Nellore Capital Management LLC 13F Holdings · Q2 2026
Nellore Capital Management LLC reported 10 securities worth $900.71M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AMZN (28.87%), MELI (16.90%), APPF (11.66%). Among its top 25 positions this quarter: 6 added, 2 trimmed, 1 exited.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR