Nellore Capital Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Nellore Capital Management LLC disclosed 10 US equity positions worth $900.7m in its Q2 2026 13F filing. The largest position was AMZN at 28.9% of the reported book, followed by MELI and APPF. Against the Q1 2026 filing, it opened 0 new positions, added to 6 and reduced 2 among the top 10 holdings.
What did Nellore Capital Management LLC own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 28.9% | $260.0m | 1,091,000 | 1% | added |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 16.9% | $152.3m | 89,704 | 25% | added |
| 3 | APPF APPFOLIO INC | Technology | 11.7% | $105.0m | 654,865 | 3% | added |
| 4 | GOOGL ALPHABET INC | Communication Services | 10.0% | $90.2m | 252,500 | 0% | held |
| 5 | VEEV VEEVA SYS INC | Healthcare | 9.5% | $86.0m | 484,515 | 8% | added |
| 6 | GOOG ALPHABET INC | Communication Services | 7.9% | $70.9m | 200,700 | 0% | held |
| 7 | CPNG COUPANG INC | Consumer Cyclical | 7.3% | $65.3m | 3,760,975 | 13% | added |
| 8 | DASH DOORDASH INC | Consumer Cyclical | 4.1% | $37.2m | 201,435 | -7% | reduced |
| 9 | TRUBRIDGE INC | 2.9% | $26.2m | 998,446 | 1% | added | |
| 10 | MSFT MICROSOFT CORP | Technology | 0.8% | $7.6m | 20,388 | -44% | reduced |
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.