Nellore Capital Management

Nellore Capital Management as of Sept. 30, 2022

Portfolio Holdings for Nellore Capital Management

Nellore Capital Management holds 18 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
salesforce.com Crm Us Equity (CRM) 22.6 $89M 619k 143.84
MercadoLibre Meli Us Equity (MELI) 13.2 $52M 63k 827.77
Alphabet Goog Us Equity (GOOG) 10.1 $40M 415k 96.15
Veeva Systems BBG005845P91 (VEEV) 9.1 $36M 218k 164.88
Amazon.com Amzn Us Equity (AMZN) 8.6 $34M 302k 113.00
Microsoft Msft Us Equity (MSFT) 8.1 $32M 138k 232.90
Magnet Forensics BBG01041XK28 (MAGTF) 5.0 $20M 972k 20.26
Appfolio BBG008GC8CP6 (APPF) 4.7 $18M 175k 104.72
Alphabet Googl Us Equity (GOOGL) 4.3 $17M 179k 95.65
Just Eat Takeaway.com NV Tkwy Na Equity 3.9 $15M 959k 16.07
DoorDash Dash Us Equity (DASH) 3.5 $14M 280k 49.45
Netflix Nflx Us Equity (NFLX) 3.2 $13M 54k 235.44
Coupang Cpng Us Equity (CPNG) 1.0 $3.9M 233k 16.67
Just Eat Takeaway.com NV Sponsored Adr (JTKWY) 0.8 $3.0M 944k 3.17
Shopify BBG008HBDB64 (SHOP) 0.6 $2.4M 90k 26.94
Just Eat Takeaway.com NV Tkwy 0.625 02/09/28 Corp (Principal) 0.5 $1.8M 1.00 1789000.00
Copperleaf Technologies BBG012R1KQ39 (CPLFF) 0.4 $1.8M 299k 5.86
Just Eat Takeaway.com NV Tkwy 1.25 04/30/26 Corp (Principal) 0.4 $1.5M 1.00 1475000.00