Enam co-founder Nemish Shah's public portfolio is valued at a massive ₹3,492 crore. He claims that his strategy is intense concentration. Across his 9 holdings, the two stocks that dominate include a huge 10.22% stake in Lakshmi Machine Works worth ₹1,739 crore and a 5.95% stake in Asahi India Glass valued at ₹1,236 crore.