Nellore Capital Management LLC
CIK 0001846677 · REDWOOD CITY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
AMZN
AMAZON COM INC
28.9%
MELI
MERCADOLIBRE INC
16.9%
APPF
APPFOLIO INC
11.7%
GOOGL
ALPHABET INC
10.0%
VEEV
VEEVA SYS INC
9.5%
GOOG
ALPHABET INC
7.9%
CPNG
COUPANG INC
7.3%
DASH
DOORDASH INC
4.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.