Nellore Capital Management LLC Portfolio Holdings by Sector
Nellore Capital Management LLC
- $908 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
AMZN MELI CPNG 3 stocks |
$470,823
51.84% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APPF SHOP CWAN 3 stocks |
$138,641
15.27% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH GOOG GOOGL ZG 4 stocks |
$133,711
14.72% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV CPSI 2 stocks |
$99,124
10.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$65,624
7.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$222
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|