Nellore Capital Management LLC
11 holdingsFiling period: 2026-03-31Current AUM: $924.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.08M | $225.1M | $293.6M | 31.74% | +64.0K | 2026-03-31 |
| 2 | MELI | MERCADOLIBRE INC | 72.0K | $124.4M | $135.1M | 14.61% | +7.5K | 2026-03-31 |
| 3 | APPF | APPFOLIO INC | 636.3K | $100.4M | $114.7M | 12.40% | +106.6K | 2026-03-31 |
| 4 | VEEV | VEEVA SYS INC | 447.3K | $78.6M | $91.1M | 9.86% | +117.0K | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 252.5K | $72.6M | $89.9M | 9.72% | +80.0K | 2026-03-31 |
| 6 | CPNG | COUPANG INC | 3.34M | $63.1M | $54.6M | 5.91% | -1,100,000 | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 200.7K | $57.6M | $71.6M | 7.74% | +7.0K | 2026-03-31 |
| 8 | DASH | DOORDASH INC | 216.0K | $32.4M | $42.4M | 4.58% | +15.0K | 2026-03-31 |
| 9 | TBRG | TRUBRIDGE INC | 988.4K | $14.5M | $14.5M | 1.56% | +73.4K | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 36.7K | $13.6M | $17.1M | 1.84% | -59,000 | 2026-03-31 |
| 11 | — | MONDAY COM LTD | 5.0K | $345K | $345K | 0.04% | -- | 2026-03-31 |
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