Q1 2026 · 13F-HR
Nellore Capital Management LLCholdings as filed
Filed 2026-05-15 · accession 0001846677-26-000003
$782.6M
Reported value
11
Positions
2026-03-31
Period end
The Brief · Nellore Capital Management LLC · Q1 2026
AI · grounded in 13F
Nellore Capital Management LLC increased its stake in GOOGL by 46.38%. The fund also accumulated shares of VEEV by 35.40% and established a new position in MNDY valued at $345,550. Conversely, the manager trimmed its holdings in MSFT by 61.65% and CPNG by 24.77%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 023135106 | AMZN | AMAZON COM INC | $225.1M | 28.8% | 1,081,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $124.4M | 15.9% | 71,955 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $100.4M | 12.8% | 636,302 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $78.6M | 10.0% | 447,301 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $72.6M | 9.28% | 252,500 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $63.1M | 8.06% | 3,340,975 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $57.6M | 7.36% | 200,700 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $32.4M | 4.14% | 216,003 | Common | SOLE |
| 205306103 | TBRG | TRUBRIDGE INC | $14.5M | 1.85% | 988,446 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $13.6M | 1.74% | 36,700 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $345,550 | 0.04% | 5,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.