Q4 2024 · 13F-HR
Nellore Capital Management LLCholdings as filed
Filed 2025-02-14 · accession 0001846677-25-000002
$765.6M
Reported value
17
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | Amazon Com Inc | $179.9M | 23.5% | 820,000 | Common | SOLE |
| 58733R102 | MELI | MercadoLibre Inc | $111.4M | 14.6% | 65,508 | Common | SOLE |
| 03783C100 | APPF | Appfolio, Inc. | $91.8M | 12.0% | 371,934 | Common | SOLE |
| 922475108 | VEEV | Veeva Sys Inc | $71.8M | 9.37% | 341,345 | Common | SOLE |
| 22266T109 | CPNG | Coupang Inc | $65.3M | 8.53% | 2,971,981 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp | $62.5M | 8.16% | 148,200 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc | $38.4M | 5.02% | 201,700 | Common | SOLE |
| 25809K105 | DASH | DoorDash Inc | $38.2M | 4.99% | 227,743 | Common | SOLE |
| 79466L302 | CRM | Salesforce Inc | $35.8M | 4.68% | 107,062 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc | $30.5M | 3.98% | 161,000 | Common | SOLE |
| 48581R205 | KSPI | Kaspi.KZ JSC | $13.3M | 1.73% | 140,119 | Common | SOLE |
| 292812104 | — | Enfusion Inc | $8.9M | 1.17% | 868,085 | Common | SOLE |
| 98954M101 | ZG | Zillow Group Inc | $6.8M | 0.89% | 96,300 | Common | SOLE |
| 98138H101 | WDAY | Workday Inc | $5.2M | 0.68% | 20,240 | Common | SOLE |
| 82509L107 | SHOP | Shopify Inc. | $4.4M | 0.58% | 41,590 | Common | SOLE |
| M7S64H106 | MNDY | Monday Com LTD | $1.2M | 0.15% | 5,000 | Common | SOLE |
| 82452JAD1 | FOUR 0.5 08/01/27 | Shift4 Payments, Inc. | $216,155 | 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.