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Nellore Capital Management LLC

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13F filer, CIK 1846677, REDWOOD CITY, CA

Nellore Capital Management LLC reported $782,639,378 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 99.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001846677-26-000003

Period
2026-03-31
Reported value
$783M
Holdings
11
Top 10 weight
99.96%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLadded+80,000$23M
VEEVadded+116,956$20.5M
APPFadded+106,606$16.8M
AMZNadded+64,000$13.3M
MELIadded+7,500$13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTreduced-59,000-$21.8M
CPNGreduced-1,100,000-$20.8M
TSLAexited-500-$225K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001846677-26-000003, largest first. % of portfolio is the value over $782,639,378, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873,326 shares; 2024Q4: 820,000 shares; 2025Q1: 940,000 shares; 2025Q2: 985,000 shares; 2025Q3: 1,020,000 shares; 2025Q4: 1,017,000 shares; 2026Q1: 1,081,000 shares 1,081,000$225M28.77%+64,000Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,508 shares; 2024Q4: 65,508 shares; 2025Q1: 65,508 shares; 2025Q2: 63,508 shares; 2025Q3: 59,455 shares; 2025Q4: 64,455 shares; 2026Q1: 71,955 shares 71,955$124M15.9%+7,500Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,619 shares; 2024Q4: 371,934 shares; 2025Q1: 402,739 shares; 2025Q2: 506,892 shares; 2025Q3: 474,964 shares; 2025Q4: 529,696 shares; 2026Q1: 636,302 shares 636,302$100M12.83%+106,606Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,631 shares; 2024Q4: 341,345 shares; 2025Q1: 341,345 shares; 2025Q2: 311,345 shares; 2025Q3: 311,345 shares; 2025Q4: 330,345 shares; 2026Q1: 447,301 shares 447,301$78.6M10.04%+116,956Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,000 shares; 2024Q4: 161,000 shares; 2025Q1: 118,000 shares; 2025Q2: 110,500 shares; 2025Q3: 110,500 shares; 2025Q4: 172,500 shares; 2026Q1: 252,500 shares 252,500$72.6M9.28%+80,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797,235 shares; 2024Q4: 2,971,981 shares; 2025Q1: 2,971,981 shares; 2025Q2: 3,201,575 shares; 2025Q3: 3,351,575 shares; 2025Q4: 4,440,975 shares; 2026Q1: 3,340,975 shares 3,340,975$63.1M8.06%-1,100,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,700 shares; 2024Q4: 201,700 shares; 2025Q1: 196,200 shares; 2025Q2: 193,700 shares; 2025Q3: 193,700 shares; 2025Q4: 193,700 shares; 2026Q1: 200,700 shares 200,700$57.6M7.36%+7,000Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,743 shares; 2024Q4: 227,743 shares; 2025Q1: 247,743 shares; 2025Q2: 227,743 shares; 2025Q3: 201,003 shares; 2025Q4: 201,003 shares; 2026Q1: 216,003 shares 216,003$32.4M4.14%+15,000Timeline
TBRGTRUBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 216,905 shares; 2025Q2: 683,921 shares; 2025Q3: 747,032 shares; 2025Q4: 915,034 shares; 2026Q1: 988,446 shares 988,446$14.5M1.85%+73,412Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,200 shares; 2024Q4: 148,200 shares; 2025Q1: 151,200 shares; 2025Q2: 136,200 shares; 2025Q3: 126,700 shares; 2025Q4: 95,700 shares; 2026Q1: 36,700 shares 36,700$13.6M1.74%-59,000Timeline
MNDYMONDAY COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000$346K0.04%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSLATESLA INC500$225Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001846677-26-000003 base2026-05-15acceptance time not in the bulk data set