GQG Partners’ India Portfolio: 4 stocks soar up to 40% in FY26, others struggle – Portfolio Tracker

GQG Partners, a global investment heavyweight and one of India’s top-five FIIs, continues to deepen its footprint in Indian equities. As of September 2025, the firm held stakes in 12 BSE-listed companies, with the portfolio valued at Rs 66,655 crore—a rise of 11% from Rs 60,221 crore in March 2025. In FY26 so far, five stocks delivered positive returns, four surging between 10% and 40%, while the remaining seven lagged, posting declines of up to 18%. (Data: ACE Equity, Trendlyne)