Nellore Capital Management LLC
An institutional investment manager in REDWOOD CITY, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1846677.
- Reported value$900.7m
- Positions10
Holdings: 10 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Amazon Com IncAMZN | COM | 023135106 | 260 | 28.9% | 1,091,000 | Added+10,000 | |
| Mercadolibre IncMELI | COM | 58733R102 | 152 | 16.9% | 89,704 | Added+17,749 | |
| Appfolio IncAPPF | COM CL A | 03783C100 | 105 | 11.7% | 654,865 | Added+18,563 | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 90.2 | 10.0% | 252,500 | Unchanged | |
| Veeva Sys IncVEEV | CL A COM | 922475108 | 86.0 | 9.5% | 484,515 | Added+37,214 | |
| Alphabet IncGOOGL | CAP STK CL C | 02079K107 | 70.9 | 7.9% | 200,700 | Unchanged | |
| Coupang IncCPNG | CL A | 22266T109 | 65.3 | 7.3% | 3,760,975 | Added+420,000 | |
| Doordash IncDASH | CL A | 25809K105 | 37.2 | 4.1% | 201,435 | Reduced−14,568 | |
| Trubridge Inc | COM | 205306103 | 26.2 | 2.9% | 998,446 | Added+10,000 | |
| Microsoft CorpMSFT | COM | 594918104 | 7.6 | 0.8% | 20,388 | Reduced−16,312 |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Monday Com Ltd | SHS | M7S64H106 | 0.0 | 0.0% | 0 | Sold out−5,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001846677-26-000004 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.