Q1 2024 · 13F-HR
Nellore Capital Management LLCholdings as filed
Filed 2024-05-15 · accession 0001846677-24-000002
$647.2M
Reported value
12
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | Amazon.com Inc | $140.4M | 21.7% | 778,126 | Common | SOLE |
| 79466L302 | CRM | Salesforce Inc | $77.8M | 12.0% | 258,439 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre Inc | $76.6M | 11.8% | 50,637 | Common | SOLE |
| 594918104 | MSFT | Microsoft Inc | $75.1M | 11.6% | 178,500 | Common | SOLE |
| 03783C100 | APPF | Appfolio, Inc. | $68.7M | 10.6% | 278,627 | Common | SOLE |
| 922475108 | VEEV | Veeva Systems Inc. | $52.2M | 8.06% | 225,178 | Common | SOLE |
| 22266T109 | CPNG | Coupang Inc | $35.6M | 5.50% | 2,000,075 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc | $33.8M | 5.22% | 221,700 | Common | SOLE |
| 48581R205 | KSPI | Kaspi.KZ JSC | $30.8M | 4.76% | 250,119 | Common | SOLE |
| 25809K105 | DASH | DoorDash Inc | $29.3M | 4.52% | 212,443 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc | $14.3M | 2.22% | 95,000 | Common | SOLE |
| 292812104 | — | Enfusion Inc | $12.7M | 1.97% | 1,378,303 | 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.