Nellore Capital Management as of Sept. 30, 2025
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 14 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 24.4 | $224M | 1.0M | 219.57 | |
| MercadoLibre (MELI) | 15.2 | $139M | 60k | 2336.94 | |
| Appfolio Com Cl A (APPF) | 14.3 | $131M | 475k | 275.66 | |
| Coupang Cl A (CPNG) | 11.8 | $108M | 3.4M | 32.20 | |
| Veeva Sys Cl A Com (VEEV) | 10.1 | $93M | 311k | 297.91 | |
| Microsoft Corporation (MSFT) | 7.2 | $66M | 127k | 517.95 | |
| DoorDash Cl A (DASH) | 6.0 | $55M | 201k | 271.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $47M | 194k | 243.55 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $27M | 111k | 243.10 | |
| Computer Programs & Systems (TBRG) | 1.6 | $15M | 747k | 20.17 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.7 | $6.2M | 42k | 148.61 | |
| Zillow Group Cl A (ZG) | 0.5 | $5.0M | 67k | 74.44 | |
| Clearwater Analytics HLDGS I Cl A (CWAN) | 0.2 | $1.5M | 85k | 18.02 | |
| Tesla Motors (TSLA) | 0.0 | $222k | 500.00 | 444.72 |
