Motilal Oswal Midcap Fund's January Portfolio is out. • Persistent jumps from 4th to largest holding now. • Coforge & Persistent near 10% SEBI limit. • Added 2.79% arbitrage (futures positions) in - Paytm, Oracle, Trent, Voltas, Jio Finance. • Cash holding drastically increased from 0.61% in Nov to 9.2% in Dec to 28.34% now