Nellore Capital Management LLC
REDWOOD CITY CA · SEC CIK 0001846677
$7.83亿2026Q1 申报市值
11持仓数
100.0%前十大占比 · 第一大 28.8%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOGL 加仓+$2,300.48万
VEEV 加仓+$2,054.45万
APPF 加仓+$1,682.46万
AMZN 加仓+$1,332.93万
MELI 加仓+$1,296.76万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$2,184.00万
CPNG 减仓-$2,076.80万
TSLA 清仓-$22.49万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $0 | 0.00% | 0 | -500 | -100.0% | -$22.49万 | 清仓 |
| MNDY | MONDAY COM LTD | $34.55万 | 0.04% | 5,000 | 5,000 | — | $34.55万 | 新建仓 |
| MSFT | MICROSOFT CORP | $1,358.52万 | 1.74% | 36,700 | -59,000 | -61.7% | -$2,184.00万 | 减仓 |
| — | TRUBRIDGE INC | $1,447.08万 | 1.85% | 988,446 | 73,412 | 8.0% | $107.48万 | 加仓 |
| DASH | DOORDASH INC | $3,243.28万 | 4.14% | 216,003 | 15,000 | 7.5% | $225.22万 | 加仓 |
| GOOG | ALPHABET INC | $5,757.28万 | 7.36% | 200,700 | 7,000 | 3.6% | $200.80万 | 加仓 |
| CPNG | COUPANG INC | $6,307.76万 | 8.06% | 3,340,975 | -1,100,000 | -24.8% | -$2,076.80万 | 减仓 |
| GOOGL | ALPHABET INC | $7,260.89万 | 9.28% | 252,500 | 80,000 | 46.4% | $2,300.48万 | 加仓 |
| VEEV | VEEVA SYS INC | $7,857.29万 | 10.04% | 447,301 | 116,956 | 35.4% | $2,054.45万 | 加仓 |
| APPF | APPFOLIO INC | $1.00亿 | 12.83% | 636,302 | 106,606 | 20.1% | $1,682.46万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1.24亿 | 15.90% | 71,955 | 7,500 | 11.6% | $1,296.76万 | 加仓 |
| AMZN | AMAZON COM INC | $2.25亿 | 28.77% | 1,081,000 | 64,000 | 6.3% | $1,332.93万 | 加仓 |