Q1 2025 · 13F-HR
Nellore Capital Management LLCholdings as filed
Filed 2025-05-15 · accession 0001769202-25-000003
$735.0M
Reported value
16
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | Amazon Com Inc | $178.8M | 24.3% | 940,000 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre Inc | $127.8M | 17.4% | 65,508 | Common | SOLE |
| 03783C100 | APPF | Appfolio, Inc. | $88.6M | 12.0% | 402,739 | Common | SOLE |
| 922475108 | VEEV | Veeva Sys Inc | $79.1M | 10.8% | 341,345 | Common | SOLE |
| 22266T109 | CPNG | Coupang Inc | $65.2M | 8.87% | 2,971,981 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp | $56.8M | 7.72% | 151,200 | Common | SOLE |
| 25809K105 | DASH | DoorDash Inc | $45.3M | 6.16% | 247,743 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc | $30.7M | 4.17% | 196,200 | Common | SOLE |
| 79466L302 | CRM | Salesforce Inc | $20.4M | 2.77% | 75,968 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc | $18.2M | 2.48% | 118,000 | Common | SOLE |
| 292812104 | — | Enfusion Inc | $9.7M | 1.32% | 868,085 | Common | SOLE |
| 205306103 | TBRG | Trubridge Inc | $6.0M | 0.81% | 216,905 | Common | SOLE |
| 82509L107 | SHOP | Shopify Inc. | $4.0M | 0.54% | 41,590 | Common | SOLE |
| 98954M101 | ZG | Zillow Group Inc | $3.1M | 0.42% | 46,300 | Common | SOLE |
| 88160R101 | TSLA | Tesla Inc | $1.3M | 0.18% | 5,000 | Common | SOLE |
| 82452JAD1 | FOUR 0.5 08/01/27 | Shift4 Payments, Inc. | $203,002 | 0.03% | 1 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.