Nellore Capital Management LLC Portfolio Holdings by Sector
Nellore Capital Management LLC
- $731 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
AMZN MELI CPNG 3 stocks |
$371,816
50.89% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
APPF CRM ENFN SHOP 4 stocks |
$122,598
16.78% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
DASH GOOG GOOGL ZG 4 stocks |
$97,273
13.31% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV CPSI 2 stocks |
$80,915
11.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$56,758
7.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,295
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|