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Midas Edge

13-F holdings, Q2 2026

Nellore Capital Management LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$900.7M
Positions
10
Filed
Data as of

These holdings are as of , 132 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. AMZN$260M
    1,091,000 shares28.9% of the book
  2. MELI$152.3M
    89,704 shares16.9% of the book
  3. APPF$105M
    654,865 shares11.7% of the book
  4. GOOGL$90.2M
    252,500 shares10% of the book
  5. VEEV$86M
    484,515 shares9.5% of the book
  6. GOOG$70.9M
    200,700 shares7.9% of the book
  7. CPNG$65.3M
    3,760,975 shares7.3% of the book
  8. DASH$37.2M
    201,435 shares4.1% of the book
  9. TBRG$26.2M
    998,446 shares2.9% of the book
  10. MSFT$7.6M
    20,388 shares0.84% of the book

What changed this quarter

0 new positions and 1 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • MELI

    MERCADOLIBRE INC

    +$30.1M

    +24.7% shares

  • CPNG

    COUPANG INC

    +$7.3M

    +12.6% shares

  • VEEV

    VEEVA SYS INC

    +$6.6M

    +8.3% shares

  • APPF

    APPFOLIO INC

    +$3M

    +2.9% shares

  • AMZN

    AMAZON COM INC

    +$2.4M

    +0.9% shares

Largest sells

  • MSFT

    MICROSOFT CORP

    −$6.1M

    -44.4% shares

  • DASH

    DOORDASH INC

    −$2.7M

    -6.7% shares

  • MNDY

    MONDAY COM LTD

    −$346K

    Sold out, was 0.04% of the book

What was sold out, by size

  • 1 small, between 0.015% and 0.25%

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.