Sumeet Nagar
Malabar Investments
Co-founder and Managing Partner at Malabar Investments, Wharton alumnus. Celebrated for high-conviction small-cap compounders like Safari and Neuland.
Tracked Net Worth₹1,151.1 Cr
Active Stocks
2
Investment Strategy: Pounding the pavement: original on-the-ground primary channel checks, high ROE (>15%), clean balance sheets, and holding winners for 10+ years.
Sector Allocation
Healthcare & Pharma₹947.58 Cr
82.3%
Consumer Discretionary₹203.54 Cr
17.7%
Portfolio Holdings
Companies where Sumeet Nagar holds 1.00% or more as of 2026-Q2
Neuland Laboratories Ltd
NEULANDLABHealthcare & Pharma
Steady
CMP
₹23,455.0-1.45%
Holding Stake3.15%
Holding Value₹947.58 Cr
Shares4,04,000
Safari Industries (India) Ltd
SAFARIConsumer Discretionary
Steady
CMP
₹1,542.0+2.69%
Holding Stake2.8%
Holding Value₹203.54 Cr
Shares13,20,000
| Company | Sector | Status | CMP (₹) | Holding % | Shares | Value (₹ Cr) | Action |
|---|---|---|---|---|---|---|---|
| Neuland Laboratories LtdNEULANDLAB | Healthcare & Pharma | Active | ₹23,455.00-1.45% | 3.15% | 4,04,000 | ₹947.58 Cr | Analysis |
| Safari Industries (India) LtdSAFARI | Consumer Discretionary | Active | ₹1,542.00+2.69% | 2.8% | 13,20,000 | ₹203.54 Cr | Analysis |
Recent Portfolio Activity
BOUGHT NEW
Neuland Laboratories Ltd (NEULANDLAB)
Reported new position (3.15%) in Neuland Laboratories Ltd for 2026-Q2.
+3.15%2026-Q2
BOUGHT NEW
Safari Industries (India) Ltd (SAFARI)
Reported new position (2.80%) in Safari Industries (India) Ltd for 2026-Q2.
+2.80%2026-Q2