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Nellore Capital Management LLC

Q1 2026 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    11

  • Value ($000)

    $782,639

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$225.14M
29 %

1,081,000

M
MELI

MERCADOLIBRE INC

COM
58733R102
$124.41M
16 %

71,955

A
APPF

APPFOLIO INC

COM CL A
03783C100
$100.42M
13 %

636,302

V
VEEV

VEEVA SYS INC

CL A COM
922475108
$78.57M
10 %

447,301

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$72.61M
9 %

252,500

C
CPNG

COUPANG INC

CL A
22266T109
$63.08M
8 %

3,340,975

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$57.57M
7 %

200,700

D
DASH

DOORDASH INC

CL A
25809K105
$32.43M
4 %

216,003

P
PS1

TRUBRIDGE INC

COM
205306103
$14.47M
2 %

988,446

M
MSFT

MICROSOFT CORP

COM
594918104
$13.59M
2 %

36,700

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