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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Nellore Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Rubicon Global Capital Ltd | 5 / 11 | $188.0M |
| TenCore Partners, LP | 7 / 11 | $86.3M |
| Kids Capital Management, L.P. | 4 / 11 | $58.0M |
| Altarock Partners LP | 3 / 11 | $2.3B |
| Foxhaven Asset Management, LP | 5 / 11 | $1.7B |
| Skye Global Management LP | 6 / 11 | $2.7B |
| Li Lu | 2 / 11 | $1.8B |
| Farley Capital L.P. | 3 / 11 | $61.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Nellore Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | <0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.