Nellore Capital Management as of Dec. 31, 2024
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 17 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 23.5 | $180M | 820k | 219.39 | |
| MercadoLibre (MELI) | 14.6 | $111M | 66k | 1700.44 | |
| Appfolio Com Cl A (APPF) | 12.0 | $92M | 372k | 246.72 | |
| Veeva Sys Cl A Com (VEEV) | 9.4 | $72M | 341k | 210.25 | |
| Coupang Cl A (CPNG) | 8.5 | $65M | 3.0M | 21.98 | |
| Microsoft Corporation (MSFT) | 8.2 | $63M | 148k | 421.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $38M | 202k | 190.44 | |
| DoorDash Cl A (DASH) | 5.0 | $38M | 228k | 167.75 | |
| salesforce (CRM) | 4.7 | $36M | 107k | 334.33 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $31M | 161k | 189.30 | |
| Kaspi.KZ JSC Sponsored Ads (KSPI) | 1.7 | $13M | 140k | 94.71 | |
| Enfusion Cl A (ENFN) | 1.2 | $8.9M | 868k | 10.30 | |
| Zillow Group Cl A (ZG) | 0.9 | $6.8M | 96k | 70.85 | |
| Workday Cl A (WDAY) | 0.7 | $5.2M | 20k | 258.03 | |
| Shopify Cl A (SHOP) | 0.6 | $4.4M | 42k | 106.33 | |
| Monday SHS (MNDY) | 0.2 | $1.2M | 5.0k | 235.44 | |
| Shift4 Payments Note 0.500% 8/0 (Principal) | 0.0 | $216k | 1.00 | 216155.00 |
