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Nellore Capital Management LLC Buys Just Eat Takeaway.com NV, Magnet Forensics Inc, Shift4 Payments Inc, Sells Telos Corp, Netflix Inc, Microsoft Corp

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Feb 22, 2022
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Investment company Nellore Capital Management LLC (Current Portfolio) buys Just Eat Takeaway.com NV, Magnet Forensics Inc, Shift4 Payments Inc, Tribe Capital Growth Corp I, DoorDash Inc, sells Telos Corp, Netflix Inc, Microsoft Corp, Tribe Capital Growth Corp I, Sea during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Nellore Capital Management LLC. As of 2021Q4, Nellore Capital Management LLC owns 24 stocks with a total value of $370 million. These are the details of the buys and sells.

For the details of Nellore Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/nellore+capital+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Nellore Capital Management LLC
  1. Salesforce.com Inc (CRM) - 321,862 shares, 22.13% of the total portfolio. Shares added by 1.80%
  2. MercadoLibre Inc (MELI) - 45,587 shares, 16.63% of the total portfolio. Shares added by 6.54%
  3. Alphabet Inc (GOOG) - 18,760 shares, 14.68% of the total portfolio. Shares added by 9.01%
  4. Just Eat Takeaway.com NV (GRUB) - 699,328 shares, 9.69% of the total portfolio. Shares added by 69932700.00%
  5. Amazon.com Inc (AMZN) - 7,650 shares, 6.90% of the total portfolio. Shares added by 3.38%
New Purchase: Tribe Capital Growth Corp I (ATVC)

Nellore Capital Management LLC initiated holding in Tribe Capital Growth Corp I. The purchase prices were between $9.71 and $9.85, with an estimated average price of $9.77. The stock is now traded at around $9.710000. The impact to a portfolio due to this purchase was 0.53%. The holding were 200,000 shares as of 2021-12-31.

New Purchase: Coupang Inc (CPNG)

Nellore Capital Management LLC initiated holding in Coupang Inc. The purchase prices were between $25.69 and $30.45, with an estimated average price of $28.18. The stock is now traded at around $22.990000. The impact to a portfolio due to this purchase was 0.4%. The holding were 50,000 shares as of 2021-12-31.

New Purchase: Enfusion Inc (ENFN)

Nellore Capital Management LLC initiated holding in Enfusion Inc. The purchase prices were between $17.8 and $22.94, with an estimated average price of $20.15. The stock is now traded at around $15.520000. The impact to a portfolio due to this purchase was 0.28%. The holding were 50,000 shares as of 2021-12-31.

Added: Just Eat Takeaway.com NV (GRUB)

Nellore Capital Management LLC added to a holding in Just Eat Takeaway.com NV by 69932700.00%. The purchase prices were between $10.22 and $16.68, with an estimated average price of $13.32. The stock is now traded at around $8.160000. The impact to a portfolio due to this purchase was 9.69%. The holding were 699,328 shares as of 2021-12-31.

Added: Magnet Forensics Inc (MAGTF)

Nellore Capital Management LLC added to a holding in Magnet Forensics Inc by 335.35%. The purchase prices were between $23.98 and $34.73, with an estimated average price of $29.2. The stock is now traded at around $21.803500. The impact to a portfolio due to this purchase was 2.57%. The holding were 410,100 shares as of 2021-12-31.

Added: Shift4 Payments Inc (FOUR)

Nellore Capital Management LLC added to a holding in Shift4 Payments Inc by 13896300.00%. The purchase prices were between $49.22 and $79.77, with an estimated average price of $63.1. The stock is now traded at around $51.280000. The impact to a portfolio due to this purchase was 2.18%. The holding were 138,964 shares as of 2021-12-31.

Added: DoorDash Inc (DASH)

Nellore Capital Management LLC added to a holding in DoorDash Inc by 31.16%. The purchase prices were between $144.44 and $245.97, with an estimated average price of $188.51. The stock is now traded at around $96.210000. The impact to a portfolio due to this purchase was 0.52%. The holding were 54,714 shares as of 2021-12-31.

Added: Avalara Inc (AVLR)

Nellore Capital Management LLC added to a holding in Avalara Inc by 23.72%. The purchase prices were between $129.11 and $186.42, with an estimated average price of $155.25. The stock is now traded at around $93.400000. The impact to a portfolio due to this purchase was 0.35%. The holding were 52,167 shares as of 2021-12-31.

Sold Out: Telos Corp (TLS)

Nellore Capital Management LLC sold out a holding in Telos Corp. The sale prices were between $14.86 and $28.45, with an estimated average price of $21.02.

Sold Out: Microsoft Corp (MSFT)

Nellore Capital Management LLC sold out a holding in Microsoft Corp. The sale prices were between $283.11 and $343.11, with an estimated average price of $325.12.

Sold Out: Tribe Capital Growth Corp I (ATVCU)

Nellore Capital Management LLC sold out a holding in Tribe Capital Growth Corp I. The sale prices were between $9.9 and $10.16, with an estimated average price of $9.99.

Reduced: Netflix Inc (NFLX)

Nellore Capital Management LLC reduced to a holding in Netflix Inc by 33.26%. The sale prices were between $586.73 and $691.69, with an estimated average price of $639.23. The stock is now traded at around $391.290000. The impact to a portfolio due to this sale was -2.29%. Nellore Capital Management LLC still held 31,100 shares as of 2021-12-31.

Reduced: Sea Ltd (SE)

Nellore Capital Management LLC reduced to a holding in Sea Ltd by 22.58%. The sale prices were between $205.68 and $366.99, with an estimated average price of $296.89. The stock is now traded at around $127.690000. The impact to a portfolio due to this sale was -0.27%. Nellore Capital Management LLC still held 12,000 shares as of 2021-12-31.



Here is the complete portfolio of Nellore Capital Management LLC. Also check out:

1. Nellore Capital Management LLC's Undervalued Stocks
2. Nellore Capital Management LLC's Top Growth Companies, and
3. Nellore Capital Management LLC's High Yield stocks
4. Stocks that Nellore Capital Management LLC keeps buying
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