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Asset Manager ← All Institutions

Nellore Capital Management LLC

Q2 2025 · Filed 2025-08-14

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Market Value

$892M

+21.4%

Holdings

-2

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

98.5%

Turnover

25.0%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
CPNG	10.76%	8.87%	+1.89%	$96M
MELI	18.61%	17.39%	+1.22%	$166M
APPF	13.09%	12.05%	+1.04%	$117M
TBRG	1.80%	0.81%	+0.98%	$16M
ZG	0.71%	0.42%	+0.29%	$6M
CWAN	0.28%	0.00%	+0.28%	$3M
DASH	6.30%	6.16%	+0.13%	$56M

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
CRM	0.00%	2.77%	-2.77%	$0
ENFN	0.00%	1.32%	-1.32%	$0
VEEV	10.05%	10.76%	-0.71%	$90M
GOOG	3.85%	4.17%	-0.32%	$34M
GOOGL	2.18%	2.48%	-0.30%	$19M
TSLA	0.00%	0.18%	-0.18%	$0
MSFT	7.60%	7.72%	-0.13%	$68M
AMZN	24.23%	24.34%	-0.11%	$216M
SHOP	0.54%	0.54%	-0.00%	$5M

Sector Allocation Over Time

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	5	$338M	37.9%
Large Cap	6	$413M	46.3%
Mid Cap	3	$126M	14.1%
Small Cap	2	$16M	1.8%

Portfolio Analytics

Avg Market Cap

$1.1T

Median Market Cap

$77.1B

Avg P/E

97.1

Median P/E

41.3

Avg Dividend Yield

0.00%

Avg Beta

1.36

# Stocks

# ETFs / Funds

Top Holdings (16 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	AMZN	24.23%	985,000	$216M	$219.39	$37M	+45,000	+4.8%
2	MELI	18.61%	63,508	$166M	$2,613.63	$38M	-2,000	-3.0%
3	APPF	13.09%	506,892	$117M	$230.28	$28M	+104,153	+25.9%
4	CPNG	10.76%	3,201,575	$96M	$29.96	$31M	+229,594	+7.7%
5	VEEV	10.05%	311,345	$90M	$287.98	$11M	-30,000	-8.8%
6	MSFT	7.60%	136,200	$68M	$497.41	$11M	-15,000	-9.9%
7	DASH	6.30%	227,743	$56M	$246.51	$11M	-20,000	-8.1%
8	GOOG	3.85%	193,700	$34M	$177.39	$4M	-2,500	-1.3%
9	GOOGL	2.18%	110,500	$19M	$176.23	$1M	-7,500	-6.4%
10	TBRG	1.80%	683,921	$16M	$23.42	$10M	+467,016	+215.3%
11	ZG	0.71%	92,232	$6M	$68.49	$3M	+45,932	+99.2%
12	SHOP	0.54%	41,590	$5M	$115.35	$826K	—	—
13	CWAN	0.28%	114,517	$3M	$21.93	—	+114,517	—	NEW
14	CRM	—%	—	—	—	-$20M	-75,968	-100.0%	SOLD
15	TSLA	—%	—	—	—	-$1M	-5,000	-100.0%	SOLD
16	ENFN	—%	—	—	—	-$10M	-868,085	-100.0%	SOLD

New Positions

Symbol	Value	% Port
CWAN	$3M	0.28%

Sold Out Positions

Symbol	Value	% Port
CRM	—	—%
TSLA	—	—%
ENFN	—	—%

View SEC EDGAR Filings for Nellore Capital Management LLC →