The Analysis of Nellore Capital Management LLC's Holdings


Currently, Nellore Capital Management LLC holds 14 types of securities in its portfolio with a total value $916.8M. In the most recent quarter, they have increased their positions in AMZN (+35.0K shares, valued at $7.7M), CPNG (+150.0K shares, valued at $4.8M), TBRG (+63.1K shares, valued at $1.3M); decreased their positions in MELI (-4.1K shares, valued at $9.5M), APPF (-31.9K shares, valued at $8.8M), DASH (-26.7K shares, valued at $7.3M); initiated new positions in TSLA (+500 shares, valued at $222.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AMZN Amazon Com Inc1.0M shares3.55%2025-09-302025-11-14history
MELI MercadoLibre Inc59.5K shares-6.38%2025-09-302025-11-14history
APPF Appfolio, Inc.475.0K shares-6.30%2025-09-302025-11-14history
CPNG Coupang Inc3.4M shares4.69%2025-09-302025-11-14history
VEEV Veeva Sys Inc311.3K shares0.00%2025-09-302025-11-14history
MSFT Microsoft Corp126.7K shares-6.98%2025-09-302025-11-14history
DASH DoorDash Inc201.0K shares-11.74%2025-09-302025-11-14history
GOOG Alphabet Inc193.7K shares0.00%2025-09-302025-11-14history
Sponsored
GOOGL Alphabet Inc110.5K shares0.00%2025-09-302025-11-14history
TBRG Trubridge Inc747.0K shares9.23%2025-09-302025-11-14history
SHOP Shopify Inc.41.6K shares0.00%2025-09-302025-11-14history
ZG Zillow Group Inc67.2K shares-27.11%2025-09-302025-11-14history
CWAN Clearwater Analytics HLDGS I85.1K shares-25.68%2025-09-302025-11-14history
TSLA Tesla Inc500 sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available