Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nellore Capital Management LLC (CIK 1846677) reported $900.7M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($260.0M, 28.87%), MELI ($152.3M, 16.90%), APPF ($105.0M, 11.66%), GOOGL ($90.2M, 10.02%), VEEV ($86.0M, 9.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $260.0M | 28.87% | 1.1M | Added |
| 2 | MELI | MERCADOLIBRE INC | $152.3M | 16.90% | 89,704 | Added |
| 3 | APPF | APPFOLIO INC | $105.0M | 11.66% | 654,865 | Added |
| 4 | GOOGL | ALPHABET INC | $90.2M | 10.02% | 252,500 | Hold |
| 5 | VEEV | VEEVA SYS INC | $86.0M | 9.55% | 484,515 | Added |
| 6 | GOOG | ALPHABET INC | $70.9M | 7.87% | 200,700 | Hold |
| 7 | CPNG | COUPANG INC | $65.3M | 7.25% | 3.8M | Added |
| 8 | DASH | DOORDASH INC | $37.2M | 4.13% | 201,435 | Trimmed |
| 9 | TBRG | TRUBRIDGE INC | $26.2M | 2.91% | 998,446 | Added |
| 10 | MSFT | MICROSOFT CORP | $7.6M | 0.84% | 20,388 | Trimmed |
| 11 | MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30