Nishkama Capital as of Dec. 31, 2018
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NCR Corporation (VYX) | 26.2 | $20M | 885k | 23.08 | |
| LogMeIn | 14.2 | $11M | 136k | 81.57 | |
| Pluralsight Inc Cl A | 9.4 | $7.4M | 313k | 23.55 | |
| Smartsheet (SMAR) | 7.6 | $5.9M | 239k | 24.86 | |
| Boeing Company (BA) | 4.1 | $3.2M | 10k | 322.50 | |
| Five9 (FIVN) | 3.9 | $3.1M | 70k | 43.71 | |
| Allegheny Technologies Incorporated (ATI) | 3.9 | $3.0M | 140k | 21.77 | |
| Hmh Holdings | 3.5 | $2.8M | 312k | 8.86 | |
| Rubicon Proj | 3.4 | $2.6M | 701k | 3.73 | |
| SPDR S&P Oil & Gas Explore & Prod. | 3.3 | $2.6M | 98k | 26.53 | |
| Bottomline Technologies | 3.1 | $2.4M | 50k | 48.00 | |
| Woodward Governor Company (WWD) | 2.9 | $2.2M | 30k | 74.30 | |
| Verizon Communications (VZ) | 1.7 | $1.3M | 24k | 56.21 | |
| Equinix (EQIX) | 1.7 | $1.3M | 3.8k | 352.55 | |
| Jabil Circuit (JBL) | 1.6 | $1.3M | 51k | 24.78 | |
| Domo Cl B Ord (DOMO) | 1.6 | $1.2M | 64k | 19.64 | |
| Flextronics International Ltd Com Stk (FLEX) | 1.4 | $1.1M | 141k | 7.61 | |
| Energy Select Sector SPDR (XLE) | 1.1 | $860k | 15k | 57.33 | |
| Pareteum | 0.9 | $736k | 436k | 1.69 | |
| Jd (JD) | 0.7 | $544k | 26k | 20.92 | |
| Sunrun (RUN) | 0.7 | $545k | 50k | 10.90 | |
| Rapid7 (RPD) | 0.6 | $499k | 16k | 31.19 | |
| Alibaba Group Holding (BABA) | 0.6 | $493k | 3.6k | 136.94 | |
| Atlassian Corp Plc cl a | 0.6 | $466k | 5.2k | 88.97 | |
| Uxin Ltd ads | 0.6 | $437k | 90k | 4.86 | |
| Marvell Technology Group | 0.5 | $389k | 24k | 16.21 | |
| Ipass | 0.0 | $26k | 14k | 1.85 |
