Nellore Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Nellore Capital Management Llc disclosed 10 stock positions valued at approximately $900.71M as of quarter-end June 30, 2026. The largest holdings include AMAZON COM INC, MERCADOLIBRE INC, and APPFOLIO INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $900.71M
Holdings by Sector
Nellore Capital Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 28.87% | 1,091,000 | +10,000 | +0.93% | $260,028,940 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 16.90% | 89,704 | +17,749 | +24.67% | $152,262,673 |
| APPFOLIO INC | APPF | Technology | 11.66% | 654,865 | +18,563 | +2.92% | $105,007,603 |
| ALPHABET INC | GOOGL | Communication Services | 10.02% | 252,500 | - | - | $90,235,925 |
| VEEVA SYS INC | VEEV | Healthcare | 9.55% | 484,515 | +37,214 | +8.32% | $85,986,877 |
| ALPHABET INC | GOOG | Communication Services | 7.87% | 200,700 | - | - | $70,913,331 |
| COUPANG INC | CPNG | Consumer Cyclical | 7.25% | 3,760,975 | +420,000 | +12.57% | $65,328,136 |
| DOORDASH INC | DASH | Communication Services | 4.13% | 201,435 | -14,568 | -6.74% | $37,170,801 |
| TRUBRIDGE INC | TBRG | Healthcare | 2.91% | 998,446 | +10,000 | +1.01% | $26,169,270 |
| MICROSOFT CORP | MSFT | Technology | 0.84% | 20,388 | -16,312 | -44.45% | $7,605,132 |
Showing 10 of 10 holdings in the latest reporting period.