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 |
