Nellore Capital Management LLC — 13F holdings

Nellore Capital Management LLC reported 10 holdings worth $901M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMZN AMAZON COM INC — $260M (28.9%)
2. MELI Mercadolibre Inc — $152M (16.9%)
3. APPF APPFOLIO INC — $105M (11.7%)
4. GOOGL ALPHABET INC — $90.2M (10.0%)
5. VEEV VEEVA SYS INC — $86.0M (9.5%)
6. GOOG ALPHABET INC — $70.9M (7.9%)
7. CPNG COUPANG INC — $65.3M (7.3%)
8. DASH DOORDASH INC — $37.2M (4.1%)
9. TBRG TRUBRIDGE INC — $26.2M (2.9%)
10. MSFT MICROSOFT CORP — $7.61M (0.8%)