13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001846677-23-000006
Total Value
$461.2M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SALESFORCE INC | CRM | 100,078 | $100.1M | 21.70% |
| 2 | AMAZON COM INC | AMZN | 75,712 | $75.7M | 16.42% |
| 3 | MERCADOLIBRE INC | MELI | 68,456 | $68.5M | 14.84% |
| 4 | MICROSOFT CORP | MSFT | 60,399 | $60.4M | 13.10% |
| 5 | ALPHABET INC | GOOG | 37,721 | $37.7M | 8.18% |
| 6 | VEEVA SYS INC | VEEV | 36,791 | $36.8M | 7.98% |
| 7 | DOORDASH INC | DASH | 25,261 | $25.3M | 5.48% |
| 8 | APPFOLIO INC | APPF | 22,075 | $22.1M | 4.79% |
| 9 | ALPHABET INC | GOOG | 15,456 | $15.5M | 3.35% |
| 10 | Just Eat Takeawaycom NV | 99V1BVY33 | 9,127 | $9.1M | 1.98% |
| 11 | Just Eat Takeawaycom NV | 48214T305 | 3,043 | $3.0M | 0.66% |
| 12 | Just Eat Takeawaycom NV | 999GFK2J5 | 2,052 | $2.1M | 0.44% |
| 13 | Just Eat Takeawaycom NV | 999G07FN7 | 1,745 | $1.7M | 0.38% |
| 14 | Ayden NV | 99VBH3703 | 1,585 | $1.6M | 0.34% |
| 15 | Copperleaf Technologies Inc | 21766N109 | 954 | $954,271 | 0.21% |
| 16 | Datadog, Inc. | DDOG | 727 | $726,600 | 0.16% |