Nellore Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 172,500 | 252,500 | +80,000 | 53,992,500 | 72,608,900 | 9.28% | +18,616,400 |
| VEEVA SYS INC(VEEV) | 330,345 | 447,301 | +116,956 | 73,742,914 | 78,572,894 | 10.04% | +4,829,980 |
| MONDAY COM LTD SHS | 0 | 5,000 | +5,000 | 0 | 345,550 | 0.04% | +345,550 |
| TESLA INC(TSLA) | 500 | 0 | -500 | 224,860 | 0 | — | -224,860 |
| ALPHABET INC(GOOG) | 193,700 | 200,700 | +7,000 | 60,783,060 | 57,572,802 | 7.36% | -3,210,258 |
| MERCADOLIBRE INC(MELI) | 64,455 | 71,955 | +7,500 | 129,829,128 | 124,411,634 | 15.90% | -5,417,494 |
| TRUBRIDGE INC | 915,034 | 988,446 | +73,412 | 20,194,800 | 14,470,849 | 1.85% | -5,723,951 |
| AMAZON COM INC(AMZN) | 1,017,000 | 1,081,000 | +64,000 | 234,743,940 | 225,139,870 | 28.77% | -9,604,070 |
| DOORDASH INC(DASH) | 201,003 | 216,003 | +15,000 | 45,523,159 | 32,432,850 | 4.14% | -13,090,309 |
| APPFOLIO INC(APPF) | 529,696 | 636,302 | +106,606 | 123,233,774 | 100,421,182 | 12.83% | -22,812,592 |
| MICROSOFT CORP(MSFT) | 95,700 | 36,700 | -59,000 | 46,282,434 | 13,585,239 | 1.74% | -32,697,195 |
| COUPANG INC(CPNG) | 4,440,975 | 3,340,975 | -1,100,000 | 104,762,600 | 63,077,608 | 8.06% | -41,684,992 |