Nellore Capital Management LLC

Q3 2025 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    14

  • Value ($000)

    $916,849

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

Amazon Com Inc

COM
023135106
$223.96M
24 %

1,020,000

M
MELI

MercadoLibre Inc

COM
58733R102
$138.94M
15 %

59,455

A
APPF

Appfolio, Inc.

COM CL A
03783C100
$130.93M
14 %

474,964

C
CPNG

Coupang Inc

CL A
22266T109
$107.92M
12 %

3,351,575

V
VEEV

Veeva Sys Inc

CL A COM
922475108
$92.75M
10 %

311,345

M
MSFT

Microsoft Corp

COM
594918104
$65.62M
7 %

126,700

D
DASH

DoorDash Inc

CL A
25809K105
$54.67M
6 %

201,003

G
GOOG

Alphabet Inc

CAP STK CL C
02079K107
$47.18M
5 %

193,700

G
GOOGL

Alphabet Inc

CAP STK CL A
02079K305
$26.86M
3 %

110,500

P
PS1

Trubridge Inc

COM
205306103
$15.07M
2 %

747,032

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