Nellore Capital Management LLC
Top Portfolio Positions
10 positions ·
$725,066,574 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,081,000 | $225,139,870 | 31.05% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
71,955 | $124,411,634 | 17.16% | |
| APPF |
Appfolio Inc
Technology
|
636,302 | $100,421,181 | 13.85% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
447,301 | $78,572,893 | 10.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
252,500 | $72,608,900 | 10.01% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
3,340,975 | $63,077,608 | 8.70% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
216,003 | $32,432,850 | 4.47% | |
| TBRG |
TruBridge, Inc.
Healthcare
|
988,446 | $14,470,849 | 2.00% | |
| MSFT |
Microsoft Corp
Technology
|
36,700 | $13,585,239 | 1.87% | |
| MNDY |
monday.com Ltd.
Technology
|
5,000 | $345,550 | 0.05% |
Portfolio Trend
22 quarters · across all stocks
Holdings in APPF
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,421,181 | 636,302 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $123,233,774 | 529,696 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $130,928,576 | 474,964 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $116,727,089 | 506,892 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $88,562,306 | 402,739 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,763,556 | 371,934 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $73,825,912 | 313,619 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $68,344,841 | 279,449 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $68,748,425 | 278,627 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $48,269,341 | 278,627 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $56,875,730 | 311,426 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $53,608,871 | 311,426 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,074,909 | 177,337 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $18,471,006 | 175,280 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,355,321 | 175,280 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,887,379 | 175,280 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,068,800 | 141,938 | Shares | Sole | 2022-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||