Nellore Capital Management

Nellore Capital Management as of Dec. 31, 2022

Portfolio Holdings for Nellore Capital Management

Nellore Capital Management holds 16 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Salesforce Crm Us Equity (CRM) 20.4 $83M 626k 132.59
Amazon Amzn Us Equity (AMZN) 14.3 $58M 693k 84.00
Mercadolibre Meli Us Equity (MELI) 12.5 $51M 60k 846.24
Microsoft Corp Msft Us Equity (MSFT) 10.7 $44M 182k 239.82
Alphabet Goog Us Equity (GOOG) 8.9 $36M 408k 88.73
Magnet Forensics BBG01041XK28 (MAGTF) 8.3 $34M 975k 34.40
Veeva Sys BBG005845P91 (VEEV) 7.8 $32M 197k 161.38
Doordash Dash Us Equity (DASH) 4.8 $19M 397k 48.82
Appfolio BBG008GC8CP6 (APPF) 4.5 $19M 175k 105.38
Alphabet Googl Us Equity (GOOGL) 3.2 $13M 149k 88.23
Just Eat Takeawaycom NV Tkwy Na Equity 2.4 $9.7M 479k 20.14
Just Eat Takeawaycom NV Sponsored Adr (JTKWY) 0.8 $3.4M 799k 4.22
Just Eat Takeawaycom NV Tkwy 0625 02/09/28 Corp (Principal) 0.5 $2.1M 1.00 2054860.00
Just Eat Takeawaycom NV Tkwy 125 04/30/26 Corp (Principal) 0.4 $1.6M 1.00 1626590.00
Copperleaf Technologies BBG012R1KQ39 (CPLFF) 0.3 $1.3M 235k 5.38
Redfin Corp Rdfn Us Equity (RDFN) 0.1 $509k 120k 4.24