Filed: 5/15/2025ACC: 0001769202-25-000003
📋 What this filing means
NELLORE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $734.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$734.98M
Total AUM (reported)
6.69M
Total Shares
Allocation by class
COM$391.05M53.2%
CL A$127.20M17.3%
COM CL A$88.56M12.0%
CL A COM$79.07M10.8%
CAP STK CL C$30.65M4.2%
CAP STK CL A$18.25M2.5%
NOTE 0.500% 8/0$203.0K0.0%
Portfolio Concentration
Top 3$395.20M53.8%
4–10$315.57M42.9%
11–25$24.21M3.3%
Top 3 weight
53.8%
Top 10 weight
96.7%
Voting Authority Distribution
Total shares with voting rights: 6.69M
Sole
Full voting authority
6.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
Amazon Com Inc
SOLEShares940K
TypeSH
Market value$178.84M
24.33%
Sole
940K
Shared
0.00
None
0.00
MercadoLibre Inc
SOLEShares65.51K
TypeSH
Market value$127.80M
17.39%
Sole
65.51K
Shared
0.00
None
0.00
Appfolio, Inc.
SOLEShares402.74K
TypeSH
Market value$88.56M
12.05%
Sole
402.74K
Shared
0.00
None
0.00
Veeva Sys Inc
SOLEShares341.35K
TypeSH
Market value$79.07M
10.76%
Sole
341.35K
Shared
0.00
None
0.00
Coupang Inc
SOLEShares2.97M
TypeSH
Market value$65.18M
8.87%
Sole
2.97M
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares151.20K
TypeSH
Market value$56.76M
7.72%
Sole
151.20K
Shared
0.00
None
0.00
DoorDash Inc
SOLEShares247.74K
TypeSH
Market value$45.28M
6.16%
Sole
247.74K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares196.20K
TypeSH
Market value$30.65M
4.17%
Sole
196.20K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares75.97K
TypeSH
Market value$20.39M
2.77%
Sole
75.97K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares118K
TypeSH
Market value$18.25M
2.48%
Sole
118K
Shared
0.00
None
0.00
Enfusion Inc
SOLEShares868.09K
TypeSH
Market value$9.68M
1.32%
Sole
868.09K
Shared
0.00
None
0.00
Trubridge Inc
SOLEShares216.91K
TypeSH
Market value$5.97M
0.81%
Sole
216.91K
Shared
0.00
None
0.00
Shopify Inc.
SOLEShares41.59K
TypeSH
Market value$3.97M
0.54%
Sole
41.59K
Shared
0.00
None
0.00
Zillow Group Inc
SOLEShares46.30K
TypeSH
Market value$3.10M
0.42%
Sole
46.30K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares5K
TypeSH
Market value$1.30M
0.18%
Sole
5K
Shared
0.00
None
0.00
Shift4 Payments, Inc.
SOLEShares1.00
TypePRN
Market value$203.0K
0.03%
Sole
1.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Amazon Com IncSOLE | COM | 940K | SH | $178.84M 24.33% | 940K | 0.00 | 0.00 |
MercadoLibre IncSOLE | COM | 65.51K | SH | $127.80M 17.39% | 65.51K | 0.00 | 0.00 |
Appfolio, Inc.SOLE | COM CL A | 402.74K | SH | $88.56M 12.05% | 402.74K | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 341.35K | SH | $79.07M 10.76% | 341.35K | 0.00 | 0.00 |
Coupang IncSOLE | CL A | 2.97M | SH | $65.18M 8.87% | 2.97M | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 151.20K | SH | $56.76M 7.72% | 151.20K | 0.00 | 0.00 |
DoorDash IncSOLE | CL A | 247.74K | SH | $45.28M 6.16% | 247.74K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL C | 196.20K | SH | $30.65M 4.17% | 196.20K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 75.97K | SH | $20.39M 2.77% | 75.97K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL A | 118K | SH | $18.25M 2.48% | 118K | 0.00 | 0.00 |
Enfusion IncSOLE | CL A | 868.09K | SH | $9.68M 1.32% | 868.09K | 0.00 | 0.00 |
Trubridge IncSOLE | COM | 216.91K | SH | $5.97M 0.81% | 216.91K | 0.00 | 0.00 |
Shopify Inc.SOLE | CL A | 41.59K | SH | $3.97M 0.54% | 41.59K | 0.00 | 0.00 |
Zillow Group IncSOLE | CL A | 46.30K | SH | $3.10M 0.42% | 46.30K | 0.00 | 0.00 |
Tesla IncSOLE | COM | 5K | SH | $1.30M 0.18% | 5K | 0.00 | 0.00 |
Shift4 Payments, Inc.SOLE | NOTE 0.500% 8/0 | 1.00 | PRN | $203.0K 0.03% | 1.00 | 0.00 | 0.00 |