Nellore Capital Management

Nellore Capital Management LLC is an investment management firm headquartered in Redwood City, California, and incorporated in Delaware. Founded in 2019 by CEO Sakya Duvvuru, the firm focuses primarily on managing public equity portfolios for institutional clients and high-net-worth individuals.

Nellore Capital pursues a concentrated, research-driven investment strategy emphasizing long-term growth in technology and consumer sectors. The firm actively manages a portfolio of approximately 16 equity positions, with assets under management around $734 million as of late 2025.

Nellore Capital demonstrates disciplined portfolio adjustments, increasing stakes in companies like Amazon and MercadoLibre while reducing exposure to others such as Salesforce and Alphabet. The firm employs both long and short-term investments, including publicly traded stocks, options, derivatives, and private market transactions.

Led by founder Sakya Duvvuru, who has a background in economics from UC Berkeley and experience at Moelis & Company and Social Capital, Nellore Capital Management operates as a small to mid-sized hedge fund with a focused client base. The firm is registered with the SEC and maintains a lean team, emphasizing high-conviction investments in global technology and consumer companies.