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Nellore Capital Management LLC

Q4 2025 13F Holdings

  • Location
    redwood city, CA
  • Num holdings

    11

  • Value ($000)

    $893,313

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$234.74M
26 %

1,017,000

M
MELI

MERCADOLIBRE INC

COM
58733R102
$129.83M
15 %

64,455

A
APPF

APPFOLIO INC

COM CL A
03783C100
$123.23M
14 %

529,696

C
CPNG

COUPANG INC

CL A
22266T109
$104.76M
12 %

4,440,975

V
VEEV

VEEVA SYS INC

CL A COM
922475108
$73.74M
8 %

330,345

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$60.78M
7 %

193,700

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$53.99M
6 %

172,500

M
MSFT

MICROSOFT CORP

COM
594918104
$46.28M
5 %

95,700

D
DASH

DOORDASH INC

CL A
25809K105
$45.52M
5 %

201,003

P
PS1

TRUBRIDGE INC

COM
205306103
$20.19M
2 %

915,034

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