Good evening :)
Stocks Collections

Narayana Murthy Portfolio: Latest Stocks and Shareholdings in 2026

N. R. Narayana Murthy is the co-founder of Infosys and one of the most recognised figures in India's technology industry. Often called the "Father of the Indian IT Sector," he has a publicly disclosed net worth of over ₹1,655 cr. based on corporate shareholding filings. This article covers his disclosed stock holdings, portfolio composition, investment approach, and sector exposure, based on publicly available data.

Latest Narayana Murthy Stock Portfolio & Holdings (2026)

Narayana Murthy Portfolio Stock Screener

Narayana Murthy Portfolio Stock Screener: Analyse & Filter Indian Stocks on Tickertape

Showing 1 - 4 of 4 results

last updated at 6:30 AM IST 
NameStocks (4)Sub-SectorSub-SectorMarket CapMarket CapClose PriceClose PricePE RatioPE Ratio1D Return1D Return1M Return1M Return6M Return6M Return1Y Return1Y ReturnPB RatioPB RatioReturn on EquityReturn on EquityROCEROCEDividend YieldDiv YieldDebt to EquityDebt to EquityVolatility vs NiftyVolatility vs Nifty
1.Infosys LtdINFYIT Services & ConsultingIT Services & Consulting4,69,493.794,69,493.791,159.901,159.9015.9515.95-0.67-0.67-0.68-0.68-25.95-25.95-26.13-26.135.035.0331.0731.0739.6339.634.144.140.100.101.881.88
2.Apex Frozen Foods LtdAPEXPackaged Foods & MeatsPackaged Foods & Meats1,395.161,395.16446.45446.45360.51360.51-2.47-2.47-3.98-3.9848.9148.91101.67101.672.822.820.780.782.832.830.450.450.150.154.774.77
3.Arunjyoti Bio Ventures LtdABVLCommodities TradingCommodities Trading103.07103.075.535.53-22.65-22.65-1.25-1.25-31.34-31.34-33.85-33.85-25.27-25.273.183.18-10.78-10.78-5.70-5.70--0.810.814.344.34
4.VSF Projects LtdVSFPROJConstruction & EngineeringConstruction & Engineering55.8955.8933.9933.99-127.01-127.013.913.91-15.02-15.02-19.40-19.40-36.68-36.680.570.57-0.39-0.39-0.15-0.15--0.610.614.434.43

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 the publicly disclosed Narayana Murthy investment portfolio as on 21st May 2026. Stocks are sorted by market capitalisation, highest to lowest.

Narayana Murthy's Bulk and Block Deals

Bulk and block deals provide market participants with greater transparency about significant transactions. A bulk deal occurs when the total quantity of shares bought or sold in a single transaction exceeds 0.5% of the company's total equity shares. A block deal involves a minimum transaction of 5 lakh shares or a minimum value of Rs. 10 cr., executed through a separate trading window.


Here's how you can find the latest bulk and block deals by Narayana Murthy:

  1. Open Market Movers on Tickertape
  2. Under Party, type Narayana Murthy
  3. Select the relevant Category (Bulk Deal or Block Deal) and Transaction Type (Buy or Sell)

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

Investor Profile – Narayana Murthy

Nagavara Ramarao Narayana Murthy, born on 20 August 1946 in Sidlaghatta, Karnataka, is the co-founder of Infosys and one of India's most celebrated entrepreneurs. He co-founded Infosys in 1981 with six other software professionals and an initial capital of ₹10,000, provided by his wife, Sudha Murty. Over the next two decades, he built Infosys into one of India's largest IT companies and pioneered the Global Delivery Model that became the backbone of India's software export industry.

  1. Full name: Nagavara Ramarao Narayana Murthy
  2. Born: 20 August 1946, Sidlaghatta, Karnataka
  3. Education: B.E. Electrical Engineering, National Institute of Engineering (1967); M.Tech, IIT Kanpur (1969)
  4. Role at Infosys: Co-founder; CEO (1981–2002); Chairman (2002–2006); Chief Mentor (2006–2011); Executive Chairman (2013–2014); Chairman Emeritus
  5. Disclosed portfolio value: Over ₹1,655 cr. (as of Q1 2026)
  6. Primary sector: Information Technology
  7. Founding vehicle: Catamaran Ventures (private investment vehicle for unlisted and startup investments)
  8. Awards: Padma Vibhushan (India), Commander of the Order of the British Empire (CBE, UK), Légion d'honneur (France), Ernst & Young World Entrepreneur of the Year, Fortune's 12 Greatest Entrepreneurs of Our Time
  9. Board memberships: Institute for Advanced Study (Princeton), UN Foundation; former boards of Ford Foundation, HSBC, Unilever, Cornell University, Wharton School, Graduate School of Business at Stanford University

Murthy's investment philosophy is rooted in the same principles that guided Infosys governance quality, capital discipline, and long-term orientation. His retained stake in Infosys shows founder alignment and confidence in the company's direction. Outside public markets, Catamaran Ventures provides exposure to early- and growth-stage businesses across the technology, consumer, and manufacturing sectors.



Overview of Stocks in Narayana Murthy's Portfolio

Infosys Ltd

Infosys is a global leader in next-generation digital services and consulting, founded in 1981 and headquartered in Bengaluru. The company provides a wide range of IT services, including application development, infrastructure management, cloud services, AI and automation solutions, and business process outsourcing to clients across more than 56 countries.

Arunjyoti Bio Ventures Ltd

Arunjyoti Bio Ventures Ltd operates in the biotechnology and allied business space. The company has been associated with activities related to bio-products and agri-linked ventures, though it remains a relatively small-cap player with limited scale compared to larger listed biotech firms.

Apex Frozen Foods Ltd

Apex Frozen Foods Ltd is an integrated seafood company engaged in the farming, processing, and export of shrimp products. The company primarily serves international markets, including the United States and Europe, and operates processing facilities focused on frozen ready-to-cook shrimp exports.

VSF Projects Ltd

VSF Projects Ltd operates in the infrastructure and engineering sector. The company has been involved in construction and EPC-related activities across segments such as irrigation, roads, and civil infrastructure projects in India.

Narayana Murthy Portfolio Composition

The following table shows the publicly disclosed holdings of Narayana Murthy as per corporate shareholding data filed for the quarter ending 31st March, 2026, sorted highest to lowest by holding value.

Stock Name Holding Value (in cr.) Quantity Held Holding Percent (%)
Infosys Ltd 1698.40 15145638.00 0.40
Arunjyoti Bio Ventures Ltd 421.20 8918779.00 28.54
Apex Frozen Foods Ltd 21.30 35876078.00 19.25
VSF Projects Ltd 8.20 2226063.00 13.54

How to Invest in Narayana Murthy Portfolio Stocks?

Here's how you can invest in Narayana Murthy's portfolio stocks using Tickertape:

  1. cr.eate an account on Tickertape or log in to your existing account.
  2. Open Narayana Murthy Portfolio Screener
  3. Filter stocks using 200+ parameters, including financials, fundamentals, valuations, and technicals, to evaluate each holding based on your investment criteria.
  4. Once you have decided on a stock, you can place a buy order through your linked broker account directly from the Tickertape platform.

You can stay updated on any changes to Narayana Murthy's holdings using Tickertape Alerts. Track your investments and monitor performance from your portfolio now!

How to Invest in Narayana Murthy Portfolio Stocks?

Here's how you can invest in Narayana Murthy's portfolio stocks using Tickertape:

  1. cr.eate an account on Tickertape or log in to your existing account.
  2. Open Narayana Murthy Portfolio Screener
  3. Filter stocks using 200+ parameters, including financials, fundamentals, valuations, and technicals, to evaluate each holding based on your investment criteria.
  4. Once you have decided on a stock, you can place a buy order through your linked broker account directly from the Tickertape platform.

You can stay updated on any changes to Narayana Murthy's holdings using Tickertape Alerts. Track your investments and monitor performance from your portfolio now!

Narayana Murthy's Investment Strategy

Founder Alignment and Long-Term Holding

Narayana Murthy’s key disclosed holding is his stake in Infosys, the company he co-founded in 1981. His continued holding reflects long-term alignment with the business and keeps his financial interest linked to the company’s performance.

Governance as a Key Filter

Murthy has long emphasised transparent reporting, independent boards, and ethical management. His investing approach appears to place strong importance on governance quality and management integrity before financial metrics.

Private Market Exposure

Murthy also invests through Catamaran Ventures, his private investment firm. Catamaran backs early and growth-stage companies across technology, manufacturing, healthcare, and consumer sectors.

Capital Discipline

Murthy has often favoured businesses with strong cash flows, low debt, and disciplined capital allocation. Infosys itself reflects this preference through its clean balance sheet, dividend payouts, buybacks, and limited debt-funded acquisitions

Learnings From Narayana Murthy's Portfolio

Quality Over Diversification

Narayana Murthy's publicly disclosed portfolio is concentrated on just 4 stocks. This reflects a high-conviction, quality-over-quantity approach rather than a diversified basket strategy. For retail investors, the takeaway is that deep knowledge of and confidence in a business can justify concentration, provided the investor genuinely understands the company's underlying risks and governance quality.

The Value of Staying Invested

Murthy co-founded Infosys in 1981 and has retained a stake across multiple market cycles, regulatory changes, and leadership transitions. The portfolio illustrates the compounding power of holding shares in a high-quality business through volatility, rather than trading in and out based on short-term price movements.

Promoter Holding as a Governance Signal

In the Indian market context, the level of promoter holding in a company is often watched as a proxy for founder confidence. Murthy's retained stake in Infosys, even decades after stepping back from operations, signals long-term confidence in the company's trajectory.

Governance Standards Matter

Management integrity is non-negotiable, even when the stock is performing well. Companies that prioritise governance standards, independent directors, auditor independence, and disclosure quality tend to be more resilient over time compared to those that prioritise short-term earnings management.

Install the Tickertape app and enjoy a more hands-on investing experience
  • portfolio-iconReceive real-time market alerts for timely decisions
  • portfolio-iconMonitor your portfolio from the palm of your hands
  • portfolio-iconWatchlist stocks and mutual funds to stay updated

Narayana Murthy Portfolio: Sector Allocation

Information Technology

Infosys Ltd represents the IT exposure in Narayana Murthy’s disclosed portfolio. The company operates in IT services and consulting, offering digital transformation, cloud, AI, and outsourcing services. This holding reflects Murthy’s long-standing connection with Infosys and his domain expertise in the technology sector.

Biotechnology and Allied Ventures

Arunjyoti Bio Ventures Ltd adds exposure to the biotechnology and allied business space. The company is associated with bio-products and agri-linked ventures, making it a smaller, niche exposure within the disclosed portfolio.

Seafood and Food Processing

Apex Frozen Foods Ltd represents exposure to the seafood and food processing sector. The company is engaged in shrimp farming, processing, and exports, serving international markets through frozen seafood products.

Infrastructure and Engineering

VSF Projects Ltd adds exposure to infrastructure and project-related activities. The company has been involved in civil construction and infrastructure work, including sectors such as irrigation, roads, and related projects.

Conclusion

Narayana Murthy’s portfolio reflects a mix of long-term founder alignment, technology-sector expertise, and selective exposure to smaller listed companies. Infosys remains the core holding, underscoring its continued association with the company he co-founded. That said, investors should avoid copying or blindly following any investor's portfolio. Public disclosure data captures only stakes above the 1% threshold, and it does not represent a complete picture of Murthy's investments, which include significant private holdings through Catamaran Ventures. Investment decisions should be based on independent research, individual financial goals, and risk tolerance.

For independent stock analysis, investors can use the Tickertape Stock Screener to evaluate Infosys and other IT stocks on 200+ parameters, or track recent market transactions through Tickertape Market Movers.

Frequently Asked Questions About the Narayana Murthy Portfolio

  1. Who is Narayana Murthy?

    Nagavara Ramarao Narayana Murthy (born 20 August 1946) is the co-founder of Infosys and is widely regarded as the "Father of the Indian IT Sector." He co-founded Infosys in 1981 with six colleagues and an initial investment of Rs. 10,000, and served as its CEO for 21 years (1981–2002). He built Infosys into one of India's largest IT companies and pioneered the Global Delivery Model for IT services. He has received the Padma Vibhushan, the CBE from the UK, and France's Légion d'honneur, among other honours.

  2. What does the Narayana Murthy portfolio 2025 include?

    As per corporate shareholding data filed for Q1 2026, quarter ending 31st March 2026, Narayana Murthy’s publicly disclosed portfolio includes four companies: Infosys Ltd, Arunjyoti Bio Ventures Ltd, Apex Frozen Foods Ltd, and VSF Projects Ltd.

  3. What stocks does Narayana Murthy hold?

    As per the latest available public shareholding disclosures, Narayana Murthy holds the following stock:
    1. Infosys Ltd
    2. Arunjyoti Bio Ventures Ltd
    3. Apex Frozen Foods Ltd
    4. VSF Projects Ltd

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

  4. What is the net worth of Narayana Murthy?

    Based on corporate shareholding data filed for 31st March, 2026, Infosys founder's net worth is valued at over ₹1,655.4 cr. Narayana Murthy’s total estimated net worth, including private investments through Catamaran Ventures and other assets, is approximately $5.0 bn (around ₹38,250 cr.) as of 2025, per Forbes. The disclosed public portfolio represents only a portion of his overall wealth.

  5. What is Narayana Murthy's investment philosophy?

    Narayana Murthy's publicly articulated investment approach emphasises governance quality, capital discipline, long-term holding, and founder alignment. He focuses on businesses with strong free cash flows, conservative balance sheets, and meritocratic management cultures. His retained Infosys stake reflects the founder-alignment principle. Through Catamaran Ventures, he additionally invests in early and growth-stage private companies across technology, manufacturing, and consumer sectors.

  6. What sectors does Narayana Murthy invest in?

    Narayana Murthy’s publicly disclosed portfolio is spread across IT services, biotechnology-related ventures, seafood processing, and infrastructure-related sectors through holdings in Infosys Ltd, Arunjyoti Bio Ventures Ltd, Apex Frozen Foods Ltd, and VSF Projects Ltd.

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