13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001846677-23-000009
Total Value
$534.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 863,000 | $112.5M | 21.05% |
| 2 | SALESFORCE INC | CRM | 475,939 | $100.5M | 18.81% |
| 3 | MERCADOLIBRE INC | MELI | 53,937 | $63.9M | 11.96% |
| 4 | MICROSOFT CORP | MSFT | 186,500 | $63.5M | 11.88% |
| 5 | APPFOLIO INC | APPF | 311,426 | $53.6M | 10.03% |
| 6 | VEEVA SYS INC | VEEV | 215,178 | $42.5M | 7.96% |
| 7 | DOORDASH INC | DASH | 397,443 | $30.4M | 5.68% |
| 8 | ALPHABET INC | GOOG | 244,700 | $29.6M | 5.54% |
| 9 | ALPHABET INC | GOOG | 134,000 | $16.0M | 3.00% |
| 10 | Just Eat Takeawaycom NV | 99V1BVY33 | 679,328 | $10.4M | 1.95% |
| 11 | Enfusion Inc | 292812104 | 365,265 | $4.1M | 0.77% |
| 12 | Just Eat Takeawaycom NV | 48214T305 | 798,963 | $2.4M | 0.46% |
| 13 | Just Eat Takeawaycom NV | 999GFK2J5 | 1 | $2.1M | 0.39% |
| 14 | Just Eat Takeawaycom NV | 999G07FN7 | 1 | $1.8M | 0.33% |
| 15 | Copperleaf Technologies Inc | 21766N109 | 234,800 | $1.0M | 0.19% |