Nellore Capital Management LLC Diversified Active

Location: Redwood City, CA

CIK: 0001846677 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $917M (100.0% shares, 0.0% debt)

Holdings (14)

AMZN Amazon Com Inc 24.4%

Value $224M Shares 1,020,000 Est. Cost $137.53 Unrealized +64.6%

MELI MercadoLibre Inc 15.2%

Value $139M Shares 59,455 Est. Cost $1432.49 Unrealized +67.6%

APPF Appfolio, Inc. 14.3%

Value $131M Shares 474,964 Est. Cost $171.33 Unrealized +57.7%

CPNG Coupang Inc 11.8%

Value $108M Shares 3,351,575 Est. Cost $19.56 Unrealized +54.6%

VEEV Veeva Sys Inc 10.1%

Value $92.75M Shares 311,345 Est. Cost $204.82 Unrealized +37.4%

MSFT Microsoft Corp 7.2%

Value $65.62M Shares 126,700 Est. Cost $263.84 Unrealized +92.8%

DASH DoorDash Inc 6.0%

Value $54.67M Shares 201,003 Est. Cost $102.03 Unrealized +145.8%

GOOG Alphabet Inc 5.1%

Value $47.18M Shares 193,700 Est. Cost $110.24 Unrealized +90.4%

GOOGL Alphabet Inc 2.9%

Value $26.86M Shares 110,500 Est. Cost $138.51 Unrealized +51.0%

TBRG Trubridge Inc 1.6%

Value $15.07M Shares 747,032 Est. Cost $24.68 Unrealized -14.8%

SHOP Shopify Inc. 0.7%

Value $6.181M Shares 41,590 Est. Cost $69.07 Unrealized +96.3%

ZG Zillow Group Inc 0.5%

Value $5.005M Shares 67,232 Est. Cost $67.59 Unrealized +16.5%

CWAN Clearwater Analytics HLDGS I 0.2%

Value $1.534M Shares 85,110 Est. Cost $23.01 Unrealized -11.9%

TSLA Tesla Inc 0.0%

Value $222K Shares 500 Est. Cost $346.84 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	Amazon Com Inc	1,020,000	$224M	24.4%	$137.53	+64.6%	COM	023135106
MELI	MercadoLibre Inc	59,455	$139M	15.2%	$1432.49	+67.6%	COM	58733R102
APPF	Appfolio, Inc.	474,964	$131M	14.3%	$171.33	+57.7%	COM CL A	03783C100
CPNG	Coupang Inc	3,351,575	$108M	11.8%	$19.56	+54.6%	CL A	22266T109
VEEV	Veeva Sys Inc	311,345	$92.75M	10.1%	$204.82	+37.4%	CL A COM	922475108
MSFT	Microsoft Corp	126,700	$65.62M	7.2%	$263.84	+92.8%	COM	594918104
DASH	DoorDash Inc	201,003	$54.67M	6.0%	$102.03	+145.8%	CL A	25809K105
GOOG	Alphabet Inc	193,700	$47.18M	5.1%	$110.24	+90.4%	CAP STK CL C	02079K107
GOOGL	Alphabet Inc	110,500	$26.86M	2.9%	$138.51	+51.0%	CAP STK CL A	02079K305
TBRG	Trubridge Inc	747,032	$15.07M	1.6%	$24.68	-14.8%	COM	205306103
SHOP	Shopify Inc.	41,590	$6.181M	0.7%	$69.07	+96.3%	CL A SUB VTG SHS	82509L107
ZG	Zillow Group Inc	67,232	$5.005M	0.5%	$67.59	+16.5%	CL A	98954M101
CWAN	Clearwater Analytics HLDGS I	85,110	$1.534M	0.2%	$23.01	-11.9%	CL A	185123106
TSLA	Tesla Inc	500	$222K	0.0%	$346.84	0.0%	COM	88160R101