Nellore Capital Management

Latest statistics and disclosures from Nellore Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AMZN, MELI, APPF, GOOGL, VEEV, and represent 77.00% of Nellore Capital Management's stock portfolio.
  • Added to shares of these 6 stocks: MELI (+$30M), CPNG (+$7.3M), VEEV (+$6.6M), APPF, AMZN, TBRG.
  • Reduced shares in these 3 stocks: MSFT (-$6.1M), DASH, MNDY.
  • Sold out of its position in MNDY.
  • Nellore Capital Management was a net buyer of stock by $41M.
  • Nellore Capital Management has $901M in assets under management (AUM), dropping by 15.09%.
  • Central Index Key (CIK): 0001846677

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Portfolio Holdings for Nellore Capital Management

Nellore Capital Management holds 10 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 28.9 $260M 1.1M 238.34
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MercadoLibre (MELI) 16.9 $152M +24% 90k 1697.39
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Appfolio Com Cl A (APPF) 11.7 $105M +2% 655k 160.35
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Alphabet Cap Stk Cl A (GOOGL) 10.0 $90M 253k 357.37
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Veeva Sys Cl A Com (VEEV) 9.5 $86M +8% 485k 177.47
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Alphabet Cap Stk Cl C (GOOG) 7.9 $71M 201k 353.33
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Coupang Cl A (CPNG) 7.3 $65M +12% 3.8M 17.37
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Doordash Cl A (DASH) 4.1 $37M -6% 201k 184.53
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Computer Programs & Systems (TBRG) 2.9 $26M 998k 26.21
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Microsoft Corporation (MSFT) 0.8 $7.6M -44% 20k 373.02
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Past Filings by Nellore Capital Management

SEC 13F filings are viewable for Nellore Capital Management going back to 2020

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