Equal-WT
WhaleScore 2.0 ?
Nellore Capital Management is based out of Redwood City. Nellore Capital Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $874,917,769 (Form ADV from 2025-03-31). Their last reported 13F filing for Q3 2025 included $916,848,621 in managed 13F securities
and a top 10 holdings concentration of 98.59%. Nellore Capital Management's largest holding is Amazon.com Inc with shares held of 1,020,000. Whalewisdom has at least 26 13F filings, and 1 13G filings
Business Description
Nellore Capital Management LLC (“Nellore Capital” or “the Firm”) began providing advisory services in January 2019. The Firm’s sole owner and Managing Member is Sakya Duvvuru.
Neither Nellore Capital nor any of its management persons are registered, or have an application pending to register, as a broker-dealer or a registered representative of a broker dealer, as a futures commission merchant, commodity pool operator, a commodity trading adviser, or as an associated person of the foregoing entities. Neither Nellore Capital nor any of its management persons have a relationship or arrangement that is material to the Firm’s advisory business with any of the entities below: Broker-dealer, municipal securities dealer, or government securities dealer or broker, Investment company or other pooled investment vehicle (e.g. mutual fund, private fund, etc.).
Investment Strategy
Nellore Capital's investment strategy is generally long-biased, but it can hold short positions at its discretion. The firm aims to identify trends and developments in its investment sectors by observing company strategies, customer needs, and new technologies. This information is used to build a framework based on major investment themes, which helps the firm formulate hypotheses about long-term industry evolution.
The firm also makes investment decisions based on bottom-up proprietary analysis. This analysis aims to identify companies that benefit from new technology or standards or can reinforce their leadership through innovation and competitive advantages. Research is generated through various interactions and communications with company management, customers, suppliers, employees, competitors, consultants, organizations, and contacts within the technology business community. The firm looks for companies with superior value propositions, best-in-class products, leading market share, profitability or strong unit economics, competitive advantages, low customer acquisition costs, recurring revenue, and innovative management teams.
Owners
- DUVVURU, SAKYA, VENKAT - CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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