13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001846677-25-000007
Total Value
$916.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Amazon Com Inc | AMZN | 1,020,000 | $224.0M | 24.43% |
| 2 | MercadoLibre Inc | MELI | 59,455 | $138.9M | 15.15% |
| 3 | Appfolio, Inc. | APPF | 474,964 | $130.9M | 14.28% |
| 4 | Coupang Inc | CPNG | 3,351,575 | $107.9M | 11.77% |
| 5 | Veeva Sys Inc | VEEV | 311,345 | $92.8M | 10.12% |
| 6 | Microsoft Corp | MSFT | 126,700 | $65.6M | 7.16% |
| 7 | DoorDash Inc | DASH | 201,003 | $54.7M | 5.96% |
| 8 | Alphabet Inc | GOOG | 193,700 | $47.2M | 5.15% |
| 9 | Alphabet Inc | GOOG | 110,500 | $26.9M | 2.93% |
| 10 | Trubridge Inc | TBRG | 747,032 | $15.1M | 1.64% |
| 11 | Shopify Inc. | SHOP | 41,590 | $6.2M | 0.67% |
| 12 | Zillow Group Inc | Z | 67,232 | $5.0M | 0.55% |
| 13 | Clearwater Analytics HLDGS I | CWAN | 85,110 | $1.5M | 0.17% |
| 14 | Tesla Inc | TSLA | 500 | $222,360 | 0.02% |