Nellore Capital Management LLC Top Holdings and 13F Report (2025) About Nellore Capital Management LLCInvestment ActivityNellore Capital Management LLC has $734.98 million in total holdings as of December 31, 2024.Nellore Capital Management LLC owns shares of 16 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 5.67% of the portfolio was purchased this quarter.About 5.29% of the portfolio was sold this quarter.This quarter, Nellore Capital Management LLC has purchased 17 new stocks and bought additional shares in 4 stocks.Nellore Capital Management LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Amazon.com $178,844,400MercadoLibre $127,797,592AppFolio $88,562,306Veeva Systems $79,065,742Coupang $65,175,543 Largest New Holdings this Quarter 205306103 - Computer Programs and Systems $5,969,226 Holding88160R101 - Tesla $1,295,800 Holding Largest Purchases this Quarter Amazon.com 120,000 shares (about $22.83M)AppFolio 30,805 shares (about $6.77M)Computer Programs and Systems 216,905 shares (about $5.97M)DoorDash Inc 20,000 shares (about $3.66M)Tesla 5,000 shares (about $1.30M) Largest Sales this Quarter Salesforce 31,094 shares (about $8.34M)Alphabet 43,000 shares (about $6.65M)Zillow Group 50,000 shares (about $3.34M)Alphabet 5,500 shares (about $859.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNellore Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$178,844,400$22,831,200 ▲14.6%940,00024.3%Retail/WholesaleMELIMercadoLibre$127,797,5920.0%65,50817.4%Retail/WholesaleAPPFAppFolio$88,562,306$6,774,019 ▲8.3%402,73912.0%Computer and TechnologyVEEVVeeva Systems$79,065,7420.0%341,34510.8%MedicalCPNGCoupang$65,175,5430.0%2,971,9818.9%Retail/WholesaleMSFTMicrosoft$56,758,968$1,126,170 ▲2.0%151,2007.7%Computer and TechnologyDoorDash Inc$45,279,988$3,655,400 ▲8.8%247,7436.2%CL AGOOGAlphabet$30,652,326$859,265 ▼-2.7%196,2004.2%Computer and TechnologyCRMSalesforce$20,386,772$8,344,386 ▼-29.0%75,9682.8%Computer and TechnologyGOOGLAlphabet$18,247,520$6,649,520 ▼-26.7%118,0002.5%Computer and TechnologyENFNEnfusion$9,679,1480.0%868,0851.3%Computer and TechnologyCPSIComputer Programs and Systems$5,969,226$5,969,226 ▲New Holding216,9050.8%MedicalSHOPShopify$3,971,0130.0%41,5900.5%Computer and TechnologyZGZillow Group$3,095,618$3,343,000 ▼-51.9%46,3000.4%FinanceTSLATesla$1,295,800$1,295,800 ▲New Holding5,0000.2%Auto/Tires/TrucksShift4 Payments, Inc.$203,0020.0%10.0%NOTE 0.500% 8/0Kaspi.KZ JSC$0$13,270,670 ▼-100.0%00.0%SPONSORED ADSWDAYWorkday$0$5,222,527 ▼-100.0%00.0%Computer and TechnologyMNDYmonday.com$0$1,177,200 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
