Nellore Capital Management LLC

Q1 2025 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    16

  • Value ($000)

    $734,985

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001846677
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

Amazon Com Inc

COM
$178.84 M
24 %

940,000

MELI
MELI

MercadoLibre Inc

COM
$127.80 M
17 %

65,508

APPF
APPF

Appfolio, Inc.

COM CL A
$88.56 M
12 %

402,739

VEEV
VEEV

Veeva Sys Inc

CL A COM
$79.07 M
11 %

341,345

CPNG
CPNG

Coupang Inc

CL A
$65.18 M
9 %

2,971,981

MSFT
MSFT

Microsoft Corp

COM
$56.76 M
8 %

151,200

DASH
DASH

DoorDash Inc

CL A
$45.28 M
6 %

247,743

GOOG
GOOG

Alphabet Inc

CAP STK CL C
$30.65 M
4 %

196,200

CRM
CRM

Salesforce Inc

COM
$20.39 M
3 %

75,968

GOOGL
GOOGL

Alphabet Inc

CAP STK CL A
$18.25 M
3 %

118,000

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