Nellore Capital Management as of June 30, 2024
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 13 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon.com Amzn Us Equity (AMZN) | 23.1 | $153M | 791k | 193.25 | |
| MercadoLibre Meli Us Equity (MELI) | 13.6 | $90M | 55k | 1643.40 | |
| Microsoft Msft Us Equity (MSFT) | 12.0 | $80M | 178k | 446.95 | |
| Appfolio BBG008GC8CP6 (APPF) | 10.3 | $68M | 279k | 244.57 | |
| Salesforce Crm Us Equity (CRM) | 10.0 | $66M | 258k | 257.10 | |
| Coupang Cpng Us Equity (CPNG) | 7.4 | $49M | 2.3M | 20.95 | |
| Alphabet Goog Us Equity (GOOG) | 5.6 | $37M | 202k | 183.42 | |
| Veeva Systems BBG005845P91 (VEEV) | 5.4 | $36M | 195k | 183.01 | |
| DoorDash Dash Us Equity (DASH) | 3.6 | $24M | 217k | 108.78 | |
| Kaspi.KZ JSC BBG00L1KN485 (KSPI) | 2.9 | $19M | 150k | 129.01 | |
| Alphabet Googl Us Equity (GOOGL) | 2.5 | $16M | 90k | 182.15 | |
| Enfusion Enfn Us Equity (ENFN) | 2.3 | $15M | 1.8M | 8.52 | |
| Workday BBG000VC0T95 (WDAY) | 1.4 | $9.1M | 41k | 223.56 |
