13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001846677-24-000002
Total Value
$647.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon.com Inc | AMZN | 778,126 | $140.4M | 21.69% |
| 2 | Salesforce Inc | CRM | 258,439 | $77.8M | 12.03% |
| 3 | MercadoLibre Inc | MELI | 50,637 | $76.6M | 11.83% |
| 4 | Microsoft Inc | MSFT | 178,500 | $75.1M | 11.60% |
| 5 | Appfolio, Inc. | APPF | 278,627 | $68.7M | 10.62% |
| 6 | Veeva Systems Inc. | VEEV | 225,178 | $52.2M | 8.06% |
| 7 | Coupang Inc | CPNG | 2,000,075 | $35.6M | 5.50% |
| 8 | Alphabet Inc | GOOG | 221,700 | $33.8M | 5.22% |
| 9 | Kaspi.KZ JSC | 48581R205 | 250,119 | $30.8M | 4.76% |
| 10 | DoorDash Inc | DASH | 212,443 | $29.3M | 4.52% |
| 11 | Alphabet Inc | GOOG | 95,000 | $14.3M | 2.22% |
| 12 | Enfusion Inc | 292812104 | 1,378,303 | $12.7M | 1.97% |