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Mumbai: Renowned Stock Market investor Mukul Agrawal has made changes to his portfolio in the March 2026 quarter. According to the data, the ace investor has pumped in more money to buy shares in some of his existing investments and also purchased new stocks in other companies. Agrawal has consistently raised his stake in three selected companies.

Capacite Infraprojects

Mukul Agrawal increased his shareholding in infrastructure company, Capacite Infraprojects, from 5,150,000 shares to 5,600,000 shares. It seems the ace investor is betting on the rising activity in the construction sector. He purchased 4,50,000 new shares. The stock was trading at Rs 236.53 apiece at the time of writing this article on 13 April 2026. The counter appreciated 25 per cent in the last one month.

Hindustan Construction Company (HCC)

Agrawal has increased his stake in HCC. The stock market player possessed 44 million shares in December 2025, which increased to 50 million shares in March 2026. The company has significant orders regarding infrastructure and hydro projects. Agarwal purchased 59,80,079 new shares of the company.

HCC share was available at Rs 17.38 on Monday. The stock gained nearly 14 per cent over the past one month.

West Coast Paper Mills

Mukul Agarwal has incerased his stake in West Coast Paper Mills by buying 50,000 stocks of the paper company. Earlier, the expert held 900,000 shares, which increased to to 950,000 shares after the fresh buying. The stock was priced Rs 456 apiece at the time of writing this article. The counter has surged around 17 per cent over the past one month.

The data clearly shows that Agarwal is maintaining a special focus on companies in the infrastructure and industrial sectors.

(Disclaimer: This article is only meant to provide information. News9 does not recommend buying or selling shares or subscriptions of any IPO.)