Nellore Capital Management LLC

Q3 2025 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    14

  • Value ($000)

    $916,849

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001846677
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AMZN
AMZN

Amazon Com Inc

COM
023135106
$223.96 M
24 %

1,020,000

MELI
MELI

MercadoLibre Inc

COM
58733R102
$138.94 M
15 %

59,455

APPF
APPF

Appfolio, Inc.

COM CL A
03783C100
$130.93 M
14 %

474,964

CPNG
CPNG

Coupang Inc

CL A
22266T109
$107.92 M
12 %

3,351,575

VEEV
VEEV

Veeva Sys Inc

CL A COM
922475108
$92.75 M
10 %

311,345

MSFT
MSFT

Microsoft Corp

COM
594918104
$65.62 M
7 %

126,700

DASH
DASH

DoorDash Inc

CL A
25809K105
$54.67 M
6 %

201,003

GOOG
GOOG

Alphabet Inc

CAP STK CL C
02079K107
$47.18 M
5 %

193,700

GOOGL
GOOGL

Alphabet Inc

CAP STK CL A
02079K305
$26.86 M
3 %

110,500

PS1
PS1

Trubridge Inc

COM
205306103
$15.07 M
2 %

747,032

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