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Nellore Capital Management LLC

CIK 1846677 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Nellore Capital Management LLC reported 10 US-listed holdings worth $900.7 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Amazon.com Inc. (28.9%), MercadoLibre, Inc. (16.9%) and Appfolio Inc. (11.7%). Against the quarter before, it opened 0 positions, added to 6, trimmed 2 and sold out of 1.

Reported holdings$900.7M+15.1% on Q1 2026
Positions10-1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
AMZN28.9%MELI16.9%APPF11.7%GOOGL10.0%VEEV9.5%GOOG7.9%CPNG7.3%DASH4.1%TBRG2.9%MSFT

The 10 largest of its 10 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $733.6 million in 15 positions$734MQ3 24Q4 2024: $765.4 million in 16 positions$765MQ4 24Q1 2025: $734.8 million in 15 positions$735MQ1 25Q2 2025: $891.8 million in 13 positions$892MQ2 25Q3 2025: $916.8 million in 14 positions$917MQ3 25Q4 2025: $893.3 million in 11 positions$893MQ4 25Q1 2026: $782.6 million in 11 positions$783MQ1 26Q2 2026: $900.7 million in 10 positions$901MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +6.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +6.2%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Added 6Held 2Trimmed 2Sold out 1
Added: 6Held: 2Trimmed: 2Sold out: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Added to 6

  1. MercadoLibre, Inc. MELI+17,749 shares · +25%
  2. Coupang, Inc. CPNG+420,000 shares · +13%
  3. Veeva Systems Inc. VEEV+37,214 shares · +8%
  4. Appfolio Inc. APPF+18,563 shares · +3%
  5. Amazon.com Inc. AMZN+10,000 shares · +1%
  6. Trubridge Inc. TBRG+10,000 shares · +1%

Trimmed 2

  1. Microsoft Corp. MSFT-16,312 shares · -44%
  2. DoorDash, Inc. DASH-14,568 shares · -7%

Sold out of 1

  1. monday.com Ltd. MNDY$345,550 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Amazon.com Inc. AMZN1.1M$260.0 million28.87%+10.0K
MercadoLibre, Inc. MELI89.7K$152.3 million16.90%+17.7K
Appfolio Inc. APPF654.9K$105.0 million11.66%+18.6K
Alphabet Inc. GOOGL252.5K$90.2 million10.02%no change
Veeva Systems Inc. VEEV484.5K$86.0 million9.55%+37.2K
Alphabet Inc. GOOG200.7K$70.9 million7.87%no change
Coupang, Inc. CPNG3.8M$65.3 million7.25%+420.0K
DoorDash, Inc. DASH201.4K$37.2 million4.13%-14.6K
Trubridge Inc. TBRG998.4K$26.2 million2.91%+10.0K
Microsoft Corp. MSFT20.4K$7.6 million0.84%-16.3K
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.