Nellore Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$782.6M
Q ending 2026-03-31
Prior quarter
$893.3M
Q ending 2025-12-31
Change
-12.4% QoQ · +6.5% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $225.1M | 1.1M |
| Mercadolibre Inc | MELI | Shares | $124.4M | 72K |
| Appfolio Inc | APPF | Shares | $100.4M | 636K |
| Veeva Sys Inc | VEEV | Shares | $78.6M | 447K |
| Alphabet Inc | GOOGL | Shares | $72.6M | 253K |
| Coupang Inc | CPNG | Shares | $63.1M | 3.3M |
| Alphabet Inc | GOOG | Shares | $57.6M | 201K |
| Doordash Inc | DASH | Shares | $32.4M | 216K |
| Trubridge Inc | Shares | $14.5M | 988K | |
| Microsoft Corp | MSFT | Shares | $13.6M | 37K |
| Monday Com Ltd | Shares | $346K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.