Institutions / Nellore Capital Management LLC

Nellore Capital Management LLC

CIK 1846677 · Institution · as of Dec 31, 2025
Portfolio value
$893.31M
Positions
11
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Amazon.com Inc$234.74M1,017,00026.3%
MercadoLibre, Inc.$129.83M64,45514.5%
Appfolio Inc$123.23M529,69613.8%
Coupang, Inc.$104.76M4,440,97511.7%
Veeva Systems Inc$73.74M330,3458.3%
Alphabet Inc.$60.78M193,7006.8%
Alphabet Inc.$53.99M172,5006.0%
Microsoft Corp$46.28M95,7005.2%
DoorDash, Inc.$45.52M201,0035.1%
TruBridge, Inc.$20.19M915,0342.3%
Tesla Inc$224.9K5000.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.