Managers / Q2 2025 · view latest →
Nellore Capital Management LLC
CIK 0001846677 · PO BOX 1237, 855 JEFFERSON AVENUE, REDWOOD CITY, CA, 94063 · 6478608148
Reported Value
$892M
Q2 2025
Positions
14
Filings on Record
28
2019–present window
Filed
Aug 14, 2025
original filing
Summary
Nellore Capital Management Llc reported $892M in U.S.-listed holdings across 14 positions for Q2 2025.
The portfolio is heavily concentrated: AMZN alone accounts for 24.2% of reported value.
Compared with Q1 2025, the fund opened 1 new position and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $783M | 11 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $893M | 11 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $917M | 14 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $892M | 14 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $735M | 16 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $766M | 17 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $734M | 16 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $663M | 13 | Aug 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $647M | 12 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $544M | 11 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $532M | 11 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $534M | 15 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $461M | 16 | May 22, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2022 | $406.5B | 16 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $395M | 18 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $374M | 19 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $442M | 23 | May 17, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2021 | $370M | 25 | Feb 18, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2021 | $413M | 25 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $315M | 23 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $117M | 21 | May 18, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2020 | $116.9B | 21 | Feb 23, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.