13F HOLDINGS REPORT
Nellore Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001846677-26-000002
Total Value
$893.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,017,000 | $234.7M | 26.28% |
| 2 | MERCADOLIBRE INC | MELI | 64,455 | $129.8M | 14.53% |
| 3 | APPFOLIO INC | APPF | 529,696 | $123.2M | 13.80% |
| 4 | COUPANG INC | CPNG | 4,440,975 | $104.8M | 11.73% |
| 5 | VEEVA SYS INC | VEEV | 330,345 | $73.7M | 8.25% |
| 6 | ALPHABET INC | GOOG | 193,700 | $60.8M | 6.80% |
| 7 | ALPHABET INC | GOOG | 172,500 | $54.0M | 6.04% |
| 8 | MICROSOFT CORP | MSFT | 95,700 | $46.3M | 5.18% |
| 9 | DOORDASH INC | DASH | 201,003 | $45.5M | 5.10% |
| 10 | TRUBRIDGE INC | TBRG | 915,034 | $20.2M | 2.26% |
| 11 | TESLA INC | TSLA | 500 | $224,860 | 0.03% |