[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  CA Vivek Khatri [@CaVivekkhatri](/creator/twitter/CaVivekkhatri) on x 202K followers Created: 2025-03-15 16:04:22 UTC β‘ Parag Parikh Flexi Cap Mutual Fund β February Portfolio Update π Key Observations: πΉ Increased Allocation to Pharma Stocks β Added Dr. Reddyβs, Zydus Lifesciences, Cipla, and EID Parry. πΉ Reduced Exposure to IPCA Laboratories β Holdings down XXXXX% MoM. πΉ Higher Cash Allocation β Cash & arbitrage holdings increased from XXXXX% in Jan to XXXXX% in Feb. π Top % Changes in Holdings: β Dr. Reddyβs Laboratories β¬ +34.16% β Zydus Lifesciences β¬ +29.58% β Cipla β¬ +24.62% β EID Parry β¬ +5.21% β IPCA Laboratories β¬ -XXXXX% π’ Disclaimer: Investment in mutual funds and securities markets is subject to market risks. This post is for educational purposes only and should not be considered investment advice. Always conduct your own research before making financial decisions. π More Market Insights: π XXXXXX engagements  **Related Topics** [jan](/topic/jan) [$ipcalabbo](/topic/$ipcalabbo) [$ciplans](/topic/$ciplans) [$zyduslifebo](/topic/$zyduslifebo) [dr reddys](/topic/dr-reddys) [stocks](/topic/stocks) [Post Link](https://x.com/CaVivekkhatri/status/1900941148585422949)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
CA Vivek Khatri @CaVivekkhatri on x 202K followers
Created: 2025-03-15 16:04:22 UTC
β‘ Parag Parikh Flexi Cap Mutual Fund β February Portfolio Update
π Key Observations: πΉ Increased Allocation to Pharma Stocks β Added Dr. Reddyβs, Zydus Lifesciences, Cipla, and EID Parry. πΉ Reduced Exposure to IPCA Laboratories β Holdings down XXXXX% MoM. πΉ Higher Cash Allocation β Cash & arbitrage holdings increased from XXXXX% in Jan to XXXXX% in Feb.
π Top % Changes in Holdings: β Dr. Reddyβs Laboratories β¬ +34.16% β Zydus Lifesciences β¬ +29.58% β Cipla β¬ +24.62% β EID Parry β¬ +5.21% β IPCA Laboratories β¬ -XXXXX%
π’ Disclaimer: Investment in mutual funds and securities markets is subject to market risks. This post is for educational purposes only and should not be considered investment advice. Always conduct your own research before making financial decisions.
π More Market Insights: π
XXXXXX engagements
Related Topics jan $ipcalabbo $ciplans $zyduslifebo dr reddys stocks
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