Nellore Capital Management LLC holds a concentrated book of 11 stocks worth $782.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Monday.com Ltd and trimmed Coupang Inc. Their largest long position is Amazon.com Inc at 29% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1846677/holdings"
Use Arkolith to show Nellore Capital Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $225.1M | 1.08M | 28.8% | ▲+6.3% Added · +64K sh | |
| 2 | Mercadolibre Inc COM | $124.4M | 72.0K | 15.9% | ▲+12% Added · +8K sh | |
| 3 | Appfolio Inc COM CL A | $100.4M | 636.3K | 12.8% | ▲+20% Added · +107K sh | |
| 4 | Veeva Sys Inc CL A COM | $78.6M | 447.3K | 10.0% | ▲+35% Added · +117K sh | |
| 5 | Alphabet Inc CAP STK CL A | $72.6M | 252.5K | 9.3% | ▲+46% Added · +80K sh | |
| 6 | Coupang Inc CL A | $63.1M | 3.34M | 8.1% | ▼−25% Reduced · −1.1M sh | |
| 7 | Alphabet Inc CAP STK CL C | $57.6M | 200.7K | 7.4% | ▲+3.6% Added · +7K sh | |
| 8 | Doordash Inc CL A | $32.4M | 216.0K | 4.1% | ▲+7.5% Added · +15K sh | |
| 9 | Trubridge Inc COM | $14.5M | 988.4K | 1.8% | ▲+8.0% Added · +73K sh | |
| 10 | Microsoft Corp COM | $13.6M | 36.7K | 1.7% | ▼−62% Reduced · −59K sh | |
| 11 | Monday Com Ltd SHS | $346K | 5.0K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.