Filed: 2/17/2026ACC: 0001846677-26-000002
📋 What this filing means
NELLORE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $893.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$893.31M
Total AUM (reported)
7.96M
Total Shares
Allocation by class
COM$431.28M48.3%
CL A$150.29M16.8%
COM CL A$123.23M13.8%
CL A COM$73.74M8.3%
CAP STK CL C$60.78M6.8%
CAP STK CL A$53.99M6.0%
Portfolio Concentration
Top 3$487.81M54.6%
4–10$405.28M45.4%
11–25$224.9K0.0%
Top 3 weight
54.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.96M
Sole
Full voting authority
7.96M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
AMAZON COM INC
SOLEShares1.02M
TypeSH
Market value$234.74M
26.28%
Sole
1.02M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares64.45K
TypeSH
Market value$129.83M
14.53%
Sole
64.45K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares529.70K
TypeSH
Market value$123.23M
13.80%
Sole
529.70K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares4.44M
TypeSH
Market value$104.76M
11.73%
Sole
4.44M
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares330.35K
TypeSH
Market value$73.74M
8.25%
Sole
330.35K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares193.70K
TypeSH
Market value$60.78M
6.80%
Sole
193.70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares172.50K
TypeSH
Market value$53.99M
6.04%
Sole
172.50K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares95.70K
TypeSH
Market value$46.28M
5.18%
Sole
95.70K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares201K
TypeSH
Market value$45.52M
5.10%
Sole
201K
Shared
0.00
None
0.00
TRUBRIDGE INC
SOLEShares915.03K
TypeSH
Market value$20.19M
2.26%
Sole
915.03K
Shared
0.00
None
0.00
TESLA INC
SOLEShares500.00
TypeSH
Market value$224.9K
0.03%
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 | $234.74M 26.28% | 1.02M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 64.45K | SH | $129.83M 14.53% | 64.45K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 529.70K | SH | $123.23M 13.80% | 529.70K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 4.44M | SH | $104.76M 11.73% | 4.44M | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 330.35K | SH | $73.74M 8.25% | 330.35K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 193.70K | SH | $60.78M 6.80% | 193.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 172.50K | SH | $53.99M 6.04% | 172.50K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 95.70K | SH | $46.28M 5.18% | 95.70K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 201K | SH | $45.52M 5.10% | 201K | 0.00 | 0.00 |
TRUBRIDGE INCSOLE | COM | 915.03K | SH | $20.19M 2.26% | 915.03K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 500.00 | SH | $224.9K 0.03% | 500.00 | 0.00 | 0.00 |