Markets › Super Investors › Sanjiv Dhireshbhai Shah
SS
Sanjiv Dhireshbhai Shah
IndividualDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹485 Cr
Today
+₹13.1 Cr +2.78%
Companies
9
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -11.6% NIFTY 50 -4.4%behind NIFTY by 7.2 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
94%
Wtd P/E
107.1
Wtd ROE
11.2%
Holdings
9
By market cap
Large 0% Mid 0% Small 100%
Sold / trimmed last quarter
No trims last quarter.
Holdings · 9
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| PDS Ltd PDSL · Textiles | 5.32% | ₹241.1 Cr | +4.68% | ▲ +0.14pp | 25.5 | 10% |
| Datamatics Global Services Ltd DATAMATICS · Information Technology | 3.00% | ₹140.7 Cr | +1.82% | ▲ +0.32pp | 24.0 | 13% |
| Balaji Telefilms Ltd BALAJITELE · Media, Entertainment & Publication | 4.28% | ₹44.2 Cr | -3.94% | ▲ +-0.03pp | – | -8% |
| Aurum PropTech Ltd AURUM · Information Technology | 1.20% | ₹17.7 Cr | +4.85% | NEW | 2047.3 | 0% |
| Amines & Plasticizers Ltd AMNPLST · Chemicals | 1.25% | ₹13.3 Cr | +2.02% | ▲ +0.16pp | 29.2 | 13% |
| Kanoria Chemicals & Industries Ltd KANORICHEM · Capital Goods | 2.79% | ₹12.4 Cr | +4.99% | ▲ +0.02pp | 3.9 | 21% |
| Emkay Global Financial Services Ltd EMKAY · Financial Services | 1.45% | ₹11 Cr | +0.06% | ▲ +0.03pp | 50.1 | 4% |
| Shemaroo Entertainment Ltd SHEMAROO · Media, Entertainment & Publication | 1.27% | ₹4.3 Cr | -0.46% | – | – | -59% |
| Infomedia Press Ltd INFOMEDIA · Media, Entertainment & Publication | 1.21% | ₹0.4 Cr | +0.87% | – | – | – |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| PDS Ltd | 5.32 | 5.18 | 4.82 | 4.71 |
| Datamatics Global Services Ltd | 3.00 | 2.68 | 2.60 | 2.41 |
| Balaji Telefilms Ltd | 4.28 | 4.31 | 4.32 | 4.22 |
| Aurum PropTech Ltd | 1.20 | · | · | · |
| Amines & Plasticizers Ltd | 1.25 | 1.09 | 1.09 | 1.04 |
| Kanoria Chemicals & Industries Ltd | 2.79 | 2.77 | 2.77 | 2.73 |
| Emkay Global Financial Services Ltd | 1.45 | 1.42 | 1.44 | 1.45 |
| Shemaroo Entertainment Ltd | 1.27 | 1.30 | · | · |
| Infomedia Press Ltd | 1.21 | 1.21 | 1.21 | 1.21 |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.