Holdings of Nellore Capital Management LLC
10 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Consumer discretionary 48.8 %
- Communication 16.6 %
- Technology 11.8 %
- Unattributed 22.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 10 | 782.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Amazon.com Inc | 1,081,000 | 225.1M $ | |
| 2 | MercadoLibre Inc | 71,955 | 124.4M $ | |
| 3 | Appfolio Inc | 636,302 | 100.4M $ | |
| 4 | Veeva Systems Inc | 447,301 | 78.6M $ | |
| 5 | Alphabet Inc | 252,500 | 72.6M $ | |
| 6 | Coupang Inc | 3,340,975 | 63.1M $ | |
| 7 | Alphabet Inc | 200,700 | 57.6M $ | |
| 8 | DoorDash Inc | 216,003 | 32.4M $ | |
| 9 | TruBridge Inc | 988,446 | 14.5M $ | |
| 10 | Microsoft Corp | 36,700 | 13.6M $ |