Institutional Fund
Nellore Capital Management LLC
Redwood City, CACIK 18466775 filings on record
Portfolio Value
$782.64M
Q1 2026
Holdings
11
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-12.4%
from $893.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc28.8%
- Mercadolibre Inc15.9%
- Appfolio Inc12.8%
- Veeva Sys Inc10.0%
- Alphabet Inc9.3%
- Coupang Inc8.1%
- Other15.1%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 1.08M | $225.14M | 28.8% | +64.0K | Added |
| 2 | Mercadolibre Inc | 72.0K | $124.41M | 15.9% | +7.5K | Added |
| 3 | Appfolio Inc | 636.3K | $100.42M | 12.8% | +106.6K | Added |
| 4 | Veeva Sys Inc | 447.3K | $78.57M | 10.0% | +117.0K | Added |
| 5 | Alphabet Inc | 252.5K | $72.61M | 9.3% | +80.0K | Added |
| 6 | Coupang Inc | 3.34M | $63.08M | 8.1% | −1.10M | Reduced |
| 7 | Alphabet Inc | 200.7K | $57.57M | 7.4% | +7.0K | Added |
| 8 | Doordash Inc | 216.0K | $32.43M | 4.1% | +15.0K | Added |
| 9 | Trubridge Inc | 988.4K | $14.47M | 1.8% | +73.4K | Added |
| 10 | Microsoft Corp | 36.7K | $13.59M | 1.7% | −59.0K | Reduced |
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