Nellore Capital Management LLC Portfolio Holdings by Sector
Nellore Capital Management LLC
- $752 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
AMZN MELI CPNG 3 stocks |
$356,615
47.42% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APPF CRM ENFN WDAY SHOP MNDY 6 stocks |
$147,319
19.59% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG DASH GOOGL ZG 4 stocks |
$113,913
15.15% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$71,767
9.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT KKS.F 2 stocks |
$62,466
8.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|