Bhavook Tripathi Net Worth, Portfolio and More Details

November 5, 2024

Bhavuk Tripathi is one of the youngest Indian investors to join the ultra-rich club in his mid-forties. He is not only a successful stock market investor but also a thriving businessman. Here, we explore Bhavuk Tripathi net worth, portfolio, investing style, and more.

He earned his engineering degree in metallurgy from Benaras Hindu College in Varanasi. Subsequently, he pursued his passion for finance at the University of Wyoming. In 1994, after working for a US investment bank, he returned to India.

Bhavook Tripathi’s Investment Journey

In 1999, Bhavuk Tripathi established Sanshu Industries, a company that assembles machined parts for Bajaj Auto Ltd., a leading manufacturer of two-wheelers. Sanshu Industries has since gained recognition as a reliable brand in the industry.

Bhavuk Tripathi discovered FAG Bearings, a bearing manufacturing company with a market value of only INR 35 crores and shares priced around INR 20 each. Seeing it as an attractive investment opportunity, he invested heavily in FAG Bearings while overlooking the popular IT stocks of that time. Eventually, FAG Bearings experienced significant growth in market value. In 2006, Tripathi cashed out from FAG Bearings, realizing a profit exceeding INR 10 crores, marking his first major success in the stock market.

In 2006, he made investments in Excel Crop Care and Solvay Pharma. His stake in Solvay Pharma saw a dramatic increase in value, rising from INR 5 crore in 2006 to INR 59 crore by 2010. Despite facing challenging outcomes, he remained calm and patient, which ultimately paid off handsomely for these stocks in a way that few other investors could have anticipated.

Bhavook Tripathi Portfolio

Since 2015, Bhavook Tripathi R Systems International in Invested. Since then, he has traveled a long investing path.

As of September 2024, Bhavook Tripathi’s investment portfolio shows notable changes compared to the previous year, September 2023. The most significant holding is in R Systems International Ltd., valued at INR 1,648.31 crore, which constitutes 29.0% of his portfolio. This represents a decrease from 32.1% in September 2023, indicating a reduction in his stake in this company. The holding value has also decreased slightly by 0.5% since June 2024.

His position fanned concerns of a hostile corporate takeover and it became severe after Tripathi brought an open offer to acquire an additional 26% from the open market in 2011. Since then, the erstwhile promoters have exited the company, transferring the ownership to private equity major Blackrock.

Bhavook Tripathi Portfolio – Top Holdings

Company	Shares held	Stock price (INR)	Value (INR crore)
R Systems International Ltd.	34,339,722	480.0	1,648.31

Bhavook Tripathi’s Investment Philosophy

Unlike other investors who buy stocks to explore interesting opportunities, Bhavook Tripathi takes a different approach by making substantial investments in businesses he is confident about. This strategy is known as portfolio concentration in stock market terminology.

Buy Large: Bhavook Tripathi exclusively owns one stock, as he favors concentrated equity investments. He conducts thorough investigations into a firm before making any investment. His approach to making large purchases is well-recognized. For instance, when Abbott and Solvay Pharma merged, he acquired shares of Solvay Pharma. His substantial investments have garnered attention from other market participants.

Foresight: Despite Indian investors focusing on the IT sector, he paid attention to ball-bearing companies for automobiles. His remarkable ability to identify undervalued stocks sets him apart.

Patience: Tripathi is patient and waits until the stock is most favorable before selling his interests. He invests in businesses with great confidence.