Nellore Capital Management LLC
Net buyer this quarter
$901M
10
+$40.5M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $260M | 28.87% | 0.01% | +0.9% | Q4 2020 |
 MELI | $152M | 16.90% | 0.18% | +24.7% | Q4 2020 |
 APPF | $105M | 11.66% | Not reported | +2.9% | Q1 2022 |
 GOOGL | $90.2M | 10.02% | 0.00% | Not reported | Q4 2021 |
 VEEV | $86M | 9.55% | 0.30% | +8.3% | Q1 2022 |
| GOOG | $70.9M | 7.87% | Not reported | Not reported | Q4 2020 |
 CPNG | $65.3M | 7.25% | Not reported | +12.6% | Q4 2021 |
 DASH | $37.2M | 4.13% | Not reported | -6.7% | Q4 2020 |
| TBRG | $26.2M | 2.91% | Not reported | +1.0% | Q1 2025 |
 MSFT | $7.61M | 0.84% | 0.00% | -44.5% | Q4 2020 |
| Q1 2026 | |||||
| AMZN | $225M | 28.77% | 0.01% | +6.3% | Q4 2020 |
| MELI | $124M | 15.90% | 0.14% | +11.6% | Q4 2020 |
| APPF | $100M | 12.83% | Not reported | +20.1% | Q1 2022 |
| VEEV | $78.6M | 10.04% | 0.27% | +35.4% | Q1 2022 |
| GOOGL | $72.6M | 9.28% | 0.00% | +46.4% | Q4 2021 |
| CPNG | $63.1M | 8.06% | Not reported | -24.8% | Q4 2021 |
| GOOG | $57.6M | 7.36% | Not reported | +3.6% | Q4 2020 |
| DASH | $32.4M | 4.14% | Not reported | +7.5% | Q4 2020 |
| TBRG | $14.5M | 1.85% | Not reported | +8.0% | Q1 2025 |
| MSFT | $13.6M | 1.74% | 0.00% | -61.7% | Q4 2020 |
 MNDY | $346K | 0.04% | 0.01% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| AMZN | $235M | 26.28% | 0.01% | -0.3% | Q4 2020 |
| MELI | $130M | 14.53% | 0.13% | +8.4% | Q4 2020 |
| APPF | $123M | 13.80% | Not reported | +11.5% | Q1 2022 |
| CPNG | $105M | 11.73% | Not reported | +32.5% | Q4 2021 |
| VEEV | $73.7M | 8.25% | 0.20% | +6.1% | Q1 2022 |
| GOOG | $60.8M | 6.80% | Not reported | Not reported | Q4 2020 |
| GOOGL | $54M | 6.04% | 0.00% | +56.1% | Q4 2021 |
| MSFT | $46.3M | 5.18% | 0.00% | -24.5% | Q4 2020 |
| DASH | $45.5M | 5.10% | Not reported | Not reported | Q4 2020 |
| TBRG | $20.2M | 2.26% | Not reported | +22.5% | Q1 2025 |
 TSLA | $225K | 0.03% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| AMZN | $224M | 24.43% | 0.01% | +3.6% | Q4 2020 |
| MELI | $139M | 15.15% | 0.12% | -6.4% | Q4 2020 |
| APPF | $131M | 14.28% | Not reported | -6.3% | Q1 2022 |
| CPNG | $108M | 11.77% | Not reported | +4.7% | Q4 2021 |
| VEEV | $92.8M | 10.12% | 0.19% | Not reported | Q1 2022 |
| MSFT | $65.6M | 7.16% | 0.00% | -7.0% | Q4 2020 |
| DASH | $54.7M | 5.96% | Not reported | -11.7% | Q4 2020 |
| GOOG | $47.2M | 5.15% | Not reported | Not reported | Q4 2020 |
| GOOGL | $26.9M | 2.93% | 0.00% | Not reported | Q4 2021 |
| TBRG | $15.1M | 1.64% | Not reported | +9.2% | Q1 2025 |
 SHOP | $6.18M | 0.67% | 0.01% | Not reported | Q1 2022 |
 ZG | $5M | 0.55% | Not reported | -27.1% | Q4 2024 |
| CWAN | $1.53M | 0.17% | Not reported | -25.7% | Q2 2025 |
| TSLA | $222K | 0.02% | 0.00% | Not reported | Q1 2025 |