Nellore Capital Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Nellore Capital Management LLC reported 10 stock positions worth $900.7 million. Its top holding was Amazon.com (AMZN) at 28.9% of the portfolio, followed by MercadoLibre (MELI, 16.9%) and Appfolio Class A (APPF, 11.7%). Compared with Q1 2026, it sold out of 1, added to 6 and reduced 2. The biggest buy was Trubridge (TBRG, shares +1%) and the biggest sale Microsoft (MSFT, shares −44%).

Most Recent 13F
Q2 2026
Location
REDWOOD CITY, CA
CIK
0001846677
Portfolio Value
$900.7M (Q2 2026)
SEC Filing
0001846677-26-000004 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $647.2M Q1 2024 Q2 2024: $663.0M Q2 2024 Q3 2024: $733.6M Q3 2024 Q4 2024: $765.4M Q4 2024 Q1 2025: $734.8M Q1 2025 Q2 2025: $891.8M Q2 2025 Q3 2025: $916.8M Q3 2025 Q4 2025: $893.3M Q4 2025 Q1 2026: $782.6M Q1 2026 Q2 2026: $900.7M $900.7M Q2 2026

Holdings 10 stocks · $900.7M
AMZN Amazon.com Inc. 28.87% 1,091,000 $260.0M Add +0.9%
MELI MercadoLibre Inc. 16.90% 89,704 $152.3M Add +24.7%
APPF Appfolio Inc. Class A 11.66% 654,865 $105.0M Add +2.9%
GOOGL Alphabet Inc. Class A 10.02% 252,500 $90.2M No change
VEEV Veeva Systems Inc. Class A 9.55% 484,515 $86.0M Add +8.3%
GOOG Alphabet Inc. Class C 7.87% 200,700 $70.9M No change
CPNG Coupang Inc. 7.25% 3,760,975 $65.3M Add +12.6%
DASH DoorDash Inc. Class A 4.13% 201,435 $37.2M Reduce -6.7%
TBRG Trubridge Inc. 2.91% 998,446 $26.2M Add +1.0%
MSFT Microsoft Corp. 0.84% 20,388 $7.6M Reduce -44.5%

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -44.5% 0.84% −0.89
MNDY Monday.com Ltd. Sold out 0.00% −0.04
DASH DoorDash Inc. Class A Reduce -6.7% 4.13% −0.02

Portfolio Buys Q1 2026 → Q2 2026
TBRG Trubridge Inc. Add +1.0% 2.91% +1.06
MELI MercadoLibre Inc. Add +24.7% 16.90% +1.01
AMZN Amazon.com Inc. Add +0.9% 28.87% +0.10
VEEV Veeva Systems Inc. Class A Add +8.3% 9.55% −0.49
CPNG Coupang Inc. Add +12.6% 7.25% −0.81
APPF Appfolio Inc. Class A Add +2.9% 11.66% −1.17

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$900.7MAMZN, MELI, APPF, GOOGL, VEEV
Q1 2026 11$782.6MAMZN, MELI, APPF, VEEV, GOOGL
Q4 2025 11$893.3MAMZN, MELI, APPF, CPNG, VEEV
Q3 2025 14$916.8MAMZN, MELI, APPF, CPNG, VEEV
Q2 2025 13$891.8MAMZN, MELI, APPF, CPNG, VEEV
Q1 2025 15$734.8MAMZN, MELI, APPF, VEEV, CPNG
Q4 2024 16$765.4MAMZN, MELI, APPF, VEEV, CPNG
Q3 2024 15$733.6MAMZN, MELI, APPF, CPNG, MSFT
Q2 2024 13$663.0MAMZN, MELI, MSFT, APPF, CRM
Q1 2024 12$647.2MAMZN, CRM, MELI, MSFT, APPF