Nellore-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APPF",
  null,
  "GOOGL",
  null,
  "TBRG",
  "MSFT",
  "DASH",
  "SHOP",
  "AMZN",
  "VEEV",
  "ZG",
  "CRM",
  "MELI",
  "CPNG",
  "GOOG",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 16
Total Value: 734984964
Accession Number: 0001769202-25-000003
Form Type: 13F-HR
CIK: nellore-capital-management
Manager Name: Nellore-Capital-Management

Data Enrichment

88% identified

14 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

16 positions • $735.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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AMAZON COM INC

AMZN|023135106

Shares:940.0K

Value:$178.8M

% of Portfolio:24.3% ($178.8M/$735.0M)

MERCADOLIBRE INC

MELI|58733R102

Shares:65.5K

Value:$127.8M

% of Portfolio:17.4% ($127.8M/$735.0M)

APPFOLIO INC

APPF|03783C100

Shares:402.7K

Value:$88.6M

% of Portfolio:12.0% ($88.6M/$735.0M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:341.3K

Value:$79.1M

% of Portfolio:10.8% ($79.1M/$735.0M)

Coupang, Inc.

CPNG|22266T109

Shares:3.0M

Value:$65.2M

% of Portfolio:8.9% ($65.2M/$735.0M)

MICROSOFT CORP

MSFT|594918104

Shares:151.2K

Value:$56.8M

% of Portfolio:7.7% ($56.8M/$735.0M)

DoorDash, Inc.

DASH|25809K105

Shares:247.7K

Value:$45.3M

% of Portfolio:6.2% ($45.3M/$735.0M)

Alphabet Inc.

GOOG|02079K107

Shares:196.2K

Value:$30.7M

% of Portfolio:4.2% ($30.7M/$735.0M)

Salesforce, Inc.

CRM|79466L302

Shares:76.0K

Value:$20.4M

% of Portfolio:2.8% ($20.4M/$735.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:118.0K

Value:$18.2M

% of Portfolio:2.5% ($18.2M/$735.0M)

292812104

Shares:868.1K

Value:$9.7M

% of Portfolio:1.3% ($9.7M/$735.0M)

TruBridge, Inc.

TBRG|205306103

Shares:216.9K

Value:$6.0M

% of Portfolio:0.8% ($6.0M/$735.0M)

SHOPIFY INC.

SHOP|82509L107

Shares:41.6K

Value:$4.0M

% of Portfolio:0.5% ($4.0M/$735.0M)

ZILLOW GROUP, INC.

ZG|98954M101

Shares:46.3K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$735.0M)

Tesla, Inc.

TSLA|88160R101

Shares:5.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$735.0M)

82452JAD1

Shares:—

Value:$203.0K

% of Portfolio:0.0% ($203.0K/$735.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	940.0K	QoQ +14.63% (-120.0K) YoY +20.80% (+161.9K)	All Managers (Combined)	$178.8M	24.3% ($178.8M/$735.0M)	QoQ -0.58% (-$1.1M) YoY +27.41% (+$38.5M)
MERCADOLIBRE INC(MELIcusip58733R102)	65.5K	QoQ 0.00% (+0) YoY +29.36% (+14.9K)	All Managers (Combined)	$127.8M	17.4% ($127.8M/$735.0M)	QoQ +14.72% (+$16.4M) YoY +66.92% (+$51.2M)
APPFOLIO INC(APPFcusip03783C100)	402.7K	QoQ +8.28% (-30.8K) YoY +44.54% (+124.1K)	All Managers (Combined)	$88.6M	12.0% ($88.6M/$735.0M)	QoQ -3.48% (-$3.2M) YoY +28.82% (+$19.8M)
VEEVA SYSTEMS INC(VEEVcusip922475108)	341.3K	QoQ 0.00% (+0) YoY +51.58% (+116.2K)	All Managers (Combined)	$79.1M	10.8% ($79.1M/$735.0M)	QoQ +10.16% (+$7.3M) YoY +51.54% (+$26.9M)
Coupang, Inc.(CPNGcusip22266T109)	3.0M	QoQ 0.00% (-0) YoY +48.59% (+971.9K)	All Managers (Combined)	$65.2M	8.9% ($65.2M/$735.0M)	QoQ -0.22% (-$148.6K) YoY +83.17% (+$29.6M)
MICROSOFT CORP(MSFTcusip594918104)	151.2K	QoQ +2.02% (-3.0K) YoY -15.29% (-27.3K)	All Managers (Combined)	$56.8M	7.7% ($56.8M/$735.0M)	QoQ -9.13% (-$5.7M) YoY -24.42% (-$18.3M)
DoorDash, Inc.(DASHcusip25809K105)	247.7K	QoQ +8.78% (+20.0K) YoY +16.61% (+35.3K)	All Managers (Combined)	$45.3M	6.2% ($45.3M/$735.0M)	QoQ +18.52% (+$7.1M) YoY +54.76% (+$16.0M)
Alphabet Inc.(GOOGcusip02079K107)	196.2K	QoQ -2.72% (-5.5K) YoY -11.50% (-25.5K)	All Managers (Combined)	$30.7M	4.2% ($30.7M/$735.0M)	QoQ -20.20% (-$7.8M) YoY -9.19% (-$3.1M)
Salesforce, Inc.(CRMcusip79466L302)	76.0K	QoQ -29.04% (-31.1K) YoY -70.60% (-182.5K)	All Managers (Combined)	$20.4M	2.8% ($20.4M/$735.0M)	QoQ -43.04% (-$15.4M) YoY -73.80% (-$57.4M)
Alphabet Inc.(GOOGLcusip02079K305)	118.0K	QoQ -26.70% (-43.0K) YoY +24.21% (+23.0K)	All Managers (Combined)	$18.2M	2.5% ($18.2M/$735.0M)	QoQ -40.12% (-$12.2M) YoY +27.26% (+$3.9M)
(cusip292812104)✕	868.1K	QoQ 0.00% (+0) YoY -37.01% (-510.2K)	All Managers (Combined)	$9.7M	1.3% ($9.7M/$735.0M)	QoQ +8.25% (+$737.9K) YoY -24.08% (-$3.1M)
TruBridge, Inc.(TBRGcusip205306103)	216.9K	QoQ NEW(+216.9K) YoY NEW(+216.9K)	All Managers (Combined)	$6.0M	0.8% ($6.0M/$735.0M)	QoQ NEW(+$6.0M) YoY NEW(+$6.0M)
SHOPIFY INC.(SHOPcusip82509L107)	41.6K	QoQ 0.00% (-0) YoY NEW(+41.6K)	All Managers (Combined)	$4.0M	0.5% ($4.0M/$735.0M)	QoQ -10.20% (-$451.3K) YoY NEW(+$4.0M)
ZILLOW GROUP, INC.(ZGcusip98954M101)	46.3K	QoQ -51.92% (-50.0K) YoY NEW(+46.3K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$735.0M)	QoQ -54.62% (-$3.7M) YoY NEW(+$3.1M)
Tesla, Inc.(TSLAcusip88160R101)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$735.0M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip82452JAD1)✕	—	QoQ - YoY NEW	All Managers (Combined)	$203.0K	0.0% ($203.0K/$735.0M)	QoQ -6.08% (-$13.2K) YoY NEW(+$203.0K)