13FBOX
Nellore Capital Management LLC · 13F Holdings
Options Calculator Rankings

Nellore Capital Management LLC

No.2972
Latest AUM (Q2 2026)
$900.7M
QoQ Change Q1 2026
+$118.1M+15.1%
Holdings
10
New Buys
0
Adds
6
Reduces
2
Exits
1
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AMAZON COM INCAMZN
28.87%28.77%$260.0M1.1M$225.1M1.1M+10,000+0.93%Add
MERCADOLIBRE INC COMMELI
16.9%15.9%$152.3M89,704$124.4M71,955+17,749+24.67%Add
AAPPFOLIO INCAPPF
11.66%12.83%$105.0M654,865$100.4M636,302+18,563+2.92%Add
ALPHABET INCGOOGL
10.02%9.28%$90.2M252,500$72.6M252,50000.00%Unchanged
VEEVA SYS INCVEEV
9.55%10.04%$86.0M484,515$78.6M447,301+37,214+8.32%Add
AAlphabet Inc Class CGOOG
7.87%7.36%$70.9M200,700$57.6M200,70000.00%Unchanged
COUPANG INC CLASS ACPNG
7.25%8.06%$65.3M3.8M$63.1M3.3M+420,000+12.57%Add
DDOORDASH INCDASH
4.13%4.14%$37.2M201,435$32.4M216,003-14,568-6.74%Reduce
TTRUBRIDGE INC COM
2.91%1.85%$26.2M998,446$14.5M988,446+10,000+1.01%Add
MICROSOFT CORPMSFT
0.84%1.74%$7.6M20,388$13.6M36,700-16,312-44.45%Reduce

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