Institutional Manager · CIK 0001846677
Nellore Capital Management LLC
REDWOOD CITY, CA · File #028-21067
Latest AUM
$893.3M
Positions
11
Top-10 Concentration
100.0%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202511 pos · $893.3M
- 13F HOLDINGS REPORTQ/E Sep 202514 pos · $916.8M
- 13F HOLDINGS REPORTQ/E Jun 202514 pos · $892.0M
- 13F HOLDINGS REPORTQ/E Mar 202516 pos · $735.0M
- 13F HOLDINGS REPORTQ/E Dec 202417 pos · $765.6M
- 13F HOLDINGS REPORTQ/E Sep 202416 pos · $733.8M
- 13F HOLDINGS REPORTQ/E Jun 202413 pos · $663.0M
- 13F HOLDINGS REPORTQ/E Mar 202412 pos · $647.2M
- 13F HOLDINGS REPORTQ/E Dec 202311 pos · $531.6M
- 13F HOLDINGS REPORTQ/E Sep 202315 pos · $534.4M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202316 pos · $461.2M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202316 pos · $461.2M
- 13F HOLDINGS REPORTQ/E Jun 202316 pos · $461.2M
- 13F HOLDINGS REPORTQ/E Mar 202316 pos · $406.5M
Top 11 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |