NELLORE CAPITAL MANAGEMENT LLC

PrivateCIK: 1846677
Location

REDWOOD CITY, CA

10
Positions
$900.71M
Total AUM (reported)
7.75M
Total Shares

Allocation by class

TOTAL AUM$900.71M10 positions
COM$446.07M49.5%
COM CL A$105.01M11.7%
CL A$102.50M11.4%
CAP STK CL A$90.24M10.0%
CL A COM$85.99M9.5%
CAP STK CL C$70.91M7.9%

Portfolio Concentration

Top 357.4%4–1042.6%TOP 10100.0%0%100%
Top 3$517.30M57.4%
4–10$383.41M42.6%

Top 3 weight

57.4%

Top 10 weight

100.0%

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)

Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:

AMAZON COM INC

SOLE
COM
Shares1.09M
TypeSH
Market value$260.03M
28.87%
Sole
1.09M
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares89.70K
TypeSH
Market value$152.26M
16.90%
Sole
89.70K
Shared
0.00
None
0.00

APPFOLIO INC

SOLE
COM CL A
Shares654.87K
TypeSH
Market value$105.01M
11.66%
Sole
654.87K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares252.50K
TypeSH
Market value$90.24M
10.02%
Sole
252.50K
Shared
0.00
None
0.00

VEEVA SYS INC

SOLE
CL A COM
Shares484.51K
TypeSH
Market value$85.99M
9.55%
Sole
484.51K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares200.70K
TypeSH
Market value$70.91M
7.87%
Sole
200.70K
Shared
0.00
None
0.00

COUPANG INC

SOLE
CL A
Shares3.76M
TypeSH
Market value$65.33M
7.25%
Sole
3.76M
Shared
0.00
None
0.00

DOORDASH INC

SOLE
CL A
Shares201.44K
TypeSH
Market value$37.17M
4.13%
Sole
201.44K
Shared
0.00
None
0.00

TRUBRIDGE INC

SOLE
COM
Shares998.45K
TypeSH
Market value$26.17M
2.91%
Sole
998.45K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares20.39K
TypeSH
Market value$7.61M
0.84%
Sole
20.39K
Shared
0.00
None
0.00