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![Tanmay_31_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1743981988850413568.png) Tanmay 🇮🇳 [@Tanmay_31_](/creator/twitter/Tanmay_31_) on x 44.3K followers
Created: 2025-06-04 05:14:16 UTC

Exited Schloss Bangalore (Leela Hotels) completely at XXX

Sold My XX% Holding in Aegis Vopak Terminals At XXXXX (10% Gains) and will hold XX% for Long-term 

I have missed on my calculations by a decent margin in Aegis Vopak

Yesterday Entered A New SME Atmastco Limited (Large Sized position)

Bought Decent Quantity of Scoda Tubes today

Did some small changes,
Exited my small position in Godawari Biorefineries in Decent Gains

Increased Some allocation in Northern Arc and Acme Solar 

Holding my IPO Allotment in Belrise but not Intending To hold for more time, will exit most likely next week (Expecting atleast XX% returns)

Quality Power And Desco Infratech are my large winners  in last X months (large allocations in both)

Portfolio performing extremely well and even the SMEs (None Disappointed)

X Posts Due on Me :
1.Quality Power Concall
2.Aegis Vopak Revised Calculations


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1930130965512499414/c:line.svg)

**Related Topics**
[longterm](/topic/longterm)
[$vpkas](/topic/$vpkas)
[aegis](/topic/aegis)

[Post Link](https://x.com/Tanmay_31_/status/1930130965512499414)