Nellore Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 0 | 252,500 | +252,500 | 0 | 72,608,900 | 9.28% | +72,608,900 |
| VEEVA SYS INC(VEEV) | 0 | 447,301 | +447,301 | 0 | 78,572,894 | 10.04% | +78,572,894 |
| MONDAY COM LTD | 0 | 5,000 | +5,000 | 0 | 345,550 | 0.04% | +345,550 |
| TESLA INC(TSLA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ALPHABET INC(GOOG) | 0 | 200,700 | +200,700 | 0 | 57,572,802 | 7.36% | +57,572,802 |
| MERCADOLIBRE INC(MELI) | 0 | 71,955 | +71,955 | 0 | 124,411,634 | 15.90% | +124,411,634 |
| TRUBRIDGE INC | 0 | 988,446 | +988,446 | 0 | 14,470,849 | 1.85% | +14,470,849 |
| AMAZON COM INC(AMZN) | 0 | 1,081,000 | +1,081,000 | 0 | 225,139,870 | 28.77% | +225,139,870 |
| DOORDASH INC(DASH) | 0 | 216,003 | +216,003 | 0 | 32,432,850 | 4.14% | +32,432,850 |
| APPFOLIO INC(APPF) | 0 | 636,302 | +636,302 | 0 | 100,421,182 | 12.83% | +100,421,182 |
| MICROSOFT CORP(MSFT) | 0 | 36,700 | +36,700 | 0 | 13,585,239 | 1.74% | +13,585,239 |
| COUPANG INC(CPNG) | 0 | 3,340,975 | +3,340,975 | 0 | 63,077,608 | 8.06% | +63,077,608 |