Nellore Capital Management LLC
Nellore Capital Management LLC reported 10 holdings worth US$901M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Nellore Capital Management LLC reported 10 holdings worth US$901M as of Jun 30, 2026. Largest: Amazon.com, Inc., Alphabet Inc (google) Class C and Mercadolibre, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$901M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 1.09M | US$260M | 28.9% |
| Alphabet Inc (google) Class C | 451K | US$161M | 17.9% |
| Mercadolibre, Inc. | 89,704 | US$152M | 16.9% |
| Appfolio, Inc. | 655K | US$105M | 11.7% |
| Veeva Systems Inc. | 485K | US$86M | 9.5% |
| Coupang, Inc. | 3.76M | US$65.3M | 7.3% |
| Doordash, Inc. | 201K | US$37.2M | 4.1% |
| Trubridge, Inc. | 998K | US$26.2M | 2.9% |
| Microsoft Corp. | 20,388 | US$7.61M | 0.84% |