§ 13F · FUND PROFILE
Nellore Capital Management LLC.
AUM · $901M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.09M | $260M | — | — |
| 2 | MELI | MERCADOLIBRE INC | 90K | $152M | — | — |
| 3 | APPF | APPFOLIO INC | 655K | $105M | — | — |
| 4 | GOOGL | ALPHABET INC | 253K | $90M | — | — |
| 5 | VEEV | VEEVA SYS INC | 485K | $86M | — | — |
| 6 | GOOG | ALPHABET INC | 201K | $71M | — | — |
| 7 | CPNG | COUPANG INC | 3.76M | $65M | — | — |
| 8 | DASH | DOORDASH INC | 201K | $37M | — | — |
| 9 | TBRG | TRUBRIDGE INC | 998K | $26M | — | — |
| 10 | MSFT | MICROSOFT CORP | 20K | $8M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NELLORE SIGNAL
AC read
Nellore Capital Management LLC is a Other fund managing $901 million in assets. The fund runs a focused portfolio of just 10 positions.
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