# Nellore Capital Management LLC: Form 13F holdings

An institutional investment manager in REDWOOD CITY, CA. SEC CIK 1846677.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $900.7m
- Positions: 10 (10 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1846677/000184667726000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $260.0m | 28.9% | 1,091,000 |  | Added +10,000 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $152.3m | 16.9% | 89,704 |  | Added +17,749 |
| [APPFOLIO INC (APPF)](/companies/appf.md) | COM CL A | $105.0m | 11.7% | 654,865 |  | Added +18,563 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $90.2m | 10.0% | 252,500 |  | Unchanged |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $86.0m | 9.5% | 484,515 |  | Added +37,214 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $70.9m | 7.9% | 200,700 |  | Unchanged |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $65.3m | 7.3% | 3,760,975 |  | Added +420,000 |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $37.2m | 4.1% | 201,435 |  | Reduced −14,568 |
| TRUBRIDGE INC | COM | $26.2m | 2.9% | 998,446 |  | Added +10,000 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $7.6m | 0.8% | 20,388 |  | Reduced −16,312 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| MONDAY COM LTD | SHS | $0 | 0.0% | 0 |  | Sold out −5,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001846677-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.