StockDriftsStockDriftsTop 11 Nellore Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 28.77% | 1.08M | $225.1M | +6.29%(+64.00K) | $147.42(+79.17%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 15.9% | 72.0K | $124.4M | +11.64%(+7.50K) | $1528.95(+1.17%) | 2026-03-31 | |
| APPF | APPFOLIO INC | 12.83% | 636.3K | $100.4M | +20.13%(+106.61K) | $185.65(-18.29%) | 2026-03-31 | |
| VEEV | VEEVA SYS INC | 10.04% | 447.3K | $78.6M | +35.40%(+116.96K) | $208.23(-23.71%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 9.28% | 252.5K | $72.6M | +46.38%(+80.00K) | $228.09(+73.96%) | 2026-03-31 | |
| CPNG | COUPANG INC | 8.06% | 3.34M | $63.1M | -24.77%(-1.10M) | $21.85(-26.22%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 7.36% | 200.7K | $57.6M | +3.61%(+7.00K) | $103.85(+278.75%) | 2026-03-31 | |
| DASH | DOORDASH INC | 4.14% | 216.0K | $32.4M | +7.46%(+15.00K) | $115.44(+37.90%) | 2026-03-31 | |
| TBRG | TRUBRIDGE INC | 1.85% | 988.4K | $14.5M | +8.02%(+73.41K) | $23.70(+9.11%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.74% | 36.7K | $13.6M | -61.65%(-59.00K) | $258.27(+63.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.30% | +53.28% |
| Top 20 Holdings Unweighted | +15.32% | +53.36% |
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