13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q2 2024 · Filed August 15, 2024 · Accession 0001846677-24-000003
Total Value
$663.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon.com Inc | AMZN | 791,326 | $152.9M | 23.07% |
| 2 | MercadoLibre Inc | MELI | 54,708 | $89.9M | 13.56% |
| 3 | Microsoft Inc | MSFT | 178,200 | $79.6M | 12.01% |
| 4 | Appfolio, Inc. | APPF | 279,449 | $68.3M | 10.31% |
| 5 | Salesforce Inc | CRM | 258,439 | $66.4M | 10.02% |
| 6 | Coupang Inc | CPNG | 2,345,835 | $49.1M | 7.41% |
| 7 | Alphabet Inc | GOOG | 201,700 | $37.0M | 5.58% |
| 8 | Veeva Systems Inc. | VEEV | 195,178 | $35.7M | 5.39% |
| 9 | DoorDash Inc | DASH | 217,243 | $23.6M | 3.56% |
| 10 | Kaspi.KZ JSC | 48581R205 | 150,119 | $19.4M | 2.92% |
| 11 | Alphabet Inc | GOOG | 90,000 | $16.4M | 2.47% |
| 12 | Enfusion Inc | 292812104 | 1,799,296 | $15.3M | 2.31% |
| 13 | Workday Inc | WDAY | 40,740 | $9.1M | 1.37% |