13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001846677-23-000012
Total Value
$531.6M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 878,000 | $111.6M | 20.99% |
| 2 | SALESFORCE INC | CRM | 460,939 | $93.5M | 17.58% |
| 3 | MERCADOLIBRE INC | MELI | 55,637 | $70.5M | 13.27% |
| 4 | MICROSOFT CORP | MSFT | 214,500 | $67.7M | 12.74% |
| 5 | APPFOLIO INC | APPF | 311,426 | $56.9M | 10.70% |
| 6 | VEEVA SYS INC | VEEV | 215,178 | $43.8M | 8.23% |
| 7 | ALPHABET INC | GOOG | 232,700 | $30.7M | 5.77% |
| 8 | ALPHABET INC | GOOG | 174,000 | $22.8M | 4.28% |
| 9 | DOORDASH INC | DASH | 282,443 | $22.4M | 4.22% |
| 10 | COUPANG INC | CPNG | 426,186 | $7.2M | 1.36% |
| 11 | Enfusion Inc | 292812104 | 500,744 | $4.5M | 0.84% |