Nellore Capital Management

Nellore Capital Management as of March 31, 2021

Portfolio Holdings for Nellore Capital Management

Nellore Capital Management holds 26 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
salesforce.com Crm Us Equity (CRM) 18.6 $38M 180k 211.87
Just Eat Takeaway.com NV Tkwy Na Equity 15.6 $32M 347k 92.28
MercadoLibre Meli Us Equity (MELI) 15.3 $31M 21k 1472.12
Alphabet Goog Us Equity (GOOG) 14.2 $29M 14k 2068.63
Telos Corporation Tls Us Equity (TLS) 8.8 $18M 474k 37.92
Netflix Nflx Us Equity (NFLX) 7.4 $15M 29k 521.65
Amazon.com Amzn Us Equity (AMZN) 4.6 $9.4M 3.1k 3094.10
Ceridian HCM Holding Cday Us Equity (DAY) 3.1 $6.4M 76k 84.26
MakeMyTrip Mmyt Us Equity (MMYT) 2.3 $4.8M 152k 31.58
Redfin Corp Rdfn Us Equity (RDFN) 1.8 $3.6M 55k 66.59
Sea Se Us Equity (SE) 1.7 $3.5M 16k 223.23
Just Eat Takeaway.com NV Tkwy 0.625 02/09/28 Corp (Principal) 1.6 $3.3M 3.0M 1.09
Microsoft Corp Msft Us Equity (MSFT) 1.2 $2.4M 10k 235.75
Just Eat Takeaway.com NV Tkwy 1.25 04/30/26 Corp (Principal) 1.2 $2.4M 2.0M 1.22
Tribe Capital Growth Corp I Atvcu Us Equity (IRAAU) 1.0 $2.0M 200k 10.05
Shift4 Payments Four Us Equity (FOUR) 0.6 $1.3M 16k 82.03
Avalara Avlr Us Equity 0.4 $801k 6.0k 133.50
MakeMyTrip Mmyt 0% 02/15/28 Corp 0.3 $547k 500k 1.09
Slack Technologies Work Us Equity 0.1 $305k 7.5k 40.67
Starboard Value Acquisition Corp Svacu Us Equity 0.1 $203k 20k 10.15
DoorDash Dash 220121p00120000 Put Option (Principal) 0.0 $100k 4.1k 24.39
DoorDash Dash 220121p00100000 Put Option (Principal) 0.0 $83k 5.3k 15.66
DoorDash Dash Us Equity (DASH) 0.0 $26k 200.00 130.00
Olo Olo Us Equity (OLO) 0.0 $26k 1.0k 26.00
Altimeter Growth Corp Agcuu Us Equity 0.0 $12k 1.0k 12.00
Redfin Corp Rdfn 1.75 07/15/23 Corp 0.0 $2.0k 1.0k 2.00