Nellore Capital Management as of Sept. 30, 2024
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 16 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 22.2 | $163M | 873k | 186.33 | |
| MercadoLibre (MELI) | 15.8 | $116M | 57k | 2051.96 | |
| Appfolio Com Cl A (APPF) | 10.1 | $74M | 314k | 235.40 | |
| Coupang Cl A (CPNG) | 9.4 | $69M | 2.8M | 24.55 | |
| Microsoft Corporation (MSFT) | 8.7 | $64M | 148k | 430.30 | |
| salesforce (CRM) | 8.5 | $63M | 228k | 273.71 | |
| Veeva Systems Cl A Com (VEEV) | 6.5 | $48M | 228k | 209.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $34M | 202k | 167.19 | |
| DoorDash Cl A (DASH) | 4.4 | $33M | 228k | 142.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $24M | 146k | 165.85 | |
| Enfusion Cl A (ENFN) | 2.6 | $19M | 2.1M | 9.34 | |
| Kaspi.KZ JSC Sponsored Ads (KSPI) | 2.2 | $16M | 150k | 105.99 | |
| Workday Cl A (WDAY) | 1.0 | $7.4M | 30k | 244.41 | |
| Shopify Cl A (SHOP) | 0.5 | $3.3M | 42k | 80.14 | |
| Ncino (NCNO) | 0.3 | $1.9M | 60k | 31.59 | |
| Shift4 Payments Note 0.500% 8/0 (Principal) | 0.0 | $206k | 1.00 | 205805.00 |
