Nellore Capital Management as of Dec. 31, 2025
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 11 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 26.3 | $235M | 1.0M | 230.82 | |
| MercadoLibre (MELI) | 14.5 | $130M | 65k | 2014.26 | |
| Appfolio Com Cl A (APPF) | 13.8 | $123M | 530k | 232.65 | |
| Coupang Cl A (CPNG) | 11.7 | $105M | 4.4M | 23.59 | |
| Veeva Sys Cl A Com (VEEV) | 8.3 | $74M | 330k | 223.23 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.8 | $61M | 194k | 313.80 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $54M | 173k | 313.00 | |
| Microsoft Corporation (MSFT) | 5.2 | $46M | 96k | 483.62 | |
| Doordash Cl A (DASH) | 5.1 | $46M | 201k | 226.48 | |
| Computer Programs & Systems (TBRG) | 2.3 | $20M | 915k | 22.07 | |
| Tesla Motors (TSLA) | 0.0 | $225k | 500.00 | 449.72 |
