Nellore Capital Management LLC
13F filer · CIK 1846677 · Redwood City, CA
Summary
Nellore Capital Management LLC reported $900.71M across 10 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AMZN (28.9%), MELI (16.9%), APPF (11.7%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 6, trimmed 2 and sold out of 1.
Reported value$900.71M
Positions10
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added6
Trimmed2
Sold out1
Top 10 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 28.9%Value $260.03MPrice $246.67Shares 1.09M +0.93%Since Jun 30 +3.50%
Weight 16.9%Value $152.26MPrice $1725Shares 90K +24.67%Since Jun 30 +1.62%
Weight 11.7%Value $105.01MPrice $195.82Shares 655K +2.92%Since Jun 30 +22.12%
Weight 10.0%Value $90.24MPrice $340.92Shares 253KSince Jun 30 -4.60%
Weight 9.5%Value $85.99MPrice $278.57Shares 485K +8.32%Since Jun 30 +56.97%
Weight 7.9%Value $70.91MPrice $337.32Shares 201KSince Jun 30 -4.53%
Weight 7.3%Value $65.33MPrice $13.85Shares 3.76M +12.57%Since Jun 30 -20.26%
Weight 4.1%Value $37.17MPrice $187.10Shares 201K -6.74%Since Jun 30 +1.39%
Weight 2.9%Value $26.17MPrice $26.24Shares 998K +1.01%Since Jun 30 +0.11%
Weight 0.8%Value $7.61MPrice $508.96Shares 20K -44.45%Since Jun 30 +36.44%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 28.9% | $260.03M | +3.50% | +0.93% | Add | |
| 16.9% | $152.26M | +1.62% | +24.67% | Add | |
| 11.7% | $105.01M | +22.12% | +2.92% | Add | |
| 10.0% | $90.24M | -4.60% | — | Hold | |
| 9.5% | $85.99M | +56.97% | +8.32% | Add | |
| 7.9% | $70.91M | -4.53% | — | Hold | |
| 7.3% | $65.33M | -20.26% | +12.57% | Add | |
| 4.1% | $37.17M | +1.39% | -6.74% | Trim | |
| 2.9% | $26.17M | +0.11% | +1.01% | Add | |
| 0.8% | $7.61M | +36.44% | -44.45% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.