Nellore Capital Management LLC Portfolio Holdings

Nellore Capital Management LLC

  • $752 Million
  • Q4 2024

Nellore Capital Management LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $752 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $180M, Mercadolibre Inc with a value of $111M, Appfolio Inc with a value of $91.8M, Veeva Systems Inc with a value of $71.8M, and Coupang, Inc. with a value of $65.3M.

Examining the 13F form we can see an increase of $34.2M in the current position value, from $718M to 752M.

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 $752 Million
Consumer Cyclical: $357 Million
Technology: $210 Million
Communication Services: $114 Million
Healthcare: $71.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.46B
$91.8 Million 12.2% of portfolio
371,934
Q4 2024 Added 18.59%
$4.35B
$6.82 Million 0.91% of portfolio
96,300
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $752 Million
  • Prior Value $718 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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