Filed: 2/14/2025ACC: 0001846677-25-000002
📋 What this filing means
NELLORE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $765.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$765.57M
Total AUM (reported)
6.59M
Total Shares
Allocation by class
COM$389.55M50.9%
CL A$128.94M16.8%
COM CL A$91.76M12.0%
CL A COM$71.77M9.4%
CAP STK CL C$38.41M5.0%
CAP STK CL A$30.48M4.0%
SPONSORED ADS$13.27M1.7%
Portfolio Concentration
Top 3$383.06M50.0%
4–10$342.45M44.7%
11–25$40.07M5.2%
Top 3 weight
50.0%
Top 10 weight
94.8%
Voting Authority Distribution
Total shares with voting rights: 7.75M
Sole
Full voting authority
7.75M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
Amazon Com Inc
SOLEShares820K
TypeSH
Market value$179.90M
23.50%
Sole
873.33K
Shared
0.00
None
0.00
MercadoLibre Inc
SOLEShares65.51K
TypeSH
Market value$111.39M
14.55%
Sole
56.51K
Shared
0.00
None
0.00
Appfolio, Inc.
SOLEShares371.93K
TypeSH
Market value$91.76M
11.99%
Sole
313.62K
Shared
0.00
None
0.00
Veeva Sys Inc
SOLEShares341.35K
TypeSH
Market value$71.77M
9.37%
Sole
30.24K
Shared
0.00
None
0.00
Coupang Inc
SOLEShares2.97M
TypeSH
Market value$65.32M
8.53%
Sole
2.80M
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares148.20K
TypeSH
Market value$62.47M
8.16%
Sole
148.20K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares201.70K
TypeSH
Market value$38.41M
5.02%
Sole
201.70K
Shared
0.00
None
0.00
DoorDash Inc
SOLEShares227.74K
TypeSH
Market value$38.20M
4.99%
Sole
227.74K
Shared
0.00
None
0.00
Salesforce Inc
SOLEShares107.06K
TypeSH
Market value$35.79M
4.68%
Sole
228.44K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares161K
TypeSH
Market value$30.48M
3.98%
Sole
146K
Shared
0.00
None
0.00
Kaspi.KZ JSC
SOLEShares140.12K
TypeSH
Market value$13.27M
1.73%
Sole
150.12K
Shared
0.00
None
0.00
Enfusion Inc
SOLEShares868.09K
TypeSH
Market value$8.94M
1.17%
Sole
2.08M
Shared
0.00
None
0.00
Zillow Group Inc
SOLEShares96.30K
TypeSH
Market value$6.82M
0.89%
Sole
96.30K
Shared
0.00
None
0.00
Workday Inc
SOLEShares20.24K
TypeSH
Market value$5.22M
0.68%
Sole
227.63K
Shared
0.00
None
0.00
Shopify Inc.
SOLEShares41.59K
TypeSH
Market value$4.42M
0.58%
Sole
118.91K
Shared
0.00
None
0.00
Monday Com LTD
SOLEShares5K
TypeSH
Market value$1.18M
0.15%
Sole
60K
Shared
0.00
None
0.00
Shift4 Payments, Inc.
SOLEShares1.00
TypePRN
Market value$216.2K
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 | 820K | SH | $179.90M 23.50% | 873.33K | 0.00 | 0.00 |
MercadoLibre IncSOLE | COM | 65.51K | SH | $111.39M 14.55% | 56.51K | 0.00 | 0.00 |
Appfolio, Inc.SOLE | COM CL A | 371.93K | SH | $91.76M 11.99% | 313.62K | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 341.35K | SH | $71.77M 9.37% | 30.24K | 0.00 | 0.00 |
Coupang IncSOLE | CL A | 2.97M | SH | $65.32M 8.53% | 2.80M | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 148.20K | SH | $62.47M 8.16% | 148.20K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL C | 201.70K | SH | $38.41M 5.02% | 201.70K | 0.00 | 0.00 |
DoorDash IncSOLE | CL A | 227.74K | SH | $38.20M 4.99% | 227.74K | 0.00 | 0.00 |
Salesforce IncSOLE | COM | 107.06K | SH | $35.79M 4.68% | 228.44K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL A | 161K | SH | $30.48M 3.98% | 146K | 0.00 | 0.00 |
Kaspi.KZ JSCSOLE | SPONSORED ADS | 140.12K | SH | $13.27M 1.73% | 150.12K | 0.00 | 0.00 |
Enfusion IncSOLE | CL A | 868.09K | SH | $8.94M 1.17% | 2.08M | 0.00 | 0.00 |
Zillow Group IncSOLE | CL A | 96.30K | SH | $6.82M 0.89% | 96.30K | 0.00 | 0.00 |
Workday IncSOLE | CL A | 20.24K | SH | $5.22M 0.68% | 227.63K | 0.00 | 0.00 |
Shopify Inc.SOLE | CL A | 41.59K | SH | $4.42M 0.58% | 118.91K | 0.00 | 0.00 |
Monday Com LTDSOLE | SHS | 5K | SH | $1.18M 0.15% | 60K | 0.00 | 0.00 |
Shift4 Payments, Inc.SOLE | NOTE 0.500% 8/0 | 1.00 | PRN | $216.2K 0.03% | 1.00 | 0.00 | 0.00 |