Top investor Dolly Khanna’s portfolio has shrunk by 42% to around Rs 224 crore as of February 13, 2026. This is down from Rs 390 crore in March 2025, according to ETMarkets analysis based on December 2025 quarter data. She holds about 10 stocks publicly. Six stocks have fallen between 14% and 35% in FY26. KCP Sugar dropped 35% from Rs 34 to Rs 22, with Dolly holding 1.59% valued at Rs 4 crore. Som Distilleries fell 33% from Rs 123 to Rs 82, valued at Rs 35 crore in her 2.07% stake. National Oxygen slid 28% from Rs 107 to Rs 78, worth Rs 48 lakh at 1.22% holding. GHCL eased 18% from Rs 614 to Rs 502, valued around Rs 50 crore at 1.07% stake. Prakash Industries declined 15% from Rs 159 to Rs 135, worth Rs 62 crore at 2.57%. Southern Petrochemical dipped 14% to Rs 69 from Rs 81, valued Rs 34 crore at 2.6%. On the upside, four stocks gained between 17% and 97%. Emkay Global rose 17% to Rs 248 from Rs 212, worth Rs 15 crore at 2.31%. Coffee Day Enterprises advanced 20% to Rs 33 from Rs 28, valued Rs 12 crore at 1.72%. Savera Industries climbed 21% to Rs 155 from Rs 129, valued Rs 2 crore at 1.1%. The star performer was IFB Agro Industries. Added in the December quarter, it surged 97%, from Rs 463 to Rs 912, with Dolly holding 1.13%, valued nearly Rs 10 crore. This update highlights the mixed fortunes in Dolly Khanna’s portfolio during FY26.