Shaunak Jagdish Shah Stock Portfolio: Full Breakdown
Shaunak Jagdish Shah’s Stock Portfolio: The Key Numbers
Shaunak Jagdish Shah’s disclosed stock portfolio is worth Rs 184.39 crore across 8 stocks, according to the latest quarterly shareholding filings tracked by Trendlyne’s Superstar Portfolio database. The portfolio value has climbed 38.71% from the previous quarter, one of the stronger gains in this dataset.
This article looks at the sector allocation, the top holdings, the recent buying activity, and what an 8 stock, technology heavy portfolio suggests about the approach behind it.
Where this data comes from
Under SEBI regulations, anyone owning 1% or more of a listed Indian company’s shares must be named in that company’s shareholding pattern, filed with the exchanges every quarter. Trendlyne and similar platforms aggregate these disclosures across all listed companies into a single portfolio view per investor.
As with every portfolio in this series, this data only shows stakes above the 1% threshold. It leaves out mutual fund holdings, smaller stock positions, and other assets, so the Rs 184.39 crore figure represents part of this investor’s total wealth, not necessarily all of it.
Sector Allocation: Software Leads by a Wide Margin
This portfolio is heavily weighted toward one sector, with two smaller supporting themes:
| Sector | Weight |
|---|---|
| Software & Services | 76.09% |
| Transportation | 15.48% |
| Commercial Services & Supplies | 3.72% |
Software & Services alone accounts for more than three quarters of the entire disclosed portfolio, making this one of the more concentrated single sector allocations covered in this batch of investors. Transportation adds a secondary theme, while Commercial Services & Supplies makes up a small remaining slice.
What this heavy tech weighting suggests
A portfolio with over 76% sitting in one sector generally reflects strong conviction in that specific industry, built up through a small number of sizable positions rather than broad diversification. Software and IT services businesses in India often depend on global demand for outsourced technology work, digital transformation spending by large enterprises, and currency movements given their significant export revenue.
This kind of concentration means the portfolio’s performance will largely track the fortunes of its Software & Services holdings. A strong quarter for the sector, or for the specific companies held, tends to lift the whole portfolio. A weak one has the opposite effect, with little from other sectors to offset it.
Top Holdings in the Portfolio
Three names make up the bulk of the disclosed value:
- Datamatics Global Services, valued at Rs 138.32 crore, the dominant holding
- Sical Logistics, valued at Rs 28.55 crore
- Shree Rama Newsprint, valued at Rs 5.94 crore
Datamatics Global Services alone represents roughly 75% of the total portfolio, aligning directly with the Software & Services sector weighting. Datamatics operates in IT services and business process management, providing technology and outsourcing services to clients across industries. This single holding is effectively the anchor of the entire portfolio.
Sical Logistics operates in the Transportation sector, involved in port logistics, warehousing, and freight related services, which lines up with the second largest sector weighting. Shree Rama Newsprint, a smaller position, operates in the paper and newsprint manufacturing space, adding a modest industrial component to an otherwise tech and logistics focused portfolio.
Recent Buying Activity
The latest quarter shows one clear addition, with no disclosed sales:
- Sical Logistics, stake up 3.65%
A stake increase of this size in an existing holding suggests growing conviction in Sical Logistics specifically, rather than the introduction of a brand new position. Since Sical Logistics is already the second largest holding in the portfolio, this addition likely reinforces the Transportation sector’s role as a secondary theme alongside the dominant Software & Services allocation.
The absence of any disclosed selling this quarter, combined with a meaningful addition to an existing position, points to a period of accumulation rather than portfolio trimming.
Why Datamatics Global Services Deserves Extra Attention
With a single company representing about three quarters of total portfolio value, Datamatics Global Services is effectively the story of this entire portfolio. Its business performance, client wins, revenue growth, and margins will influence total portfolio value far more than any of the other seven holdings combined.
This is worth flagging clearly for anyone using this data as a research reference. A portfolio this dependent on one stock behaves differently from a portfolio where the top holding represents 10 or 15% of total value. Both the upside and downside are magnified.
The Role of Transportation and Newsprint in the Mix
Sical Logistics and Shree Rama Newsprint together make up only about 25% of the portfolio, but they still add a layer of diversification that a purely single stock portfolio would lack. Port logistics and freight services tend to move with trade volumes and industrial activity, a different driver than the enterprise technology spending that influences Datamatics Global Services.
Shree Rama Newsprint, the smallest holding by value, operates in paper and newsprint manufacturing, an industry shaped more by input costs like pulp prices and demand from publishing and packaging than by software sector trends. Its small size in this portfolio suggests it plays a minor, supporting role rather than a core part of the overall strategy.
How to Read This Data With the Right Context
A few practical points before treating this data as more than a research reference:
- Entry prices remain unknown. The 38.71% quarterly gain reflects overall portfolio value change, not the return earned from each stock’s original purchase price.
- Filings lag actual positioning. By the time this data is public, the investor’s real holdings may have already shifted.
- One stock carries most of the weight. With Datamatics Global Services at roughly 75% of the portfolio, performance here is closely tied to a single company’s fortunes.
- This is a starting point for research, not a signal. Public shareholding data shows what a large investor holds, not why, or what comes next.
Summary
Shaunak Jagdish Shah’s disclosed portfolio is worth Rs 184.39 crore across 8 stocks, up 38.71% this quarter. Software & Services dominates at 76.09% of total value, anchored almost entirely by Datamatics Global Services at Rs 138.32 crore, with Sical Logistics and Shree Rama Newsprint as smaller supporting positions. The quarter’s main activity was a 3.65% stake increase in Sical Logistics, with no disclosed sales. This portfolio stands out for its heavy reliance on a single technology stock.
FAQ
How much is Shaunak Jagdish Shah’s stock portfolio worth?
The disclosed portfolio is valued at Rs 184.39 crore across 8 stocks as per the latest quarterly filing, up 38.71% from the previous quarter.
What is the largest holding in this portfolio?
Datamatics Global Services is the dominant holding at Rs 138.32 crore, making up roughly 75% of the total disclosed portfolio value.
Why does Software & Services make up most of this portfolio?
The top holding, Datamatics Global Services, is an IT services and business process management company, which explains why Software & Services accounts for 76.09% of total value.
Was anything bought or sold recently?
Sical Logistics saw a stake increase of 3.65% this quarter. No sales were disclosed.
Is a portfolio this dependent on one stock considered risky?
Yes, relative to a more diversified portfolio. With one stock making up about three quarters of total value, company specific news at that stock will have an outsized effect on overall portfolio performance.
Key Takeaways
- Shaunak Jagdish Shah’s disclosed portfolio is worth Rs 184.39 crore across 8 stocks, up 38.71% this quarter.
- Software & Services makes up 76.09% of the portfolio, one of the more concentrated single sector weightings in this batch.
- Datamatics Global Services is the anchor holding at Rs 138.32 crore, roughly 75% of total value.
- Sical Logistics and Shree Rama Newsprint are smaller supporting positions in Transportation and paper manufacturing.
- The quarter’s main disclosed move was a 3.65% stake increase in Sical Logistics, with no sales.
- Heavy reliance on one stock means both upside and downside are magnified compared to a diversified portfolio.
- Use this data as a research reference point, not a ready made investment signal.
