Filed: 11/14/2025ACC: 0001846677-25-000007
📋 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 $916.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$916.85M
Total AUM (reported)
6.79M
Total Shares
Allocation by class
COM$443.82M48.4%
CL A$169.13M18.4%
COM CL A$130.93M14.3%
CL A COM$92.75M10.1%
CAP STK CL C$47.18M5.1%
CAP STK CL A$26.86M2.9%
CL A SUB VTG SHS$6.18M0.7%
Portfolio Concentration
Top 3$493.83M53.9%
4–10$410.07M44.7%
11–25$12.94M1.4%
Top 3 weight
53.9%
Top 10 weight
98.6%
Voting Authority Distribution
Total shares with voting rights: 6.79M
Sole
Full voting authority
6.79M
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
SOLEShares1.02M
TypeSH
Market value$223.96M
24.43%
Sole
1.02M
Shared
0.00
None
0.00
MercadoLibre Inc
SOLEShares59.45K
TypeSH
Market value$138.94M
15.15%
Sole
59.45K
Shared
0.00
None
0.00
Appfolio, Inc.
SOLEShares474.96K
TypeSH
Market value$130.93M
14.28%
Sole
474.96K
Shared
0.00
None
0.00
Coupang Inc
SOLEShares3.35M
TypeSH
Market value$107.92M
11.77%
Sole
3.35M
Shared
0.00
None
0.00
Veeva Sys Inc
SOLEShares311.35K
TypeSH
Market value$92.75M
10.12%
Sole
311.35K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares126.70K
TypeSH
Market value$65.62M
7.16%
Sole
126.70K
Shared
0.00
None
0.00
DoorDash Inc
SOLEShares201K
TypeSH
Market value$54.67M
5.96%
Sole
201K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares193.70K
TypeSH
Market value$47.18M
5.15%
Sole
193.70K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares110.50K
TypeSH
Market value$26.86M
2.93%
Sole
110.50K
Shared
0.00
None
0.00
Trubridge Inc
SOLEShares747.03K
TypeSH
Market value$15.07M
1.64%
Sole
747.03K
Shared
0.00
None
0.00
Shopify Inc.
SOLEShares41.59K
TypeSH
Market value$6.18M
0.67%
Sole
41.59K
Shared
0.00
None
0.00
Zillow Group Inc
SOLEShares67.23K
TypeSH
Market value$5.00M
0.55%
Sole
67.23K
Shared
0.00
None
0.00
Clearwater Analytics HLDGS I
SOLEShares85.11K
TypeSH
Market value$1.53M
0.17%
Sole
85.11K
Shared
0.00
None
0.00
Tesla Inc
SOLEShares500.00
TypeSH
Market value$222.4K
0.02%
Sole
500.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Amazon Com IncSOLE | COM | 1.02M | SH | $223.96M 24.43% | 1.02M | 0.00 | 0.00 |
MercadoLibre IncSOLE | COM | 59.45K | SH | $138.94M 15.15% | 59.45K | 0.00 | 0.00 |
Appfolio, Inc.SOLE | COM CL A | 474.96K | SH | $130.93M 14.28% | 474.96K | 0.00 | 0.00 |
Coupang IncSOLE | CL A | 3.35M | SH | $107.92M 11.77% | 3.35M | 0.00 | 0.00 |
Veeva Sys IncSOLE | CL A COM | 311.35K | SH | $92.75M 10.12% | 311.35K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 126.70K | SH | $65.62M 7.16% | 126.70K | 0.00 | 0.00 |
DoorDash IncSOLE | CL A | 201K | SH | $54.67M 5.96% | 201K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL C | 193.70K | SH | $47.18M 5.15% | 193.70K | 0.00 | 0.00 |
Alphabet IncSOLE | CAP STK CL A | 110.50K | SH | $26.86M 2.93% | 110.50K | 0.00 | 0.00 |
Trubridge IncSOLE | COM | 747.03K | SH | $15.07M 1.64% | 747.03K | 0.00 | 0.00 |
Shopify Inc.SOLE | CL A SUB VTG SHS | 41.59K | SH | $6.18M 0.67% | 41.59K | 0.00 | 0.00 |
Zillow Group IncSOLE | CL A | 67.23K | SH | $5.00M 0.55% | 67.23K | 0.00 | 0.00 |
Clearwater Analytics HLDGS ISOLE | CL A | 85.11K | SH | $1.53M 0.17% | 85.11K | 0.00 | 0.00 |
Tesla IncSOLE | COM | 500.00 | SH | $222.4K 0.02% | 500.00 | 0.00 | 0.00 |