Nishkama Capital as of March 31, 2020
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 27 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ihs Markit | 16.0 | $11M | 186k | 60.00 | |
| Visa (V) | 15.2 | $11M | 66k | 161.13 | |
| Pinterest Inc Cl A (PINS) | 13.2 | $9.2M | 596k | 15.44 | |
| Uber Technologies (UBER) | 11.0 | $7.7M | 275k | 27.92 | |
| Workday Inc cl a (WDAY) | 6.9 | $4.9M | 37k | 130.21 | |
| Fiverr Intl Ltd ord (FVRR) | 5.9 | $4.2M | 165k | 25.17 | |
| Flextronics International Ltd Com Stk (FLEX) | 5.4 | $3.8M | 452k | 8.38 | |
| Energy Select Sector SPDR (XLE) | 3.2 | $2.3M | 78k | 29.06 | |
| Hmh Holdings | 3.1 | $2.2M | 1.1M | 1.88 | |
| Apple (AAPL) | 2.3 | $1.6M | 6.2k | 254.31 | |
| 1-800-flowers (FLWS) | 2.1 | $1.5M | 112k | 13.23 | |
| Progressive Corporation (PGR) | 1.5 | $1.1M | 14k | 73.82 | |
| Fabrinet (FN) | 1.5 | $1.0M | 19k | 54.57 | |
| Black Knight | 1.3 | $929k | 16k | 58.06 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 1.3 | $891k | 8.9k | 100.55 | |
| Crown Castle Intl (CCI) | 1.2 | $866k | 6.0k | 144.33 | |
| Taiwan Semiconductor Mfg (TSM) | 1.2 | $824k | 17k | 47.78 | |
| Microsoft Corporation (MSFT) | 1.1 | $789k | 5.0k | 157.80 | |
| National Gen Hldgs | 1.0 | $694k | 42k | 16.55 | |
| Palo Alto Networks (PANW) | 1.0 | $689k | 4.2k | 164.05 | |
| Amazon (AMZN) | 1.0 | $682k | 350.00 | 1948.57 | |
| Coupa Software | 0.8 | $588k | 4.2k | 139.70 | |
| Celestica | 0.8 | $550k | 157k | 3.50 | |
| QuinStreet (QNST) | 0.7 | $487k | 61k | 8.05 | |
| Boeing Company (BA) | 0.4 | $298k | 2.0k | 149.00 | |
| Zscaler Incorporated (ZS) | 0.4 | $250k | 4.1k | 60.98 | |
| Dxc Technology (DXC) | 0.3 | $222k | 17k | 13.06 |
