13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001769202-25-000003
Total Value
$735.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon Com Inc | AMZN | 940,000 | $178.8M | 24.33% |
| 2 | MercadoLibre Inc | MELI | 65,508 | $127.8M | 17.39% |
| 3 | Appfolio, Inc. | APPF | 402,739 | $88.6M | 12.05% |
| 4 | Veeva Sys Inc | VEEV | 341,345 | $79.1M | 10.76% |
| 5 | Coupang Inc | CPNG | 2,971,981 | $65.2M | 8.87% |
| 6 | Microsoft Corp | MSFT | 151,200 | $56.8M | 7.72% |
| 7 | DoorDash Inc | DASH | 247,743 | $45.3M | 6.16% |
| 8 | Alphabet Inc | GOOG | 196,200 | $30.7M | 4.17% |
| 9 | Salesforce Inc | CRM | 75,968 | $20.4M | 2.77% |
| 10 | Alphabet Inc | GOOG | 118,000 | $18.2M | 2.48% |
| 11 | Enfusion Inc | 292812104 | 868,085 | $9.7M | 1.32% |
| 12 | Trubridge Inc | TBRG | 216,905 | $6.0M | 0.81% |
| 13 | Shopify Inc. | SHOP | 41,590 | $4.0M | 0.54% |
| 14 | Zillow Group Inc | Z | 46,300 | $3.1M | 0.42% |
| 15 | Tesla Inc | TSLA | 5,000 | $1.3M | 0.18% |
| 16 | Shift4 Payments, Inc. | 82452JAD1 | 1 | $203,002 | 0.03% |