Nellore Capital Management LLC
Annual return '25
+12.4%
SPY '25
+17.7%
Alpha
-5.3ptsvs SPY
Invested
$782.6M
Holdings
11
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Held since at least Q1 2024
28.8%
02
$MELI
MERCADOLIBRE INC
Held since at least Q1 2024
15.9%
03
$APPF
APPFOLIO INC
Held since at least Q1 2024
12.8%
04
$VEEV
VEEVA SYS INC
Held since at least Q1 2024
10.0%
05
$GOOGL
ALPHABET INC
Held since at least Q1 2024
9.3%
06
$CPNG
COUPANG INC
Held since at least Q1 2024
8.1%
07
$GOOG
ALPHABET INC
Held since at least Q1 2024
7.4%
08
$DASH
DOORDASH INC
Held since at least Q1 2024
4.1%
09
$TBRG
TRUBRIDGE INC
Held since at least Q1 2024
1.8%
10
$MSFT
MICROSOFT CORP
Q1 2026: New position (97.0k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.