Investor
Nishkama Capital, LLC
CIK 0001633799 · filed 2026-05-15 · SEC filing
13F book
$1.58B
Positions
39
22 new · 32 sold
Largest name
8.2%
Equinix Inc · EQIX
Est. mark
$8.16M
Price effect on 17 names still held. Flow −$45M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Equinix Inc | EQIX | 131.9K | $129.3M | 8.2% | — | New |
| Amazon Com Inc | AMZN | 176.1K | $36.7M | 2.3% | −$3.97M | Cut−$37.4M |
| Williams Cos Inc | — | 499.1K | $36.3M | 2.3% | $3.94M | Added$17.6M |
| Asml Holding N V | — | 23.6K | $31.1M | 2.0% | — | New |
| Stmicroelectronics N V | — | 838.7K | $29M | 1.8% | — | New |
| Applied Matls Inc | — | 83.9K | $28.7M | 1.8% | — | New |
| Rocket Cos Inc | — | 1.79M | $25.5M | 1.6% | −$3.22M | Added$13.3M |
| Texas Instrs Inc | — | 128.8K | $25M | 1.6% | $1.16M | Added$15.2M |
| Eqt Corp | EQT | 372.6K | $23.7M | 1.5% | $2.28M | Added$11.5M |
| Gds Hldgs Ltd | — | 498.1K | $20.1M | 1.3% | $2.68M | Cut$619.3K |
| Seagate Technology Hldngs Pl | — | 50.3K | $19.7M | 1.2% | $1.79M | Added$15.5M |
| Advanced Micro Devices Inc | AMD | 93.6K | $19M | 1.2% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 55.8K | $18.9M | 1.2% | $1.9M | Cut−$9.01M |
| Figure Technology Solutio | — | 542.9K | $18.4M | 1.2% | −$3.74M | Cut−$12.4M |
| Wayfair Inc. | W | 243.4K | $18.3M | 1.2% | — | New |
| Coherent Corp. | COHR | 66.3K | $15.8M | 1.0% | $3.56M | Cut$3.24M |
| Liberty Media Corp Del | — | 180.2K | $15.3M | 1.0% | — | New |
| Entegris Inc | ENTG | 112.6K | $13.2M | 0.8% | $3.71M | Cut−$13.8M |
| Shoals Technologies Group In | — | 1.99M | $13.1M | 0.8% | −$2.09M | Added$3.89M |
| Zoom Communications, Inc. | ZM | 158K | $12.7M | 0.8% | — | New |
| Bloom Energy Corp | BE | 92.6K | $12.5M | 0.8% | $4.5M | Cut−$8.51M |
| Tower Semiconductor Ltd | TSEM | 69.2K | $12.1M | 0.8% | — | New |
| Uber Technologies, Inc | UBER | 166.9K | $12M | 0.8% | — | New |
| Nu Hldgs Ltd | — | 832.9K | $12M | 0.8% | −$1.97M | Cut−$6.65M |
| Imax Corp | IMAX | 296.8K | $11.3M | 0.7% | $169.2K | Added$5.33M |
| Grab Holdings Limited | — | 2.88M | $10.6M | 0.7% | −$2.37M | Added$1.65M |
| Freeport-Mcmoran Inc | FCX | 166.6K | $9.79M | 0.6% | — | New |
| Core Scientific Inc New | — | 645.8K | $9.66M | 0.6% | — | New |
| Baidu Inc | — | 83.8K | $9.34M | 0.6% | — | New |
| Akamai Technologies Inc | AKAM | 78.9K | $9.06M | 0.6% | — | New |
| Coupang, Inc. | CPNG | 479K | $9.04M | 0.6% | — | New |
| Arm Holdings Plc | — | 42K | $6.35M | 0.4% | — | New |
| Verisign Inc | — | 23.9K | $5.92M | 0.4% | — | New |
| VNET Group, Inc. | VNET | 670.1K | $5.62M | 0.4% | — | New |
| Warby Parker Inc. | WRBY | 261.4K | $5.51M | 0.3% | −$188.2K | Cut−$4.97M |
| Pics Nv | — | 463.6K | $4.85M | 0.3% | — | New |
| A2z Cust2mate Solutions Corp. | AZ | 474.5K | $3.16M | 0.2% | — | New |
| Array Technologies, Inc. | ARRY | 302.6K | $2.19M | 0.1% | — | New |
| Veeco Instrs Inc Del | — | 60.4K | $2.05M | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.