Nellore Capital Management as of Sept. 30, 2023
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon Amzn Us Equity (AMZN) | 21.0 | $112M | 878k | 127.12 | |
| Salesforce Crm Us Equity (CRM) | 17.6 | $94M | 461k | 202.78 | |
| Mercadolibre Meli Us Equity (MELI) | 13.3 | $71M | 56k | 1267.88 | |
| Microsoft Corp Msft Us Equity (MSFT) | 12.7 | $68M | 215k | 315.75 | |
| Appfolio BBG008GC8CP6 (APPF) | 10.7 | $57M | 311k | 182.63 | |
| Veeva Sys BBG005845P91 (VEEV) | 8.2 | $44M | 215k | 203.45 | |
| Alphabet Goog Us Equity (GOOG) | 5.8 | $31M | 233k | 131.85 | |
| Alphabet Googl Us Equity (GOOGL) | 4.3 | $23M | 174k | 130.86 | |
| Doordash Dash Us Equity (DASH) | 4.2 | $22M | 282k | 79.47 | |
| Coupang Cpng Us Equity (CPNG) | 1.4 | $7.2M | 426k | 17.00 | |
| Enfusion Enfn Us Equity (ENFN) | 0.8 | $4.5M | 501k | 8.97 |
