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 |
|---|---|---|---|---|
| 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
Holdings in VEEV
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,572,893 | 447,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,742,914 | 330,345 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $92,752,788 | 311,345 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $89,661,133 | 311,345 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $79,065,742 | 341,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $71,767,786 | 341,345 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $47,772,917 | 227,631 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,719,525 | 195,178 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $52,171,490 | 225,178 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $43,351,268 | 225,178 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,777,964 | 215,178 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $42,547,145 | 215,178 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $36,790,714 | 200,178 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $31,820,585 | 197,178 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $35,894,376 | 217,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $35,290,728 | 178,200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,294,244 | 81,400 | Shares | Sole | 2022-05-17 | |
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