13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001846677-24-000006
Total Value
$733.8M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon.com Inc | AMZN | 873,326 | $162.7M | 22.18% |
| 2 | MercadoLibre Inc | MELI | 56,508 | $116.0M | 15.80% |
| 3 | Appfolio, Inc. | APPF | 313,619 | $73.8M | 10.06% |
| 4 | Coupang Inc | CPNG | 2,797,235 | $68.7M | 9.36% |
| 5 | Microsoft Corp | MSFT | 148,200 | $63.8M | 8.69% |
| 6 | Salesforce Inc | CRM | 228,439 | $62.5M | 8.52% |
| 7 | Veeva Systems Inc. | VEEV | 227,631 | $47.8M | 6.51% |
| 8 | Alphabet Inc | GOOG | 201,700 | $33.7M | 4.60% |
| 9 | DoorDash Inc | DASH | 227,743 | $32.5M | 4.43% |
| 10 | Alphabet Inc | GOOG | 146,000 | $24.2M | 3.30% |
| 11 | Enfusion Inc | 292812104 | 2,076,968 | $19.4M | 2.64% |
| 12 | Kaspi.KZ JSC | 48581R205 | 150,119 | $15.9M | 2.17% |
| 13 | Workday Inc | WDAY | 30,240 | $7.4M | 1.01% |
| 14 | Shopify Inc. | SHOP | 41,590 | $3.3M | 0.45% |
| 15 | nCino, Inc. | NCNO | 60,000 | $1.9M | 0.26% |
| 16 | Shift4 Payments, Inc. | 82452JAD1 | 1 | $205,805 | 0.03% |