Filed: 8/14/2026ACC: 0001846677-26-000004
📋 What this filing means
NELLORE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $900.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$900.71M
Total AUM (reported)
7.75M
Total Shares
Allocation by class
COM$446.07M49.5%
COM CL A$105.01M11.7%
CL A$102.50M11.4%
CAP STK CL A$90.24M10.0%
CL A COM$85.99M9.5%
CAP STK CL C$70.91M7.9%
Portfolio Concentration
Top 3$517.30M57.4%
4–10$383.41M42.6%
Top 3 weight
57.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 7.75M
Sole
Full voting authority
7.75M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
AMAZON COM INC
SOLEShares1.09M
TypeSH
Market value$260.03M
28.87%
Sole
1.09M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares89.70K
TypeSH
Market value$152.26M
16.90%
Sole
89.70K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares654.87K
TypeSH
Market value$105.01M
11.66%
Sole
654.87K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares252.50K
TypeSH
Market value$90.24M
10.02%
Sole
252.50K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares484.51K
TypeSH
Market value$85.99M
9.55%
Sole
484.51K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares200.70K
TypeSH
Market value$70.91M
7.87%
Sole
200.70K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares3.76M
TypeSH
Market value$65.33M
7.25%
Sole
3.76M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares201.44K
TypeSH
Market value$37.17M
4.13%
Sole
201.44K
Shared
0.00
None
0.00
TRUBRIDGE INC
SOLEShares998.45K
TypeSH
Market value$26.17M
2.91%
Sole
998.45K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.39K
TypeSH
Market value$7.61M
0.84%
Sole
20.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 1.09M | SH | $260.03M 28.87% | 1.09M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 89.70K | SH | $152.26M 16.90% | 89.70K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 654.87K | SH | $105.01M 11.66% | 654.87K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 252.50K | SH | $90.24M 10.02% | 252.50K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 484.51K | SH | $85.99M 9.55% | 484.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 200.70K | SH | $70.91M 7.87% | 200.70K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 3.76M | SH | $65.33M 7.25% | 3.76M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 201.44K | SH | $37.17M 4.13% | 201.44K | 0.00 | 0.00 |
TRUBRIDGE INCSOLE | COM | 998.45K | SH | $26.17M 2.91% | 998.45K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.39K | SH | $7.61M 0.84% | 20.39K | 0.00 | 0.00 |