Nellore Capital Management LLC Portfolio Holdings by Sector
Nellore Capital Management LLC
- $644 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
AMZN MELI CPNG 3 stocks |
$291,975
45.37% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
APPF CRM ENFN WDAY 4 stocks |
$159,225
24.74% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT KKS.F 2 stocks |
$79,646
12.38% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG DASH GOOGL 3 stocks |
$77,019
11.97% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$35,719
5.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|