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Nellore Capital Management LLC

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13F filer, CIK 1846677, REDWOOD CITY, CA

Nellore Capital Management LLC reported $900,708,688 across 10 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001846677-26-000004

Period
2026-06-30
Reported value
$901M
Holdings
10
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+17,749$30.1M
CPNGadded+420,000$7.3M
VEEVadded+37,214$6.6M
APPFadded+18,563$2.98M
AMZNadded+10,000$2.38M

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-16,312-$6.08M
DASHreduced-14,568-$2.69M
MNDYexited-5,000-$346K

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, Q2 2026

Share positions as resolved from 13F-HR 0001846677-26-000004, largest first. % of portfolio is the value over $900,708,688, 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; 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; 2026Q2: 1,091,000 shares 1,091,000$260M28.87%+10,000Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 89,704 shares 89,704$152M16.9%+17,749Timeline
APPFAPPFOLIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 654,865 shares 654,865$105M11.66%+18,563Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 252,500 shares 252,500$90.2M10.02%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 484,515 shares 484,515$86M9.55%+37,214Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 200,700 shares 200,700$70.9M7.87%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,760,975 shares 3,760,975$65.3M7.25%+420,000Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 201,435 shares 201,435$37.2M4.13%-14,568Timeline
TBRGTRUBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 998,446 shares 998,446$26.2M2.91%+10,000Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,388 shares 20,388$7.61M0.84%-16,312Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
MNDYMONDAY COM LTD5,000$346Kshares

How Q2 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 0001846677-26-000004 base2026-08-14acceptance time not in the bulk data set