Mukul Agrawal Expands Portfolio With 10 New Stocks, Boosts ASM Tech Holding to 10.7%

In the quiet arithmetic of quarterly disclosures, veteran investor Mukul Agrawal has revealed the contours of a portfolio in deliberate motion — expanding into 71 holdings worth over Rs 7,498 crore while simultaneously retreating from positions that no longer serve his thesis. His near-doubling of stake in ASM Technologies, alongside fresh entries into recently listed and sector-specific companies, speaks to the ancient investor's discipline of knowing not just what to hold, but what to release. The rebalancing is less a story of individual stocks than a philosophical statement about where one