Nellore Capital Management LLC Portfolio Holdings

Nellore Capital Management LLC

  • $731 Million
  • Q1 2025

Nellore Capital Management LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $731 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $179M, Mercadolibre Inc with a value of $128M, Appfolio Inc with a value of $88.6M, Veeva Systems Inc with a value of $79.1M, and Coupang, Inc. with a value of $65.2M.

Examining the 13F form we can see an decrease of $21.4M in the current position value, from $752M to 731M.

Nellore Capital Management LLC is based out at Palo Alto, CA

Below you can find more details about Nellore Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $731 Million
Consumer Cyclical: $373 Million
Technology: $179 Million
Communication Services: $97.3 Million
Healthcare: $80.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $731 Million
  • Prior Value $752 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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