Nellore Capital Management

Nellore Capital Management as of March 31, 2023

Portfolio Holdings for Nellore Capital Management

Nellore Capital Management holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Salesforce Crm Us Equity (CRM) 21.7 $100M 501k 199.78
Amazon Amzn Us Equity (AMZN) 16.4 $76M 733k 103.29
Mercadolibre Meli Us Equity (MELI) 14.8 $69M 52k 1318.06
Microsoft Corp Msft Us Equity (MSFT) 13.1 $60M 210k 288.30
Alphabet Goog Us Equity (GOOG) 8.2 $38M 363k 104.00
Veeva Sys BBG005845P91 (VEEV) 8.0 $37M 200k 183.79
Doordash Dash Us Equity (DASH) 5.5 $25M 397k 63.56
Appfolio BBG008GC8CP6 (APPF) 4.8 $22M 177k 124.48
Alphabet Googl Us Equity (GOOGL) 3.4 $16M 149k 103.73
Just Eat Takeawaycom NV Tkwy Na Equity 2.0 $9.1M 479k 19.04
Just Eat Takeawaycom NV Sponsored Adr (JTKWY) 0.7 $3.0M 799k 3.81
Just Eat Takeawaycom NV Tkwy 0.625 02/09/28 Corp (Principal) 0.4 $2.1M 1.00 2051626.00
Just Eat Takeawaycom NV Tkwy 1.25 04/30/26 Corp (Principal) 0.4 $1.7M 1.00 1745031.00
Ayden NV BBG00L088N79 0.3 $1.6M 1.0k 1584.91
Copperleaf Technologies BBG012R1KQ39 (CPLFF) 0.2 $954k 235k 4.06
Datadog BBG003NJHZT9 (DDOG) 0.2 $727k 10k 72.66