Nellore Capital Management LLC

REDWOOD CITY, CA · CIK 1846677 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$900.7m reported value +15.1% vs Q1 2026

10positions

100.0%in top 10

0 new 6 added 2 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	1,091,000	$260.0m28.87%	28.87%	Added +10.0k	+10,000 0.9%
2	MERCADOLIBRE INC COM MELI	MELI	89,704	$152.3m16.90%	16.90%	Added +17.7k	+17,749 24.7%
3	APPFOLIO INC COM CL A APPF	APPF	654,865	$105.0m11.66%	11.66%	Added +18.6k	+18,563 2.9%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	252,500	$90.2m10.02%	10.02%	Unchanged
5	VEEVA SYS INC CL A COM VEEV	VEEV	484,515	$86.0m9.55%	9.55%	Added +37.2k	+37,214 8.3%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	200,700	$70.9m7.87%	7.87%	Unchanged
7	COUPANG INC CL A CPNG	CPNG	3,760,975	$65.3m7.25%	7.25%	Added +420.0k	+420,000 12.6%
8	DOORDASH INC CL A DASH	DASH	201,435	$37.2m4.13%	4.13%	Reduced -14.6k	-14,568 -6.7%
9	TRUBRIDGE INC COM TBRG	TBRG	998,446	$26.2m2.91%	2.91%	Added +10.0k	+10,000 1.0%
10	MICROSOFT CORP COM MSFT	MSFT	20,388	$7.6m0.84%	0.84%	Reduced -16.3k	-16,312 -44.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MONDAY COM LTD MNDY	MNDY	5,000	$345.6k5.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
TRUBRIDGE INC TBRG · 13G · filed 2025-10-08	TBRG	5.2%≈ $20.7m	new	13G	2025-10-08