Nellore Capital Management as of June 30, 2026
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 | |
| MercadoLibre (MELI) | 16.9 | $152M | 90k | 1697.39 | |
| Appfolio Com Cl A (APPF) | 11.7 | $105M | 655k | 160.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.0 | $90M | 253k | 357.37 | |
| Veeva Sys Cl A Com (VEEV) | 9.5 | $86M | 485k | 177.47 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.9 | $71M | 201k | 353.33 | |
| Coupang Cl A (CPNG) | 7.3 | $65M | 3.8M | 17.37 | |
| Doordash Cl A (DASH) | 4.1 | $37M | 201k | 184.53 | |
| Computer Programs & Systems (TBRG) | 2.9 | $26M | 998k | 26.21 | |
| Microsoft Corporation (MSFT) | 0.8 | $7.6M | 20k | 373.02 |
