Nellore Capital Management LLC Diversified Active

Location: Redwood City, CA

CIK: 0001846677 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $901M (100.0% shares, 0.0% debt)

Holdings (10)

Increased Positions (5)

MELI MERCADOLIBRE INC 16.9%

Value $152M (+22.4%) Shares 89,704 (+24.7%) Est. Cost — Unrealized —

TBRG TRUBRIDGE INC 2.9%

Value $26.17M (+80.8%) Shares 998,446 (+1.0%) Est. Cost — Unrealized —

VEEV VEEVA SYS INC 9.5%

Value $85.99M (+9.4%) Shares 484,515 (+8.3%) Est. Cost — Unrealized —

APPF APPFOLIO INC 11.7%

Value $105M (+4.6%) Shares 654,865 (+2.9%) Est. Cost — Unrealized —

CPNG COUPANG INC 7.3%

Value $65.33M (+3.6%) Shares 3,760,975 (+12.6%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MELI	MERCADOLIBRE INC	89,704 (+24.7%)	$152M (+22.4%)	16.9%	—	—	COM	58733R102
TBRG	TRUBRIDGE INC	998,446 (+1.0%)	$26.17M (+80.8%)	2.9%	—	—	COM	205306103
VEEV	VEEVA SYS INC	484,515 (+8.3%)	$85.99M (+9.4%)	9.5%	—	—	CL A COM	922475108
APPF	APPFOLIO INC	654,865 (+2.9%)	$105M (+4.6%)	11.7%	—	—	COM CL A	03783C100
CPNG	COUPANG INC	3,760,975 (+12.6%)	$65.33M (+3.6%)	7.3%	—	—	CL A	22266T109

Exited Positions (1)

MNDY MONDAY COM LTD 0.0%

Value $346K Shares 5,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MNDY	MONDAY COM LTD	5,000	$346K	0.0%	—	—	—	M7S64H106

Decreased Positions (2)

MSFT MICROSOFT CORP 0.8%

Value $7.605M (-44.0%) Shares 20,388 (-44.4%) Est. Cost — Unrealized —

DASH DOORDASH INC 4.1%

Value $37.17M (+14.6%) Shares 201,435 (-6.7%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	20,388 (-44.4%)	$7.605M (-44.0%)	0.8%	—	—	COM	594918104
DASH	DOORDASH INC	201,435 (-6.7%)	$37.17M (+14.6%)	4.1%	—	—	CL A	25809K105

Unchanged Positions (3)

AMZN AMAZON COM INC 28.9%

Value $260M Shares 1,091,000 Est. Cost — Unrealized —

GOOGL ALPHABET INC 10.0%

Value $90.24M Shares 252,500 Est. Cost — Unrealized —

GOOG ALPHABET INC 7.9%

Value $70.91M Shares 200,700 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	1,091,000	$260M	28.9%	—	—	COM	023135106
GOOGL	ALPHABET INC	252,500	$90.24M	10.0%	—	—	CAP STK CL A	02079K305
GOOG	ALPHABET INC	200,700	$70.91M	7.9%	—	—	CAP STK CL C	02079K107