Nemish Shah
Individual Investor · Mumbai
Quality compounding, financials, capital goods
Co-founder of Enam Holdings. One of India's most respected long-term quality investors.
₹3.13k Cr
+62.3% QoQ +₹1.20k Cr vs prior quarterDisclosed portfolio value · shares at quarter-end close · Jun 2026
4 (-1)
Holdings
₹3.13k Cr
+62.3% QoQ · +₹1.20k Cr
Disclosed value
+2
Adds this quarter
−1
Trims this quarter
Latest disclosure: Jun 2026 · Top-5 concentration 100.00% · QoQ vs Mar 2026
Quarterly trajectory
1 fewer holdings vs prior quarter · 2 adds / 1 trim this quarter · -1 net holdings over 4 quarters
| Quarter | Holdings | Adds | Trims | Portfolio value | |
|---|---|---|---|---|---|
| ▾ | Jun 2026 | 4 | +2 | −1 | ₹3.13k Cr |
vs Mar 2026 Total portfolio: ₹3.13k Cr New additions Below 1% (not in SHP) Zodiac Clothing Company LimitedZODIACLOTH < 1% · was 1.48% ₹2.4 Cr Increased LMW LimitedLMW 5.35% → 8.56% ₹1.45k Cr Asahi India Glass Ltd.ASAHIINDIA 4.36% → 5.68% ₹1.24k Cr Decreased | |||||
| ▸ | Mar 2026 | 5 | — | −1 | ₹1.93k Cr |
| ▸ | Dec 2025 | 5 | — | — | ₹2.34k Cr |
| ▸ | Sep 2025 | 5 | — | −2 | ₹2.18k Cr |
Click a quarter to expand. Value = shares held × quarter-end closing price. Positions marked < 1% dropped off the SHP filing (SEBI only discloses ≥1% holders) — a stake may still exist below that threshold.
Top moves this quarter
Holdings
Jun 2026 disclosure · 4 stocks ≥1% · ₹3.13k Cr total
Value = shares at quarter-end close. QoQ compares stake % vs prior quarter.
4 stocks · Sorted by Stake (high to low)
| LMW LimitedLMW | 8.56% | 5.35% | +3.21pp | ₹1.45k Cr | 9,13,873 |
| Asahi India Glass Ltd.ASAHIINDIA | 5.68% | 4.36% | +1.32pp | ₹1.24k Cr | 1,44,82,818 |
| Bannari Amman Sugars LimitedBANARISUG | 2.59% | 2.59% | No change | ₹112.7 Cr | 3,25,000 |
| Elgi Equipments LimitedELGIEQUIP | 1.69% | 1.69% | No change | ₹324.7 Cr | 53,60,000 |
Files under these names
These name variants are resolved to a single tracked entity at ingest time so no position is double-counted.
Disclosure: Holdings data is sourced from public regulatory filings (NSE/BSE Shareholding Pattern, SAST). This is not investment advice. Nemish Shah may have different risk capacity, cost bases, and holding periods. See our full disclaimer and methodology.
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