Nellore Capital Management LLC
CIK 0001846677 · REDWOOD CITY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Nellore Capital Management LLC reported 10 positions worth $900.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AMZN (28.9%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$900.7M
2026 Q2
Positions
10
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
10 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMZN | SH | $260.0M | 28.87% | 1,091,000 | — | — | |
| ▸ 2 | MELI | SH | $152.3M | 16.90% | 89,704 | — | — | |
| ▸ 3 | APPF | SH | $105.0M | 11.66% | 654,865 | — | — | |
| ▸ 4 | GOOGL | SH | $90.2M | 10.02% | 252,500 | — | — | |
| ▸ 5 | VEEV | SH | $86.0M | 9.55% | 484,515 | — | — | |
| ▸ 6 | GOOG | SH | $70.9M | 7.87% | 200,700 | — | — | |
| ▸ 7 | CPNG | SH | $65.3M | 7.25% | 3,760,975 | — | — | |
| ▸ 8 | DASH | SH | $37.2M | 4.13% | 201,435 | — | — | |
| ▸ 9 | 205306103 | SH | $26.2M | 2.91% | 998,446 | — | — | |
| ▸ 10 | MSFT | SH | $7.6M | 0.84% | 20,388 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Nellore Capital Management LLC hold as of Q2 2026?
Nellore Capital Management LLC reported 10 positions worth $900.7M in its Q2 2026 13F filing. Largest positions: AMZN (28.9%), MELI (16.9%), APPF (11.7%), GOOGL (10.0%) and VEEV (9.5%).
What did Nellore Capital Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Nellore Capital Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.