Sanjiv Dhireshbhai Shah Portfolio: Rs 706.93 Cr Stocks
Sanjiv Dhireshbhai Shah’s Stock Portfolio: The Numbers
Sanjiv Dhireshbhai Shah’s disclosed stock portfolio is worth Rs 706.93 crore across 16 stocks, according to the latest quarterly shareholding filings tracked by Trendlyne’s Superstar Portfolio database. The portfolio has grown 27.67% over the last quarter, making it one of the larger individual portfolios tracked this way.
This article covers the sector breakdown, the top holdings, the recent trading activity, and what a portfolio of this size and spread suggests about the investor’s approach.
Understanding where this data comes from
Under SEBI regulations, anyone owning 1% or more of a listed Indian company must be disclosed by name in that company’s shareholding pattern, filed with the exchanges every quarter. Trendlyne and similar platforms aggregate these disclosures across all listed companies to build a composite portfolio view for each named investor.
A portfolio value of Rs 706.93 crore across 16 stocks is a substantial disclosed position, but it is still only the part of this investor’s wealth that crosses the 1% threshold in individual companies. It does not include holdings in mutual funds, smaller stock positions, private businesses, or other asset classes.
Sector Allocation: A Three Way Split
This portfolio is spread across a mix of consumer facing, financial, and technology oriented sectors:
| Sector | Weight |
|---|---|
| Textiles Apparels & Accessories | 32.9% |
| Banking and Finance | 25.29% |
| Software & Services | 21.67% |
These three sectors together make up nearly 80% of the total portfolio, but unlike some of the more narrowly concentrated portfolios in this dataset, there is a meaningful spread across genuinely different parts of the economy here. Textiles ties to consumer demand and export markets, Banking and Finance tracks credit growth and interest rate cycles, and Software & Services follows technology spending trends.
What this broader mix suggests
With 16 stocks spread across at least three distinct sectors, this portfolio reads less like a single themed bet and more like a diversified approach built around a handful of preferred industries. That does not mean it is risk free. A 32.9% weighting in Textiles Apparels & Accessories is still a large single sector bet by conventional portfolio standards, but it is balanced by meaningful exposure elsewhere.
This kind of structure often reflects an investor who has built conviction in a few sectors over time rather than chasing a single trend, while still keeping enough spread to avoid being fully dependent on one industry’s cycle.
Top Holdings in the Portfolio
Three names dominate the disclosed value:
- PDS Limited, valued at Rs 232.88 crore, the single largest holding
- Bengal & Assam Company, valued at Rs 153.2 crore
- Datamatics Global Services, valued at Rs 136.44 crore
PDS Limited is a global sourcing and supply chain business connected to the apparel and textiles trade, which lines up with the largest sector weighting in the portfolio. As the top holding by a wide margin, it likely anchors a significant part of the Textiles Apparels & Accessories allocation.
Bengal & Assam Company is a diversified holding company with interests spanning multiple business lines, a structure that is fairly common among older, established Indian business groups.
Datamatics Global Services operates in IT and business process services, tying directly to the Software & Services sector weighting. Together these three holdings account for roughly Rs 522 crore, or nearly 74% of the entire portfolio’s disclosed value.
Recent Buying and Selling Activity
The latest quarter shows more trading activity here than in many other portfolios in this dataset, with both additions and small reductions.
Recently increased positions:
– Aurum PropTech, stake up 1.2%
– Datamatics Global Services, stake up 0.32%
– Vadilal Enterprises, stake up 0.3%
Recently reduced positions:
– Balaji Telefilms, stake down 0.03%
– Shemaroo Entertainment, stake down 0.03%
The addition to Aurum PropTech, a name not among the top three holdings by value, suggests the investor may be building a newer position in the real estate technology space. The small top up in Datamatics Global Services, an existing large holding, points to added conviction in a stock already carrying significant weight.
The reductions in Balaji Telefilms and Shemaroo Entertainment are both minor, at 0.03% each, and likely reflect routine portfolio adjustments rather than a meaningful change in view on either media company.
What a 16 Stock Portfolio at This Value Tells You
A portfolio this large in rupee terms, spread across 16 names, still shows real concentration at the top. The three largest holdings make up nearly three quarters of total value, meaning the remaining 13 stocks share only about a quarter of the portfolio between them.
This pattern, a few large anchor positions supplemented by a longer tail of smaller holdings, is common among investors who build conviction gradually and add newer, smaller positions over time while letting winning positions compound.
Caveats Before Drawing Conclusions
A few points are worth keeping in mind when using this data:
- Entry prices remain unknown. The 27.67% quarterly gain measures portfolio value change, not the return from any individual stock’s original purchase price.
- Filings lag actual positioning. Quarterly disclosure means the numbers here can be weeks or months old by publication.
- Concentration risk sits at the top. With three stocks making up nearly 74% of value, performance in PDS Limited, Bengal & Assam Company, and Datamatics Global Services will drive most of the portfolio’s returns.
- This is a research reference, not investment guidance. Use it to understand market participation in these stocks, not as a signal to replicate specific trades.
Summary
Sanjiv Dhireshbhai Shah’s disclosed portfolio is worth Rs 706.93 crore across 16 stocks, up 27.67% this quarter. Textiles Apparels & Accessories, Banking and Finance, and Software & Services make up nearly 80% of the value, anchored by PDS Limited, Bengal & Assam Company, and Datamatics Global Services. The quarter showed active buying in Aurum PropTech, Datamatics Global Services, and Vadilal Enterprises, alongside minor reductions in Balaji Telefilms and Shemaroo Entertainment. The portfolio reflects a mix of concentrated conviction and broader sector diversification.
FAQ
How large is Sanjiv Dhireshbhai Shah’s disclosed portfolio?
It is valued at Rs 706.93 crore across 16 stocks as per the latest quarterly filing, up 27.67% from the prior quarter.
Which stock is the largest holding?
PDS Limited is the top holding at Rs 232.88 crore, the single largest position in the portfolio.
What sectors does this portfolio focus on?
The portfolio is concentrated in Textiles Apparels & Accessories (32.9%), Banking and Finance (25.29%), and Software & Services (21.67%).
What stocks were bought or sold most recently?
Recent buys include Aurum PropTech, Datamatics Global Services, and Vadilal Enterprises. Small stake reductions were disclosed in Balaji Telefilms and Shemaroo Entertainment.
Does this data show the investor’s complete net worth?
No. It only reflects stakes of 1% or more in individual listed companies, disclosed under SEBI rules, and excludes mutual funds, smaller holdings, and other assets.
Key Takeaways
- Sanjiv Dhireshbhai Shah’s disclosed portfolio is worth Rs 706.93 crore across 16 stocks, up 27.67% this quarter.
- Textiles Apparels & Accessories, Banking and Finance, and Software & Services together make up nearly 80% of the portfolio.
- PDS Limited, Bengal & Assam Company, and Datamatics Global Services are the top three holdings, together worth about Rs 522 crore.
- Recent buys include Aurum PropTech, Datamatics Global Services, and Vadilal Enterprises.
- Minor stake reductions were disclosed in Balaji Telefilms and Shemaroo Entertainment.
- The top three holdings make up nearly 74% of total value, showing real concentration despite the 16 stock spread.
- This data reflects SEBI mandated 1% shareholding disclosures, not the investor’s total net worth.
