Nellore Capital Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Nellore Capital Management LLC reported 13 stock positions worth $663.0 million. Its top holding was Amazon.com (AMZN) at 23.1% of the portfolio, followed by MercadoLibre (MELI, 13.6%) and Microsoft (MSFT, 12.0%). Compared with Q1 2024, it opened 1 new position, added to 6 and reduced 5. The biggest buy was Coupang (CPNG, shares +17%) and the biggest sale Veeva Systems Class A (VEEV, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- REDWOOD CITY, CA
- CIK
- 0001846677
- Portfolio Value
- $663.0M (Q2 2024)
- SEC Filing
- 0001846677-24-000003 ↗ filed Aug 15, 2024
Holdings Value
Holdings 13 stocks · $663.0M
| AMZN Amazon.com Inc. | 23.07% | 791,326 | $152.9M | Add +1.7% |
| MELI MercadoLibre Inc. | 13.56% | 54,708 | $89.9M | Add +8.0% |
| MSFT Microsoft Corp. | 12.01% | 178,200 | $79.6M | Reduce -0.2% |
| APPF Appfolio Inc. Class A | 10.31% | 279,449 | $68.3M | Add +0.3% |
| CRM Salesforce Inc. | 10.02% | 258,439 | $66.4M | No change |
| CPNG Coupang Inc. | 7.41% | 2,345,835 | $49.1M | Add +17.3% |
| GOOG Alphabet Inc. Class C | 5.58% | 201,700 | $37.0M | Reduce -9.0% |
| VEEV Veeva Systems Inc. Class A | 5.39% | 195,178 | $35.7M | Reduce -13.3% |
| DASH DoorDash Inc. Class A | 3.56% | 217,243 | $23.6M | Add +2.3% |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 2.92% | 150,119 | $19.4M | Reduce -40.0% |
| GOOGL Alphabet Inc. Class A | 2.47% | 90,000 | $16.4M | Reduce -5.3% |
| ENFN Enfusion Inc. Class A | 2.31% | 1,799,296 | $15.3M | Add +30.5% |
| WDAY Workday Inc. Class A | 1.37% | 40,740 | $9.1M | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| CPNG Coupang Inc. | Add +17.3% | 7.41% | +1.92 |
| MELI MercadoLibre Inc. | Add +8.0% | 13.56% | +1.73 |
| AMZN Amazon.com Inc. | Add +1.7% | 23.07% | +1.38 |
| WDAY Workday Inc. Class A | New | 1.37% | +1.37 |
| ENFN Enfusion Inc. Class A | Add +30.5% | 2.31% | +0.34 |
| APPF Appfolio Inc. Class A | Add +0.3% | 10.31% | −0.31 |
| DASH DoorDash Inc. Class A | Add +2.3% | 3.56% | −0.96 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $900.7M | AMZN, MELI, APPF, GOOGL, VEEV |
| Q1 2026 | 11 | $782.6M | AMZN, MELI, APPF, VEEV, GOOGL |
| Q4 2025 | 11 | $893.3M | AMZN, MELI, APPF, CPNG, VEEV |
| Q3 2025 | 14 | $916.8M | AMZN, MELI, APPF, CPNG, VEEV |
| Q2 2025 | 13 | $891.8M | AMZN, MELI, APPF, CPNG, VEEV |
| Q1 2025 | 15 | $734.8M | AMZN, MELI, APPF, VEEV, CPNG |
| Q4 2024 | 16 | $765.4M | AMZN, MELI, APPF, VEEV, CPNG |
| Q3 2024 | 15 | $733.6M | AMZN, MELI, APPF, CPNG, MSFT |
| Q2 2024 | 13 | $663.0M | AMZN, MELI, MSFT, APPF, CRM |
| Q1 2024 | 12 | $647.2M | AMZN, CRM, MELI, MSFT, APPF |