Nemish S Shah
Investor

Nemish S Shah

Portfolio
₹2,889 Cr
Holdings
6
Recent moves
0
Style
Concentrated valueBuy and holdLong-term
About

Co-founded ENAM Securities in 1984 and spent 40 years compounding wealth the old-fashioned way: buy great businesses, hold forever. His top position, Lakshmi Machine Works, alone accounts for more than half his ~₹2,889 Cr disclosed portfolio. That level of concentration tells you everything about his conviction. A Buffett-style investor who doesn't chase diversification and doesn't need to, the numbers have spoken for themselves across four decades.

Holdings 6
Asahi India Glass Limited
ASAHIINDIA4.36% stake
₹990 Cr
position
LMW Limited
LMW3.32% stake
₹558 Cr
position
Bannari Amman Sugars Limited
BANARISUG2.59% stake
₹112 Cr
position
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Nemish S Shah: portfolio, holdings & latest trades · WhaleWatch