Nellore Capital Management as of June 30, 2023
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 15 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon Amzn Us Equity (AMZN) | 21.1 | $113M | 863k | 130.36 | |
| Salesforce Crm Us Equity (CRM) | 18.8 | $101M | 476k | 211.26 | |
| Mercadolibre Meli Us Equity (MELI) | 12.0 | $64M | 54k | 1184.60 | |
| Microsoft Corp Msft Us Equity (MSFT) | 11.9 | $64M | 187k | 340.54 | |
| Appfolio BBG008GC8CP6 (APPF) | 10.0 | $54M | 311k | 172.14 | |
| Veeva Sys BBG005845P91 (VEEV) | 8.0 | $43M | 215k | 197.73 | |
| Doordash Dash Us Equity (DASH) | 5.7 | $30M | 397k | 76.42 | |
| Alphabet Goog Us Equity (GOOG) | 5.5 | $30M | 245k | 120.97 | |
| Alphabet Googl Us Equity (GOOGL) | 3.0 | $16M | 134k | 119.70 | |
| Just Eat Takeawaycom NV Tkwy Na Equity | 1.9 | $10M | 679k | 15.31 | |
| Enfusion Enfn Us Equity (ENFN) | 0.8 | $4.1M | 365k | 11.22 | |
| Just Eat Takeawaycom NV Sponsored Adr (JTKWY) | 0.5 | $2.4M | 799k | 3.06 | |
| Just Eat Takeawaycom NV Tkwy 0.625 02/09/28 Corp (Principal) | 0.4 | $2.1M | 1.00 | 2073805.00 | |
| Just Eat Takeawaycom NV Tkwy 1.25 04/30/26 Corp (Principal) | 0.3 | $1.8M | 1.00 | 1760528.00 | |
| Copperleaf Technologies BBG012R1KQ39 (CPLFF) | 0.2 | $1.0M | 235k | 4.31 |
