Q3 2023 · 13F-HR
Nellore Capital Management LLCholdings as filed
Filed 2023-11-14 · accession 0001846677-23-000012
$531.6M
Reported value
11
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $111.6M | 21.0% | 878,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $93.5M | 17.6% | 460,939 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $70.5M | 13.3% | 55,637 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $67.7M | 12.7% | 214,500 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $56.9M | 10.7% | 311,426 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $43.8M | 8.23% | 215,178 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $30.7M | 5.77% | 232,700 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $22.8M | 4.28% | 174,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $22.4M | 4.22% | 282,443 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $7.2M | 1.36% | 426,186 | Common | SOLE |
| 292812104 | — | Enfusion Inc | $4.5M | 0.84% | 500,744 | 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.