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Nellore Capital Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $900,708,688
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMAZON COM INC · COM · 023135106 · shares: $260,028,940
- MERCADOLIBRE INC · COM · 58733R102 · shares: $152,262,673
- APPFOLIO INC · COM CL A · 03783C100 · shares: $105,007,603
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $90,235,925
- VEEVA SYS INC · CL A COM · 922475108 · shares: $85,986,877
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $70,913,331
- COUPANG INC · CL A · 22266T109 · shares: $65,328,136
- DOORDASH INC · CL A · 25809K105 · shares: $37,170,801
- TRUBRIDGE INC · COM · 205306103 · shares: $26,169,270
- MICROSOFT CORP · COM · 594918104 · shares: $7,605,132
Reported holdings
10 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMAZON COM INC | COM | 023135106 | — | 1,091,000 shares | $260,028,940 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 89,704 shares | $152,262,673 |
| APPFOLIO INC | COM CL A | 03783C100 | — | 654,865 shares | $105,007,603 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 252,500 shares | $90,235,925 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 484,515 shares | $85,986,877 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 200,700 shares | $70,913,331 |
| COUPANG INC | CL A | 22266T109 | — | 3,760,975 shares | $65,328,136 |
| DOORDASH INC | CL A | 25809K105 | — | 201,435 shares | $37,170,801 |
| TRUBRIDGE INC | COM | 205306103 | — | 998,446 shares | $26,169,270 |
| MICROSOFT CORP | COM | 594918104 | — | 20,388 shares | $7,605,132 |