Nellore Capital Management as of June 30, 2025
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 24.2 | $216M | 985k | 219.39 | |
| MercadoLibre (MELI) | 18.6 | $166M | 64k | 2613.63 | |
| Appfolio Com Cl A (APPF) | 13.1 | $117M | 507k | 230.28 | |
| Coupang Cl A (CPNG) | 10.8 | $96M | 3.2M | 29.96 | |
| Veeva Sys Cl A Com (VEEV) | 10.1 | $90M | 311k | 287.98 | |
| Microsoft Corporation (MSFT) | 7.6 | $68M | 136k | 497.41 | |
| DoorDash Cl A (DASH) | 6.3 | $56M | 228k | 246.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $34M | 194k | 177.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $20M | 111k | 176.23 | |
| Computer Programs & Systems (TBRG) | 1.8 | $16M | 684k | 23.42 | |
| Zillow Group Cl A (ZG) | 0.7 | $6.3M | 92k | 68.49 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $4.8M | 42k | 115.35 | |
| Clearwater Analytics HLDGS I Cl A (CWAN) | 0.3 | $2.5M | 115k | 21.93 | |
| Shift4 Payments Note 0.500% 8/0 (Principal) | 0.0 | $215k | 1.00 | 214749.00 |
