Nellore Capital Management LLC
CIK 1846677
13F filing for Q2 2026・No. 2,753
- Holdings
- US$900.71M
- Quarter change
- +US$118.07M
- Entries
- 10
- Net bought (estimate)
- +US$40.53M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 1
- Cut 2
- Added 6
- Corporate actions 0
- Unchanged 2
Largest holdings
10 stocks worth US$900.71M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Added | 1,091,000 | US$260.03M | 28.87% |
| MELIMERCADOLIBRE INCCOM | Added | 89,704 | US$152.26M | 16.90% |
| APPFAPPFOLIO INCCOM CL A | Added | 654,865 | US$105.01M | 11.66% |
| GOOGLAlphabetCAP STK CL A | Unchanged | 252,500 | US$90.24M | 10.02% |
| VEEVVEEVA SYS INCCL A COM | Added | 484,515 | US$85.99M | 9.55% |
| GOOGALPHABET INCCAP STK CL C | Unchanged | 200,700 | US$70.91M | 7.87% |
| CPNGCOUPANG INCCL A | Added | 3,760,975 | US$65.33M | 7.25% |
| DASHDOORDASH INCCL A | Cut | 201,435 | US$37.17M | 4.13% |
| TRUBRIDGE INCCOM | Added | 998,446 | US$26.17M | 2.91% |
| MSFTMicrosoftCOM | Cut | 20,388 | US$7.61M | 0.84% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.