Sakya Duvvuru

Overview

Sakya Duvvuru is a seasoned investor specializing in long-term, fundamental investments in technology and healthcare sectors. He is the Founder and Portfolio Manager of Nellore Capital Management, a private investment firm based in Redwood City, California. The firm focuses on managing public equity portfolios for institutional clients and high-net-worth individuals, emphasizing long-term growth in technology and consumer sectors. As of late 2025, Nellore Capital managed approximately $734 million in assets, actively managing a portfolio of about 16 equity positions. The firm employs a concentrated, research-driven investment strategy, making both long and short-term investments in publicly traded stocks, options, derivatives, and private market transactions. Prior to founding Nellore Capital, Duvvuru began his career at Moelis & Company's Los Angeles office. He later co-founded Social Capital's public investment initiatives, including Social Capital Public Equity Partners and Weaving Capital. Duvvuru holds a B.A. in Economics from the University of California, Berkeley. In addition to his role at Nellore Capital, he serves as a Senior Advisor at 4DX Ventures and has been involved in various investment activities, including serving as a Partner at Marcho Partners. Duvvuru's investment philosophy centers on identifying entrepreneurially managed, competitively advantaged technology businesses globally for the long term. His firm has demonstrated disciplined portfolio adjustments, increasing stakes in companies like Amazon and MercadoLibre while reducing exposure to others such as Salesforce and Alphabet. Nellore Capital's portfolio includes holdings in companies like Appfolio Inc., Coupang Inc., and Veeva Systems Inc. Duvvuru's approach reflects a commitment to high-conviction investments in global technology and consumer companies, aiming to achieve long-term capital growth through a concentrated, research-driven strategy.