Nellore Capital Management LLC 13F Holdings

CIK 0001846677 · REDWOOD CITY, CA

As of Sep 30, 2025, Nellore Capital Management LLC reported 14 positions worth $916.8M in its SEC Form 13F filing.

Top 14 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity1,020,000$224.0M24.43%
MERCADOLIBRE INCMELIConsumer Cyclical59,455 38.9M15.15%
APPFOLIO INCAPPFTechnology474,964 30.9M14.28%
COUPANG INCCPNGConsumer Cyclical3,351,575 07.9M11.77%
VEEVA SYSTEMS INCVEEVHealthcare311,345$92.8M10.12%
MICROSOFT CORPMSFTTechnology126,700$65.6M7.16%
DOORDASH INCDASHCommunication Services201,003$54.7M5.96%
ALPHABET INCGOOGEquity193,700$47.2M5.15%
ALPHABET INCGOOGLEquity110,500$26.9M2.93%
TRUBRIDGE INCTBRGHealthcare747,032 5.1M1.64%
SHOPIFY INCSHOPTechnology41,590$6.2M0.67%
ZILLOW GROUP INCZGCommunication Services67,232$5.0M0.55%
CLEARWATER ANALYTICS HOLDINGS INCCWANTechnology85,110 .5M0.17%
TESLA INCTSLAConsumer Cyclical500$222.4K0.02%