Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nellore Capital Management LLC (CIK 1846677) reported $782.6M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($225.1M, 28.77%), MELI ($124.4M, 15.90%), APPF ($100.4M, 12.83%), VEEV ($78.6M, 10.04%), GOOGL ($72.6M, 9.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $225.1M | 28.77% | 1.1M | Added |
| 2 | MELI | MERCADOLIBRE INC | $124.4M | 15.90% | 71,955 | Added |
| 3 | APPF | APPFOLIO INC | $100.4M | 12.83% | 636,302 | Added |
| 4 | VEEV | VEEVA SYS INC | $78.6M | 10.04% | 447,301 | Added |
| 5 | GOOGL | ALPHABET INC | $72.6M | 9.28% | 252,500 | Added |
| 6 | CPNG | COUPANG INC | $63.1M | 8.06% | 3.3M | Trimmed |
| 7 | GOOG | ALPHABET INC | $57.6M | 7.36% | 200,700 | Added |
| 8 | DASH | DOORDASH INC | $32.4M | 4.14% | 216,003 | Added |
| 9 | TBRG | TRUBRIDGE INC | $14.5M | 1.85% | 988,446 | Added |
| 10 | MSFT | MICROSOFT CORP | $13.6M | 1.74% | 36,700 | Trimmed |
| 11 | MNDY | MONDAY COM LTD | $345,550 | 0.04% | 5,000 | New |
| 12 | TSLA | TESLA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31