Nellore Capital Management LLC Portfolio Holdings by Sector
Nellore Capital Management LLC
- $882 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
AMZN MELI CPNG 3 stocks |
$478,004
54.22% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APPF SHOP CWAN 3 stocks |
$124,035
14.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH GOOG GOOGL ZG 4 stocks |
$116,289
13.19% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV CPSI 2 stocks |
$95,494
10.83% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$67,747
7.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|