13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001846677-25-000002
Total Value
$765.6M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon Com Inc | AMZN | 820,000 | $179.9M | 23.50% |
| 2 | MercadoLibre Inc | MELI | 65,508 | $111.4M | 14.55% |
| 3 | Appfolio, Inc. | APPF | 371,934 | $91.8M | 11.99% |
| 4 | Veeva Sys Inc | VEEV | 341,345 | $71.8M | 9.37% |
| 5 | Coupang Inc | CPNG | 2,971,981 | $65.3M | 8.53% |
| 6 | Microsoft Corp | MSFT | 148,200 | $62.5M | 8.16% |
| 7 | Alphabet Inc | GOOG | 201,700 | $38.4M | 5.02% |
| 8 | DoorDash Inc | DASH | 227,743 | $38.2M | 4.99% |
| 9 | Salesforce Inc | CRM | 107,062 | $35.8M | 4.68% |
| 10 | Alphabet Inc | GOOG | 161,000 | $30.5M | 3.98% |
| 11 | Kaspi.KZ JSC | 48581R205 | 140,119 | $13.3M | 1.73% |
| 12 | Enfusion Inc | 292812104 | 868,085 | $8.9M | 1.17% |
| 13 | Zillow Group Inc | Z | 96,300 | $6.8M | 0.89% |
| 14 | Workday Inc | WDAY | 20,240 | $5.2M | 0.68% |
| 15 | Shopify Inc. | SHOP | 41,590 | $4.4M | 0.58% |
| 16 | Monday Com LTD | MNDY | 5,000 | $1.2M | 0.15% |
| 17 | Shift4 Payments, Inc. | 82452JAD1 | 1 | $216,155 | 0.03% |