Nellore Capital Management LLC — 13F Holdings & Portfolio
CIK 1846677 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$782.6M
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −1 / ↑2 / ↓6
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- COUPANG INC-$41.7M -39.8%
- MICROSOFT CORP-$32.7M -70.6%
- APPFOLIO INC-$22.8M -18.5%
- DOORDASH INC-$13.1M -28.8%
- TRUBRIDGE INC-$5.7M -28.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $225.1M | 28.77% | 1,081,000 | SH |
| 2 | MERCADOLIBRE INC | MELI | 58733R102 | $124.4M | 15.90% | 71,955 | SH |
| 3 | APPFOLIO INC | APPF | 03783C100 | $100.4M | 12.83% | 636,302 | SH |
| 4 | VEEVA SYS INC | VEEV | 922475108 | $78.6M | 10.04% | 447,301 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $72.6M | 9.28% | 252,500 | SH |
| 6 | COUPANG INC | CPNG | 22266T109 | $63.1M | 8.06% | 3,340,975 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $57.6M | 7.36% | 200,700 | SH |
| 8 | DOORDASH INC | DASH | 25809K105 | $32.4M | 4.14% | 216,003 | SH |
| 9 | TRUBRIDGE INC | TBRG | 205306103 | $14.5M | 1.85% | 988,446 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $13.6M | 1.74% | 36,700 | SH |
| 11 | MONDAY COM LTD | MNDY | M7S64H106 | $345.6K | 0.04% | 5,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $782.6M | 11 | 0001846677-26-000003 |
| 2025-12-31 | 2026-02-17 | $893.3M | 11 | 0001846677-26-000002 |
| 2025-09-30 | 2025-11-14 | $916.8M | 14 | 0001846677-25-000007 |