Nellore Capital Management LLC

Q2 2025 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    14

  • Value ($000)

    $891,973

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001846677
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

Amazon Com Inc

COM
023135106
$216.10M
24 %

985,000

MELI
MELI

MercadoLibre Inc

COM
58733R102
$165.99M
19 %

63,508

APPF
APPF

Appfolio, Inc.

COM CL A
03783C100
$116.73M
13 %

506,892

CPNG
CPNG

Coupang Inc

CL A
22266T109
$95.92M
11 %

3,201,575

VEEV
VEEV

Veeva Sys Inc

CL A COM
922475108
$89.66M
10 %

311,345

MSFT
MSFT

Microsoft Corp

COM
594918104
$67.75M
8 %

136,200

DASH
DASH

DoorDash Inc

CL A
25809K105
$56.14M
6 %

227,743

GOOG
GOOG

Alphabet Inc

CAP STK CL C
02079K107
$34.36M
4 %

193,700

GOOGL
GOOGL

Alphabet Inc

CAP STK CL A
02079K305
$19.47M
2 %

110,500

PS1
PS1

Trubridge Inc

COM
205306103
$16.02M
2 %

683,921

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