13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001846677-25-000004
Total Value
$892.0M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon Com Inc | AMZN | 985,000 | $216.1M | 24.23% |
| 2 | MercadoLibre Inc | MELI | 63,508 | $166.0M | 18.61% |
| 3 | Appfolio, Inc. | APPF | 506,892 | $116.7M | 13.09% |
| 4 | Coupang Inc | CPNG | 3,201,575 | $95.9M | 10.75% |
| 5 | Veeva Sys Inc | VEEV | 311,345 | $89.7M | 10.05% |
| 6 | Microsoft Corp | MSFT | 136,200 | $67.7M | 7.60% |
| 7 | DoorDash Inc | DASH | 227,743 | $56.1M | 6.29% |
| 8 | Alphabet Inc | GOOG | 193,700 | $34.4M | 3.85% |
| 9 | Alphabet Inc | GOOG | 110,500 | $19.5M | 2.18% |
| 10 | Trubridge Inc | TBRG | 683,921 | $16.0M | 1.80% |
| 11 | Zillow Group Inc | Z | 92,232 | $6.3M | 0.71% |
| 12 | Shopify Inc. | SHOP | 41,590 | $4.8M | 0.54% |
| 13 | Clearwater Analytics HLDGS I | CWAN | 114,517 | $2.5M | 0.28% |
| 14 | Shift4 Payments, Inc. | 82452JAD1 | 1 | $214,749 | 0.02% |