Investor Details
| Filer Name: | NELLORE CAPITAL MANAGEMENT LLC |
|---|---|
| CIK: | 1846677 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 17 |
| Portfolio Value: | $0.77B |
Nellore Capital Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AMZN | US | AMAZON.COM INC | 820,000 | $180M | 23.50% | -6.1% | - |
| MELI | US | MERCADOLIBRE INC | 65,508 | $111M | 14.55% | 15.9% | - |
| APPF | US | APPFOLIO INC - A | 371,934 | $92M | 11.99% | 18.6% | - |
| VEEV | US | VEEVA SYSTEMS INC-CLASS A | 341,345 | $72M | 9.37% | 50.0% | - |
| CPNG | US | COUPANG INC | 2,971,981 | $65M | 8.53% | 6.2% | - |
| MSFT | US | MICROSOFT CORP | 148,200 | $62M | 8.16% | - | - |
| GOOG | US | ALPHABET INC-CL C | 201,700 | $38M | 5.02% | - | - |
| DASH | US | DOORDASH INC - A | 227,743 | $38M | 4.99% | - | - |
| CRM | US | SALESFORCE INC | 107,062 | $36M | 4.68% | -53.1% | - |
| GOOGL | US | ALPHABET INC-CL A | 161,000 | $30M | 3.98% | 10.3% | - |
| KSPI | US | JSC KASPI.KZ ADR | 140,119 | $13M | 1.73% | -6.7% | - |
| ENFN | US | ENFUSION INC - CLASS A | 868,085 | $9M | 1.17% | -58.2% | - |
| ZG | US | ZILLOW GROUP INC - A | 96,300 | $7M | 0.89% | 100.0% | - |
| WDAY | US | WORKDAY INC-CLASS A | 20,240 | $5M | 0.68% | -33.1% | - |
| SHOP | US | SHOPIFY INC - CLASS A | 41,590 | $4M | 0.58% | - | - |
| MNDY | US | MONDAY.COM LTD | 5,000 | $1M | 0.15% | 100.0% | - |
| FOUR 0.5 08/01/27 | TRACE | SHIFT4 PAYMENTS INC | 1 | $0M | 0.03% | - | - |