Nellore Capital Management

Nellore Capital Management as of Dec. 31, 2020

Portfolio Holdings for Nellore Capital Management

Nellore Capital Management holds 21 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
salesforce.com Crm Us Equity (CRM) 20.0 $23M 105k 222.53
MercadoLibre Meli Us Equity (MELI) 19.3 $23M 14k 1675.22
Alphabet Goog Us Equity (GOOG) 16.1 $19M 11k 1751.88
Just Eat Takeaway.com NV Tkwy Na Equity 11.9 $14M 123k 112.91
Netflix Nflx Us Equity (NFLX) 8.4 $9.8M 18k 540.73
Amazon.com Amzn Us Equity (AMZN) 5.3 $6.3M 1.9k 3256.93
Ceridian HCM Holding Cday Us Equity (DAY) 4.4 $5.1M 48k 106.56
MakeMyTrip Mmyt Us Equity (MMYT) 4.0 $4.6M 157k 29.53
Redfin Corp Rdfn 1.75 07/15/23 Corp 3.5 $4.0M 1.8M 2.31
Redfin Corp Rdfn Us Equity (RDFN) 2.3 $2.7M 40k 68.63
Sea Se Us Equity (SE) 2.3 $2.7M 14k 199.05
Microsoft Corp Msft Us Equity (MSFT) 1.3 $1.5M 6.6k 222.42
Avalara Avlr Us Equity 0.4 $412k 2.5k 164.89
Slack Technologies Work Us Equity 0.3 $317k 7.5k 42.24
Dropbox Dbx Us Equity (DBX) 0.2 $243k 11k 22.19
Vertex Verx Us Equity (VERX) 0.2 $209k 6.0k 34.85
Starboard Value Acquisition Corp Svacu Us Equity 0.2 $206k 20k 10.30
Avalara 01/15/21 Put @85.000 Avlr 210115p00085000 Put Option (Principal) 0.0 $35k 7.0k 5.00
DoorDash Dash Us Equity (DASH) 0.0 $29k 200.00 142.75
Netflix 01/15/21 Put @400.000 NFLX 210115P00400000 Put Option (Principal) 0.0 $16k 1.0k 16.00
Altimeter Growth Corp Agcuu Us Equity 0.0 $13k 1.0k 13.00