Nishkama Capital as of Dec. 31, 2019
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 36 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bottomline Technologies | 13.7 | $23M | 437k | 53.60 | |
| Dxc Technology (DXC) | 10.4 | $18M | 471k | 37.59 | |
| Alphabet Inc Class A cs (GOOGL) | 9.6 | $16M | 12k | 1339.39 | |
| Flextronics International Ltd Com Stk (FLEX) | 7.6 | $13M | 1.0M | 12.62 | |
| Kulicke and Soffa Industries (KLIC) | 6.1 | $10M | 382k | 27.20 | |
| Uber Technologies (UBER) | 4.9 | $8.4M | 282k | 29.74 | |
| Hmh Holdings | 4.4 | $7.6M | 1.2M | 6.25 | |
| Nuance Communications | 4.3 | $7.3M | 409k | 17.83 | |
| STMicroelectronics (STM) | 4.0 | $6.7M | 251k | 26.91 | |
| Comcast Corporation (CMCSA) | 3.9 | $6.7M | 148k | 44.97 | |
| Viacomcbs (PARA) | 3.8 | $6.5M | 156k | 41.97 | |
| Pinterest Inc Cl A (PINS) | 2.4 | $4.0M | 216k | 18.64 | |
| Deutsche Bank Ag-registered (DB) | 2.1 | $3.6M | 468k | 7.78 | |
| Cabot Microelectronics Corporation | 2.0 | $3.5M | 24k | 144.33 | |
| Stitch Fix (SFIX) | 2.0 | $3.4M | 133k | 25.66 | |
| Rubicon Proj | 1.8 | $3.1M | 378k | 8.16 | |
| Eventbrite (EB) | 1.6 | $2.7M | 135k | 20.17 | |
| Nortonlifelock (GEN) | 1.4 | $2.4M | 96k | 25.52 | |
| Meet | 1.2 | $2.1M | 422k | 5.01 | |
| Workday Inc cl a (WDAY) | 1.2 | $2.1M | 13k | 164.48 | |
| Sailpoint Technlgies Hldgs I | 1.2 | $2.0M | 84k | 23.60 | |
| Fiverr Intl Ltd ord (FVRR) | 1.1 | $1.8M | 77k | 23.50 | |
| Celestica (CLS) | 1.0 | $1.8M | 214k | 8.27 | |
| Amazon (AMZN) | 1.0 | $1.7M | 900.00 | 1847.78 | |
| Dropbox Inc-class A (DBX) | 1.0 | $1.6M | 91k | 17.91 | |
| Gs Acquisition Holdings Cl A Ord | 1.0 | $1.6M | 148k | 11.03 | |
| SeaChange International | 0.8 | $1.4M | 337k | 4.19 | |
| Energy Select Sector SPDR (XLE) | 0.7 | $1.2M | 20k | 60.05 | |
| Daily Journal Corporation (DJCO) | 0.6 | $1.0M | 3.6k | 290.56 | |
| Cirrus Logic (CRUS) | 0.6 | $1.0M | 13k | 82.43 | |
| Knowles (KN) | 0.5 | $912k | 43k | 21.16 | |
| Therapeuticsmd | 0.5 | $857k | 354k | 2.42 | |
| Universal Technical Institute (UTI) | 0.5 | $764k | 99k | 7.71 | |
| Cornerstone Buil | 0.4 | $715k | 84k | 8.51 | |
| Bill Com Holdings Ord (BILL) | 0.4 | $660k | 17k | 38.02 | |
| SPDR S&P Oil & Gas Explore & Prod. | 0.3 | $474k | 20k | 23.70 |
