Investor
Nellore Capital Management LLC
CIK 0001846677 · filed 2026-05-15 · SEC filing
13F book
$782.6M
Positions
11
1 new · 1 sold
Largest name
28.8%
Amazon Com Inc · AMZN
Est. mark
−$148.3M
Price effect on 10 names still held. Flow $37.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 1.08M | $225.1M | 28.8% | −$22.9M | Added−$9.6M |
| Mercadolibre Inc | MELI | 72K | $124.4M | 15.9% | −$18.4M | Added−$5.42M |
| Appfolio Inc | APPF | 636.3K | $100.4M | 12.8% | −$39.6M | Added−$22.8M |
| Veeva Sys Inc | — | 447.3K | $78.6M | 10.0% | −$15.7M | Added$4.83M |
| Alphabet Inc | — | 252.5K | $72.6M | 9.3% | −$4.39M | Added$18.6M |
| Coupang, Inc. | CPNG | 3.34M | $63.1M | 8.1% | −$15.7M | Cut−$41.7M |
| Alphabet Inc | — | 200.7K | $57.6M | 7.4% | −$5.22M | Added−$3.21M |
| DoorDash, Inc. | DASH | 216K | $32.4M | 4.1% | −$15.3M | Added−$13.1M |
| Trubridge Inc | — | 988.4K | $14.5M | 1.8% | −$6.8M | Added−$5.72M |
| Microsoft Corp | MSFT | 36.7K | $13.6M | 1.7% | −$4.16M | Cut−$32.7M |
| monday.com Ltd. | MNDY | 5K | $345.6K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.