Nishkama Capital as of Sept. 30, 2019
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 21 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NCR Corporation (VYX) | 20.9 | $19M | 615k | 31.56 | |
| SPDR KBW Regional Banking (KRE) | 14.3 | $13M | 252k | 52.79 | |
| Bottomline Technologies | 13.2 | $12M | 312k | 39.35 | |
| Livongo Health | 8.7 | $8.1M | 462k | 17.44 | |
| Woodward Governor Company (WWD) | 7.6 | $7.0M | 65k | 107.83 | |
| Alphabet Inc Class A cs (GOOGL) | 6.7 | $6.2M | 5.1k | 1221.07 | |
| Five9 (FIVN) | 4.4 | $4.1M | 77k | 53.75 | |
| Ishares Msci Japan (EWJ) | 3.5 | $3.2M | 57k | 56.75 | |
| Deutsche Bank Ag-registered (DB) | 2.8 | $2.6M | 352k | 7.50 | |
| Eventbrite (EB) | 2.5 | $2.3M | 133k | 17.71 | |
| Kulicke and Soffa Industries (KLIC) | 2.4 | $2.2M | 96k | 23.48 | |
| Vanguard Short-Term Bond ETF (BSV) | 2.4 | $2.2M | 27k | 80.77 | |
| Alteryx | 2.1 | $1.9M | 18k | 107.40 | |
| Flextronics International Ltd Com Stk (FLEX) | 1.8 | $1.7M | 161k | 10.47 | |
| Kemet Corporation Cmn | 1.8 | $1.6M | 90k | 18.19 | |
| Qiwi (QIWI) | 1.6 | $1.5M | 68k | 21.95 | |
| Rubicon Proj | 0.8 | $737k | 85k | 8.71 | |
| Activision Blizzard | 0.8 | $714k | 14k | 52.89 | |
| Veeco Instruments (VECO) | 0.7 | $621k | 53k | 11.67 | |
| Taiwan Semiconductor Mfg (TSM) | 0.6 | $558k | 12k | 46.50 | |
| Semtech Corporation (SMTC) | 0.4 | $345k | 7.1k | 48.58 |
