13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001846677-23-000005
Total Value
$406.5M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SALESFORCE INC | CRM | 625,939 | $83.0M | 20.42% |
| 2 | AMAZON COM INC | AMZN | 693,000 | $58.2M | 14.32% |
| 3 | MERCADOLIBRE INC | MELI | 59,937 | $50.7M | 12.48% |
| 4 | MICROSOFT CORP | MSFT | 181,500 | $43.5M | 10.71% |
| 5 | ALPHABET INC | GOOG | 407,700 | $36.2M | 8.90% |
| 6 | Magnet Forensics | 55940P101 | 975,050 | $33.5M | 8.25% |
| 7 | VEEVA SYS INC | VEEV | 197,178 | $31.8M | 7.83% |
| 8 | DOORDASH INC | DASH | 397,443 | $19.4M | 4.77% |
| 9 | APPFOLIO INC | APPF | 175,280 | $18.5M | 4.54% |
| 10 | ALPHABET INC | GOOG | 149,000 | $13.1M | 3.23% |
| 11 | Just Eat Takeawaycom NV | 99V1BVY33 | 479,328 | $9.7M | 2.38% |
| 12 | Just Eat Takeawaycom NV | 48214T305 | 798,963 | $3.4M | 0.83% |
| 13 | Just Eat Takeawaycom NV | 999GFK2J5 | 1 | $2.1M | 0.51% |
| 14 | Just Eat Takeawaycom NV | 999G07FN7 | 1 | $1.6M | 0.40% |
| 15 | Copperleaf Technologies Inc | 21766N109 | 234,800 | $1.3M | 0.31% |
| 16 | REDFIN CORP | 75737F108 | 120,000 | $508,800 | 0.13% |