Nishkama Capital

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
Twitter 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 (CLS) 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 (BNED) 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 (NGMS) 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