Filed: 8/14/2025ACC: 0001846677-25-000004
📋 What this filing means
NELLORE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $891.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$891.97M
Total AUM (reported)
6.67M
Total Shares
Allocation by class
COM$465.85M52.2%
CL A$160.89M18.0%
COM CL A$116.73M13.1%
CL A COM$89.66M10.1%
CAP STK CL C$34.36M3.9%
CAP STK CL A$19.47M2.2%
CL A SUB VTG SHS$4.80M0.5%
Portfolio Concentration
Top 3$498.81M55.9%
4–10$379.32M42.5%
11–25$13.84M1.6%
Top 3 weight
55.9%
Top 10 weight
98.4%
Voting Authority Distribution
Total shares with voting rights: 6.67M
Sole
Full voting authority
6.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
Amazon Com Inc
SOLEShares985K
TypeSH
Market value$216.10M
24.23%
Sole
985K
Shared
0.00
None
0.00
MercadoLibre Inc
SOLEShares63.51K
TypeSH
Market value$165.99M
18.61%
Sole
63.51K
Shared
0.00
None
0.00
Appfolio, Inc.
SOLEShares506.89K
TypeSH
Market value$116.73M
13.09%
Sole
506.89K
Shared
0.00
None
0.00
Coupang Inc
SOLEShares3.20M
TypeSH
Market value$95.92M
10.75%
Sole
3.20M
Shared
0.00
None
0.00
Veeva Sys Inc
SOLEShares311.35K
TypeSH
Market value$89.66M
10.05%
Sole
311.35K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares136.20K
TypeSH
Market value$67.75M
7.60%
Sole
136.20K
Shared
0.00
None
0.00
DoorDash Inc
SOLEShares227.74K
TypeSH
Market value$56.14M
6.29%
Sole
227.74K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares193.70K
TypeSH
Market value$34.36M
3.85%
Sole
193.70K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares110.50K
TypeSH
Market value$19.47M
2.18%
Sole
110.50K
Shared
0.00
None
0.00
Trubridge Inc
SOLEShares683.92K
TypeSH
Market value$16.02M
1.80%
Sole
683.92K
Shared
0.00
None
0.00
Zillow Group Inc
SOLEShares92.23K
TypeSH
Market value$6.32M
0.71%
Sole
92.23K
Shared
0.00
None
0.00
Shopify Inc.
SOLEShares41.59K
TypeSH
Market value$4.80M
0.54%
Sole
41.59K
Shared
0.00
None
0.00
Clearwater Analytics HLDGS I
SOLEShares114.52K
TypeSH
Market value$2.51M
0.28%
Sole
114.52K
Shared
0.00
None
0.00
Shift4 Payments, Inc.
SOLEShares1.00
TypePRN
Market value$214.7K
0.02%
Sole
1.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Amazon Com IncSOLE | COM | 985K | SH | $216.10M 24.23% | 985K | 0.00 | 0.00 |
MercadoLibre IncSOLE | COM | 63.51K | SH | $165.99M 18.61% | 63.51K | 0.00 | 0.00 |
Appfolio, Inc.SOLE | COM CL A | 506.89K | SH | $116.73M 13.09% | 506.89K | 0.00 | 0.00 |
Coupang IncSOLE | CL A | 3.20M | SH | $95.92M 10.75% | 3.20M | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 311.35K | SH | $89.66M 10.05% | 311.35K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 136.20K | SH | $67.75M 7.60% | 136.20K | 0.00 | 0.00 |
DoorDash IncSOLE | CL A | 227.74K | SH | $56.14M 6.29% | 227.74K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL C | 193.70K | SH | $34.36M 3.85% | 193.70K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL A | 110.50K | SH | $19.47M 2.18% | 110.50K | 0.00 | 0.00 |
Trubridge IncSOLE | COM | 683.92K | SH | $16.02M 1.80% | 683.92K | 0.00 | 0.00 |
Zillow Group IncSOLE | CL A | 92.23K | SH | $6.32M 0.71% | 92.23K | 0.00 | 0.00 |
Shopify Inc.SOLE | CL A SUB VTG SHS | 41.59K | SH | $4.80M 0.54% | 41.59K | 0.00 | 0.00 |
Clearwater Analytics HLDGS ISOLE | CL A | 114.52K | SH | $2.51M 0.28% | 114.52K | 0.00 | 0.00 |
Shift4 Payments, Inc.SOLE | NOTE 0.500% 8/0 | 1.00 | PRN | $214.7K 0.02% | 1.00 | 0.00 | 0.00 |