Nellore Capital Management Llc Portfolio Stock Holdings
Nellore Capital Management Llc disclosed 11 stock positions valued at approximately $782.6 million in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, MERCADOLIBRE INC, and APPFOLIO INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $782.6M
Holdings by Sector
Nellore Capital Management Llc Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 28.77% | 1,081,000 | +64,000 | +6.29% | $225,139,870 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 15.90% | 71,955 | +7,500 | +11.64% | $124,411,634 |
| APPFOLIO INC | APPF | Technology | 12.83% | 636,302 | +106,606 | +20.13% | $100,421,182 |
| VEEVA SYS INC | VEEV | Healthcare | 10.04% | 447,301 | +116,956 | +35.40% | $78,572,894 |
| ALPHABET INC | GOOGL | Communication Services | 9.28% | 252,500 | +80,000 | +46.38% | $72,608,900 |
| COUPANG INC | CPNG | Consumer Cyclical | 8.06% | 3,340,975 | -1,100,000 | -24.77% | $63,077,608 |
| ALPHABET INC | GOOG | Communication Services | 7.36% | 200,700 | +7,000 | +3.61% | $57,572,802 |
| DOORDASH INC | DASH | Communication Services | 4.14% | 216,003 | +15,000 | +7.46% | $32,432,850 |
| TRUBRIDGE INC | TBRG | Healthcare | 1.85% | 988,446 | +73,412 | +8.02% | $14,470,849 |
| MICROSOFT CORP | MSFT | Technology | 1.74% | 36,700 | -59,000 | -61.65% | $13,585,239 |
| MONDAY COM LTD | MNDY | Other | 0.04% | 5,000 | +5,000 | +100.00% | $345,550 |