Nemish Shah
ENAM Holdings
Co-founder of ENAM Securities and legendary long-term compounder investor, famous for holding companies for decades.
Tracked Net Worth₹975 Cr
Active Stocks
2
Investment Strategy: Zero debt, high return on capital employed (ROCE > 20%), strong promoter integrity.
Sector Allocation
Automobile & Ancillaries₹822.92 Cr
84.4%
Building Materials₹152.06 Cr
15.6%
Portfolio Holdings
Companies where Nemish Shah holds 1.00% or more as of 2026-Q2
Asahi India Glass Ltd
ASAHIINDIAAutomobile & Ancillaries
Steady
CMP
₹982.0+0.59%
Holding Stake3.45%
Holding Value₹822.92 Cr
Shares83,80,000
Cera Sanitaryware Ltd
CERABuilding Materials
Steady
CMP
₹5,570.0-0.78%
Holding Stake2.1%
Holding Value₹152.06 Cr
Shares2,73,000
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Asahi India Glass LtdASAHIINDIA | Automobile & Ancillaries | Active | ₹982.00+0.59% | 3.45% | 83,80,000 | ₹822.92 Cr | Analysis |
| Cera Sanitaryware LtdCERA | Building Materials | Active | ₹5,570.00-0.78% | 2.1% | 2,73,000 | ₹152.06 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
Cera Sanitaryware Ltd (CERA)
Reported new position (2.10%) in Cera Sanitaryware Ltd for 2026-Q2.
+2.10%2026-Q2
BOUGHT NEW
Asahi India Glass Ltd (ASAHIINDIA)
Reported new position (3.45%) in Asahi India Glass Ltd for 2026-Q2.
+3.45%2026-Q2