Nellore Capital Management LLC — 13F Holdings & Portfolio
CIK 1846677 · latest 13F-HR filed 2026-08-14
Nellore Capital Management LLC manages $900.7M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (28.87%), MELI (16.90%), APPF (11.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 1, added to 7, and trimmed 1.
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.
855 JEFFERSON AVENUE
REDWOOD CITY, CA 94063
$900.7M
Long-equity book
10
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −1 / ↑7 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$34.9M +15.5%
- MERCADOLIBRE INC$27.9M +22.4%
- ALPHABET INC$17.6M +24.3%
- ALPHABET INC$13.3M +23.2%
- TRUBRIDGE INC$11.7M +80.8%
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 | $260.0M | 28.87% | 1,091,000 | SH |
| 2 | MERCADOLIBRE INC | MELI | 58733R102 | $152.3M | 16.90% | 89,704 | SH |
| 3 | APPFOLIO INC | APPF | 03783C100 | $105.0M | 11.66% | 654,865 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $90.2M | 10.02% | 252,500 | SH |
| 5 | VEEVA SYS INC | VEEV | 922475108 | $86.0M | 9.55% | 484,515 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $70.9M | 7.87% | 200,700 | SH |
| 7 | COUPANG INC | CPNG | 22266T109 | $65.3M | 7.25% | 3,760,975 | SH |
| 8 | DOORDASH INC | DASH | 25809K105 | $37.2M | 4.13% | 201,435 | SH |
| 9 | TRUBRIDGE INC | TBRG | 205306103 | $26.2M | 2.91% | 998,446 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $7.6M | 0.84% | 20,388 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $900.7M | 10 | 0001846677-26-000004 |
| 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 |