Nellore Capital Management LLC reported 9 positions worth $874.54M for the quarter ended Jun 30, 2026, up 13.8% on the prior quarter. It opened 0 new positions, added to 5, trimmed 2 and exited 1. Its largest holding is Amazon Com Inc at 29.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| MNDY monday.com Ltd. | -5,000 | $345.55K | 0.045% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 1.09M | $260.03M | 29.73% | +10.0K | +0.9% | Added | 0.01% |
| 2 | MELI Mercadolibre Inc | Technology | 89.7K | $152.26M | 17.41% | +17.7K | +24.7% | Added | 0.18% |
| 3 | APPF Appfolio Inc | Technology | 654.9K | $105.01M | 12.01% | +18.6K | +2.9% | Added | 1.85% |
| 4 | GOOGL Alphabet Inc. | Technology | 252.5K | $90.24M | 10.32% | 0 | 0.0% | Unchanged | 0% |
| 5 | VEEV Veeva Systems Inc | Technology | 484.5K | $85.99M | 9.83% | +37.2K | +8.3% | Added | 0.3% |
| 6 | GOOG Alphabet Inc. | Technology | 200.7K | $70.91M | 8.11% | 0 | 0.0% | Unchanged | 0% |
| 7 | CPNG Coupang, Inc. | Consumer Discretionary | 3.76M | $65.33M | 7.47% | +420.0K | +12.6% | Added | 0.23% |
| 8 | DASH DoorDash, Inc. | Technology | 201.4K | $37.17M | 4.25% | -14.6K | -6.7% | Reduced | 0.05% |
| 9 | MSFT Microsoft Corp | Technology | 20.4K | $7.61M | 0.87% | -16.3K | -44.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Nellore Capital Management.
As of its Q2 2026 13F filing, Nellore Capital Management LLC’s five largest positions were Amazon Com Inc (AMZN) at 29.7%, Mercadolibre Inc (MELI) at 17.4%, Appfolio Inc (APPF) at 12.0%, Alphabet Inc. (GOOGL) at 10.3%, Veeva Systems Inc (VEEV) at 9.8% of the reported portfolio.
Nellore Capital Management LLC reported a 13F portfolio worth $874.54M across 9 positions for Q2 2026. That is up 13.8% from the previous quarter.
Its largest purchases by value were Mercadolibre Inc ($30.13M), Coupang, Inc. ($7.30M), Veeva Systems Inc ($6.60M). It opened 0 new positions.
Its largest sales by value were Microsoft Corp ($6.08M), DoorDash, Inc. ($2.69M), monday.com Ltd. ($345.55K). It exited 1 positions entirely.
From the Form 13F-HR reports Nellore Capital Management LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.