Nellore Capital Management as of March 31, 2025
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 16 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 24.3 | $179M | 940k | 190.26 | |
| MercadoLibre (MELI) | 17.4 | $128M | 66k | 1950.87 | |
| Appfolio Com Cl A (APPF) | 12.0 | $89M | 403k | 219.90 | |
| Veeva Sys Cl A Com (VEEV) | 10.8 | $79M | 341k | 231.63 | |
| Coupang Cl A (CPNG) | 8.9 | $65M | 3.0M | 21.93 | |
| Microsoft Corporation (MSFT) | 7.7 | $57M | 151k | 375.39 | |
| DoorDash Cl A (DASH) | 6.2 | $45M | 248k | 182.77 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $31M | 196k | 156.23 | |
| salesforce (CRM) | 2.8 | $20M | 76k | 268.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $18M | 118k | 154.64 | |
| Enfusion Cl A (ENFN) | 1.3 | $9.7M | 868k | 11.15 | |
| Computer Programs & Systems (TBRG) | 0.8 | $6.0M | 217k | 27.52 | |
| Shopify Cl A (SHOP) | 0.5 | $4.0M | 42k | 95.48 | |
| Zillow Group Cl A (ZG) | 0.4 | $3.1M | 46k | 66.86 | |
| Tesla Motors (TSLA) | 0.2 | $1.3M | 5.0k | 259.16 | |
| Shift4 Payments Note 0.500% 8/0 (Principal) | 0.0 | $203k | 1.00 | 203002.00 |
