Nishkama Capital as of Sept. 30, 2021
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 30 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
16.6 | $57M | 942k | 60.39 | ||
Flex Ord (FLEX) | 12.6 | $43M | 2.4M | 17.68 | |
Microsoft Corporation (MSFT) | 10.0 | $34M | 121k | 281.92 | |
Outfront Media (OUT) | 7.2 | $25M | 980k | 25.20 | |
Hmh Holdings | 6.3 | $22M | 1.6M | 13.43 | |
Ceridian Hcm Hldg (DAY) | 6.2 | $21M | 189k | 112.62 | |
Shift4 Pmts Cl A (FOUR) | 6.2 | $21M | 273k | 77.52 | |
Celestica Sub Vtg Shs | 4.2 | $15M | 1.6M | 8.88 | |
Analog Devices (ADI) | 3.4 | $12M | 70k | 167.49 | |
Carparts.com (PRTS) | 2.6 | $8.8M | 565k | 15.61 | |
Dish Network Corporation Cl A | 2.5 | $8.7M | 201k | 43.46 | |
Semtech Corporation (SMTC) | 2.5 | $8.6M | 111k | 77.97 | |
Workday Cl A (WDAY) | 2.0 | $6.7M | 27k | 249.88 | |
Barnes & Noble Ed | 1.9 | $6.7M | 666k | 9.99 | |
Despegar Com Corp Ord Shs (DESP) | 1.9 | $6.4M | 534k | 12.03 | |
Howmet Aerospace (HWM) | 1.8 | $6.3M | 203k | 31.20 | |
On24 (ONTF) | 1.7 | $5.7M | 287k | 19.94 | |
First Solar (FSLR) | 1.6 | $5.4M | 57k | 95.46 | |
Allegheny Technologies Incorporated (ATI) | 1.6 | $5.4M | 322k | 16.63 | |
Neogames S A SHS | 1.5 | $5.2M | 142k | 36.72 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $5.1M | 1.9k | 2673.64 | |
Paymentus Holdings Com Cl A (PAY) | 1.4 | $4.7M | 190k | 24.64 | |
Just Eat Takeaway Com N V Sponsored Ads (JTKWY) | 0.8 | $2.8M | 190k | 14.53 | |
Atlassian Corp Cl A | 0.6 | $2.0M | 5.1k | 391.37 | |
Alkami Technology (ALKT) | 0.4 | $1.5M | 61k | 24.68 | |
Digital Turbine Com New (APPS) | 0.3 | $1.1M | 16k | 68.74 | |
Avid Technology | 0.3 | $987k | 34k | 28.92 | |
Plexus (PLXS) | 0.2 | $841k | 9.4k | 89.45 | |
Uber Technologies (UBER) | 0.2 | $614k | 14k | 44.82 | |
Ferroglobe SHS (GSM) | 0.1 | $336k | 39k | 8.69 |