Fund HoldingsNellore Capital Management LLC

Total Portfolio Value
$647.23M
Total Bought
$62.53M
Total Sold
$39.51M
Net Transaction
+$23.01M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Kaspi.KZ JSC(KSPI)0250,119+250,119030,7774.76%+30,777
Coupang Inc(CPNG)360,4252,000,075+1,639,6505,83535,5815.50%+29,746
Appfolio, Inc.(APPF)278,627278,627048,26968,74810.62%+20,479
Amazon.com Inc(AMZN)798,126778,126-20,000121,267140,35821.69%+19,091
Veeva Systems Inc.(VEEV)225,178225,178043,35152,1718.06%+8,820
DoorDash Inc(DASH)232,443212,443-20,00022,98629,2584.52%+6,271
Alphabet Inc(GOOG)221,700221,700031,24433,7565.22%+2,512
Enfusion Inc1,107,7601,378,303+270,54310,74512,7491.97%+2,004
Alphabet Inc(GOOG)95,00095,000013,27114,3382.22%+1,068
Microsoft Inc(MSFT)207,500178,500-29,00078,02875,09911.60%-2,930
MercadoLibre Inc(MELI)50,63750,637079,57876,56111.83%-3,017
Salesforce Inc(CRM)338,439258,439-80,00089,05777,83712.03%-11,220
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