oil and gas, power plants, and industrial machinery both domestically and globally. Rising capital expenditure across energy and infrastructure sectors supports sustained demand for its high-value electrical equipment.

Home First Finance Company Ltd

Home First Finance provides affordable home loans primarily to first-time buyers in semi-urban and urban markets. The company targets salaried and self-employed customers who remain underserved by traditional banks. India's housing shortage, government support for affordable housing, and rising homeownership aspirations among middle-income households drive the long-term growth opportunity for the company.

How to Invest in Goldman Sachs Portfolio Stocks?

Here's how you can invest in Goldman Sachs portfolio stocks using Tickertape -

1. Create an account on the Tickertape or log in if you already have one.
2. Open Goldman Sachs Portfolio Screener
3. Filter stocks based on 200+ parameters. Tickertape provides comprehensive data on each stock, including financials, performance metrics, future projections, red flags, and more. You can review this data to assess each company's financial health and potential in depth.
4. Once you've decided on a stock, you can place a buy order through your brokerage account linked to Tickertape.

You can stay updated with each of your favourite stocks' alerts and announcements with Tickertape Alerts. Further, you can analyse your overall portfolio and potential red flags in it by connecting it to Tickertape. Check out the detailed analysis of your portfolio now!

What is the Net Worth of Goldman Sachs?

According to the latest corporate shareholding data filed with Indian stock exchanges, Goldman Sachs India Limited publicly holds stakes in 48 stocks. Its publicly disclosed equity portfolio carries a net worth of over ₹8,402.2 cr. as per the most recent filings for the quarter ending December 2025. This figure covers only Goldman Sachs India Limited's listed equity investments in India and does not account for its private market deployments, which separately exceed $8.5 bn since 2006. The portfolio value changes every quarter based on market price movements, new additions, stake increases, and selective exits across its holdings.

Conclusion

Goldman Sachs follows a research-driven, macro-aware approach to investing in India. It builds positions gradually, diversifies across high-growth sectors, applies valuation discipline, and regularly rebalances its portfolio based on business performance and market conditions. Its dual presence across public equities and private markets further reflects the depth of its long-term commitment to India's economic growth story.

However, investors should not copy or follow any institutional investor's portfolio, no matter how reputable or well-resourced it may appear. Every investor has different goals, risk tolerance, and time horizons. Investors should always conduct their own research and, if required, consult a qualified financial advisor before making any investment decisions.

For independent analysis, investors can use the Tickertape Stock Screener, which offers 200+ filters to analyse stocks across fundamentals, valuations, and financial health. Investors can also track major stock activity and institutional investor movements using Tickertape Market Movers.