13F HOLDINGS REPORT (Amended)
Nellore Capital Management LLC
Quarter ended Q2 2023 · Filed May 22, 2023 · Accession 0001846677-23-000008
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 | 500,939 | $100.1M | 21.70% |
| 2 | AMAZON COM INC | AMZN | 733,000 | $75.7M | 16.42% |
| 3 | MERCADOLIBRE INC | MELI | 51,937 | $68.5M | 14.84% |
| 4 | MICROSOFT CORP | MSFT | 209,500 | $60.4M | 13.10% |
| 5 | ALPHABET INC | GOOG | 362,700 | $37.7M | 8.18% |
| 6 | VEEVA SYS INC | VEEV | 200,178 | $36.8M | 7.98% |
| 7 | DOORDASH INC | DASH | 397,443 | $25.3M | 5.48% |
| 8 | APPFOLIO INC | APPF | 177,337 | $22.1M | 4.79% |
| 9 | ALPHABET INC | GOOG | 149,000 | $15.5M | 3.35% |
| 10 | Just Eat Takeawaycom NV | 99V1BVY33 | 479,328 | $9.1M | 1.98% |
| 11 | Just Eat Takeawaycom NV | 48214T305 | 798,963 | $3.0M | 0.66% |
| 12 | Just Eat Takeawaycom NV | 999GFK2J5 | 1 | $2.1M | 0.44% |
| 13 | Just Eat Takeawaycom NV | 999G07FN7 | 1 | $1.7M | 0.38% |
| 14 | Ayden NV | 99VBH3703 | 1,000 | $1.6M | 0.34% |
| 15 | Copperleaf Technologies Inc | 21766N109 | 234,800 | $954,271 | 0.21% |
| 16 | Datadog, Inc. | DDOG | 10,000 | $726,600 | 0.16% |