Nellore Capital Management LLC: 13F holdings
CIK 18466772026Q2
| Positions | 10 |
|---|
| Reported value | $900.7m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 10 (-1 vs prior quarter) |
|---|
| Reported value | $900.7m (+15.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 1,091,000 | $260.0m | 28.9% |
| MELI MERCADOLIBRE INC | 89,704 | $152.3m | 16.9% |
| APPF APPFOLIO INC | 654,865 | $105.0m | 11.7% |
| GOOGL ALPHABET INC | 252,500 | $90.2m | 10.0% |
| VEEV VEEVA SYS INC | 484,515 | $86.0m | 9.5% |
| GOOG ALPHABET INC | 200,700 | $70.9m | 7.9% |
| CPNG COUPANG INC | 3,760,975 | $65.3m | 7.3% |
| DASH DOORDASH INC | 201,435 | $37.2m | 4.1% |
| TRUBRIDGE INC | 998,446 | $26.2m | 2.9% |
| MSFT MICROSOFT CORP | 20,388 | $7.6m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846677")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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