Nellore Capital Management LLC - Q42025 Holdings

Nellore Capital Management LLC holds 11 stocks with a total portfolio value of $ 893.31M as of Q42025. In Q42025, Nellore Capital Management LLC added 0 new positions, increased stakes in 6 stocks, reduced 2 holdings, and fully exited 3 positions. The largest holding is Amazon Com Inc (AMZN), representing 26.28% of the total portfolio.