Nellore Capital Management as of March 31, 2026
Portfolio Holdings for Nellore Capital Management
Nellore Capital Management holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 28.8 | $225M | 1.1M | 208.27 | |
| MercadoLibre (MELI) | 15.9 | $124M | 72k | 1729.02 | |
| Appfolio Com Cl A (APPF) | 12.8 | $100M | 636k | 157.82 | |
| Veeva Sys Cl A Com (VEEV) | 10.0 | $79M | 447k | 175.66 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.3 | $73M | 253k | 287.56 | |
| Coupang Cl A (CPNG) | 8.1 | $63M | 3.3M | 18.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.4 | $58M | 201k | 286.86 | |
| Doordash Cl A (DASH) | 4.1 | $32M | 216k | 150.15 | |
| Computer Programs & Systems (TBRG) | 1.8 | $15M | 988k | 14.64 | |
| Microsoft Corporation (MSFT) | 1.7 | $14M | 37k | 370.17 | |
| Monday SHS (MNDY) | 0.0 | $346k | 5.0k | 69.11 |
