Nellore Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Nellore Capital Management LLC disclosed 11 US equity positions worth $782.6m in its Q1 2026 13F filing. The largest position was AMZN at 28.8% of the reported book, followed by MELI and APPF.
What did Nellore Capital Management LLC own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 28.8% | $225.1m | 1,081,000 | – | |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 15.9% | $124.4m | 71,955 | – | |
| 3 | APPF APPFOLIO INC | Technology | 12.8% | $100.4m | 636,302 | – | |
| 4 | VEEV VEEVA SYS INC | Healthcare | 10.0% | $78.6m | 447,301 | – | |
| 5 | GOOGL ALPHABET INC | Communication Services | 9.3% | $72.6m | 252,500 | – | |
| 6 | CPNG COUPANG INC | Consumer Cyclical | 8.1% | $63.1m | 3,340,975 | – | |
| 7 | GOOG ALPHABET INC | Communication Services | 7.4% | $57.6m | 200,700 | – | |
| 8 | DASH DOORDASH INC | Consumer Cyclical | 4.1% | $32.4m | 216,003 | – | |
| 9 | TRUBRIDGE INC | 1.8% | $14.5m | 988,446 | – | ||
| 10 | MSFT MICROSOFT CORP | Technology | 1.7% | $13.6m | 36,700 | – | |
| 11 | MNDY MONDAY COM LTD | Technology | 0.0% | $345.6k | 5,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.