Nemish Shah
LegendaryIndividual Investor · Mumbai
Quality compounding, financials, capital goods
Co-founder of Enam Holdings. One of India's most respected long-term quality investors.
5
Holdings (Q-o-Q)
₹1.93k Cr
Disclosed value
—
Adds this quarter
−1
Trims this quarter
Latest disclosure: Mar 2026 · Top-5 concentration 100.00%
Quarterly trajectory
0 adds / 1 trim this quarter
| Quarter | Holdings | Adds | Trims | Portfolio value | |
|---|---|---|---|---|---|
| ▾ | Mar 2026 | 5 | — | −1 | ₹1.93k Cr |
vs Dec 2025 Total portfolio: ₹1.93k Cr New additions Below 1% (not in SHP) Increased Decreased Zodiac Clothing Company LimitedZODIACLOTH 1.56% → 1.48% ₹2.4 Cr | |||||
| ▸ | Dec 2025 | 5 | — | — | ₹2.34k Cr |
| ▸ | Sep 2025 | 5 | — | −2 | ₹2.18k Cr |
| ▸ | Jun 2025 | 5 | +5 | — | ₹2.29k 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
Mar 2026 disclosure · 5 stocks ≥1% · ₹1.93k Cr total
Value = shares × quarter-end close. QoQ compares stake % vs prior quarter.
| Stock | Stake | Prior stake | QoQ | Value (₹ Cr) | Shares |
|---|---|---|---|---|---|
| LMW Limited LMW | 5.35% | 5.36% | No change | ₹685.2 Cr | 5,71,173 |
| Asahi India Glass Limited | 4.36% | 4.36% | No change | ₹872.2 Cr | 1,11,19,635 |
| Bannari Amman Sugars Limited BANARISUG | 2.59% | 2.59% | No change | ₹116.8 Cr | 3,25,000 |
| Elgi Equipments Limited ELGIEQUIP | 1.69% | 1.69% | No change | ₹250.4 Cr | 53,60,000 |
| Zodiac Clothing Company Limited ZODIACLOTH | 1.48% | 1.56% | -0.08pp | ₹2.4 Cr | 4,05,124 |
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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