Filed: 5/15/2026ACC: 0001846677-26-000003
📋 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 $782.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$782.64M
Total AUM (reported)
7.28M
Total Shares
Allocation by class
COM$377.61M48.2%
COM CL A$100.42M12.8%
CL A$95.51M12.2%
CL A COM$78.57M10.0%
CAP STK CL A$72.61M9.3%
CAP STK CL C$57.57M7.4%
SHS$345.6K0.0%
Portfolio Concentration
Top 3$449.97M57.5%
4–10$332.32M42.5%
11–25$345.6K0.0%
Top 3 weight
57.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.28M
Sole
Full voting authority
7.28M
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
SOLEShares1.08M
TypeSH
Market value$225.14M
28.77%
Sole
1.08M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares71.95K
TypeSH
Market value$124.41M
15.90%
Sole
71.95K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares636.30K
TypeSH
Market value$100.42M
12.83%
Sole
636.30K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares447.30K
TypeSH
Market value$78.57M
10.04%
Sole
447.30K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares252.50K
TypeSH
Market value$72.61M
9.28%
Sole
252.50K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares3.34M
TypeSH
Market value$63.08M
8.06%
Sole
3.34M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares200.70K
TypeSH
Market value$57.57M
7.36%
Sole
200.70K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares216K
TypeSH
Market value$32.43M
4.14%
Sole
216K
Shared
0.00
None
0.00
TRUBRIDGE INC
SOLEShares988.45K
TypeSH
Market value$14.47M
1.85%
Sole
988.45K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares36.70K
TypeSH
Market value$13.59M
1.74%
Sole
36.70K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares5K
TypeSH
Market value$345.6K
0.04%
Sole
5K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.08M | SH | $225.14M 28.77% | 1.08M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 71.95K | SH | $124.41M 15.90% | 71.95K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 636.30K | SH | $100.42M 12.83% | 636.30K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 447.30K | SH | $78.57M 10.04% | 447.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 252.50K | SH | $72.61M 9.28% | 252.50K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 3.34M | SH | $63.08M 8.06% | 3.34M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 200.70K | SH | $57.57M 7.36% | 200.70K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 216K | SH | $32.43M 4.14% | 216K | 0.00 | 0.00 |
TRUBRIDGE INCSOLE | COM | 988.45K | SH | $14.47M 1.85% | 988.45K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 36.70K | SH | $13.59M 1.74% | 36.70K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 5K | SH | $345.6K 0.04% | 5K | 0.00 | 0.00 |