Nellore Capital Management LLC Portfolio Holdings by Sector
Nellore Capital Management LLC
- $718 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
AMZN MELI CPNG 3 stocks |
$347,276
48.38% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APPF CRM ENFN WDAY SHOP NCNO 6 stocks |
$168,594
23.49% of portfolio
|
4
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG DASH GOOGL 3 stocks |
$90,435
12.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT KKS.F 2 stocks |
$63,760
8.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$47,777
6.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|