Nishkama Capital

Nishkama Capital as of Dec. 31, 2021

Portfolio Holdings for Nishkama Capital

Nishkama Capital holds 34 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flex Ord (FLEX) 19.1 $77M 4.2M 18.33
Outfront Media 9.3 $38M 1.4M 26.82
Shift4 Pmts Cl A (FOUR) 8.2 $33M 573k 57.93
Hmh Holdings 7.5 $31M 1.9M 16.10
Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) 7.5 $30M 204k 148.19
Semtech Corporation (SMTC) 5.8 $24M 265k 88.93
Celestica Sub Vtg Shs 5.0 $20M 1.8M 11.13
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 4.9 $20M 42k 474.95
Microsoft Corporation (MSFT) 4.9 $20M 59k 336.33
Analog Devices (ADI) 3.6 $15M 84k 175.77
Paymentus Holdings Com Cl A (PAY) 3.0 $12M 345k 34.98
Ishares Tr Russell 2000 Etf Put Option (IWM) 2.6 $11M 48k 222.46
Smartsheet Com Cl A (SMAR) 2.4 $9.9M 128k 77.45
Despegar Com Corp Ord Shs 2.1 $8.4M 862k 9.79
Digital Turbine Com New (APPS) 1.3 $5.1M 84k 60.98
Howmet Aerospace (HWM) 1.3 $5.1M 160k 31.83
Allegheny Technologies Incorporated (ATI) 1.2 $5.0M 312k 15.93
Barnes & Noble Ed 1.2 $4.9M 720k 6.81
Pinterest Cl A (PINS) 1.2 $4.9M 134k 36.35
Gentex Corporation (GNTX) 1.2 $4.9M 140k 34.85
Gitlab Class A Com (GTLB) 1.0 $3.9M 44k 87.00
NVIDIA Corporation (NVDA) 0.9 $3.6M 12k 294.11
General Electric Com New (GE) 0.6 $2.5M 27k 94.48
Woodward Governor Company (WWD) 0.6 $2.5M 23k 109.45
Clarivate Ord Shs (CLVT) 0.6 $2.4M 100k 23.52
Kulicke and Soffa Industries (KLIC) 0.5 $1.9M 32k 60.53
Coupa Software 0.4 $1.7M 11k 158.01
Ceridian Hcm Hldg (DAY) 0.4 $1.7M 16k 104.45
CoStar (CSGP) 0.4 $1.6M 21k 79.02
Vizio Hldg Corp Cl A Com 0.3 $1.3M 66k 19.43
Limelight Networks 0.3 $1.2M 355k 3.43
Avidxchange Holdings (AVDX) 0.3 $1.2M 78k 15.05
Power & Digital Infra Acq Com Cl A 0.3 $1.1M 102k 10.95
Neogames S A SHS 0.2 $711k 26k 27.80