Nellore Capital Management LLC
10 holdingsFiling period: 2026-06-30Current AUM: $999.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 1.09M | $260.0M | $271.0M | 27.12% | +10.0K | 2026-06-30 |
| 2 | MELI | MERCADOLIBRE INC | 89.7K | $152.3M | $164.1M | 16.42% | +17.7K | 2026-06-30 |
| 3 | APPF | APPFOLIO INC | 654.9K | $105.0M | $148.0M | 14.81% | +18.6K | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC | 252.5K | $90.2M | $87.1M | 8.72% | -- | 2026-06-30 |
| 5 | VEEV | VEEVA SYS INC | 484.5K | $86.0M | $129.2M | 12.93% | +37.2K | 2026-06-30 |
| 6 | GOOG | ALPHABET INC | 200.7K | $70.9M | $68.5M | 6.86% | -- | 2026-06-30 |
| 7 | CPNG | COUPANG INC | 3.76M | $65.3M | $55.2M | 5.52% | +420.0K | 2026-06-30 |
| 8 | DASH | DOORDASH INC | 201.4K | $37.2M | $39.9M | 4.00% | -14,568 | 2026-06-30 |
| 9 | TBRG | TRUBRIDGE INC | 998.4K | $26.2M | $26.2M | 2.62% | +10.0K | 2026-06-30 |
| 10 | MSFT | MICROSOFT CORP | 20.4K | $7.6M | $10.1M | 1.01% | -16,312 | 2026-06-30 |
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