NELLORE CAPITAL MANAGEMENT LLC

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Adviser Profile

As of Date:

04/29/2024

Adviser Type:

- Large advisory firm

Number of Employees:

2

of those in investment advisory functions:

1

Registration:

SEC, Approved, 8/10/2020

Other registrations (2)
Former registrations

NELLORE CAPITAL MANAGEMENT LLC

AUM:

645,893,930 36.43%

of that, discretionary:

645,893,930 36.43%

GAV:

600,397,657 35.32%

Avg Account Size:

161,473,483 36.43%

SMA’s:

NO

Private Funds:

3

Contact Info

501 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
473M 406M 338M 271M 203M 135M 68M
2021 2022 2023

Recent News

Top 5 4th Quarter Trades of Nellore Capital Management LLC
02/15/2023

Related Stocks: AMZN, NFLX, MSFT, DASH, CPNG,

gurufocus.com

Nellore Capital Management LLC's Top 5 Buys of the 1st Quarter
05/19/2022

Related Stocks: CRM, JTKWY, DASH, VEEV, APPF,

gurufocus.com


Private Funds Structure

Fund Type Count GAV
Hedge Fund 3 $600,397,657

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Private Funds



Employees




Brochure Summary

Overview

A. Nellore Capital Management LLC (“Nellore Capital” or “the Firm”) began its advisory services on April 29, 2019. The Firm’s principal owner is Sakya Duvvuru, Managing Member. B. Nellore Capital seeks to achieve long-term capital appreciation primarily through investments in the securities of entrepreneurially managed, competitively advantaged technology businesses held for the long term. The Firm invests in U.S. as well as non-U.S. based companies and may invest in emerging markets. The Firm’s investment advice is primarily limited to publicly traded common stocks, but the Firm may also invest in options and other derivatives providing exposure to publicly traded common stocks and private market transactions. Nellore Capital’s investment strategy generally is long-biased though it retains the ability to hold short positions at times in its discretion. Nellore Capital provides discretionary asset management services for pooled investment vehicles, including Nellore Capital Partners LP and Nellore Capital Partners QP LP (“the Funds”) and also provides discretionary asset management services and utilizes a separately managed account (“SMA”) platform to direct investments for some of its Clients. The Firm manages the Funds and SMA accounts using a single common investment strategy. The
separately managed account setup allows increased transparency for clients as they can view the details of their account at any time through the custodian, but may have different fees or expenses associated with that account structure. The SMA platform also gives the Client and the Firm the ability to liquidate some or all of the Client’s assets in a timely and orderly fashion without hindering the investment performance of other Clients or the Funds. C. For its SMA platform, Nellore Capital does not tailor its advisory services by Client, but Clients may impose reasonable restrictions if necessary. The Firm employs the same capital allocation strategy across all of its accounts that it deems will provide the maximum risk adjusted return for all of its Clients. Nellore Capital’s SMA Clients understand that their account holdings will closely reflect those of other Clients. As for the Funds, the Firm tailors advice to the Funds and not to the underlying beneficial owners of the Funds. The Funds’ investors are unable to impose restrictions on investing in certain securities or types of securities. D. Nellore Capital does not participate in wrap fee programs. E. As of December 31, 2022, Nellore Capital has $473,421,231 in regulatory assets under management on a discretionary basis.