Nishkama Capital as of March 31, 2022
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 26 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flex Ord (FLEX) | 26.9 | $95M | 5.1M | 18.55 | |
| Ceridian Hcm Hldg (DAY) | 11.6 | $41M | 600k | 68.36 | |
| Shift4 Pmts Cl A (FOUR) | 9.2 | $33M | 526k | 61.93 | |
| Semtech Corporation (SMTC) | 9.0 | $32M | 460k | 69.34 | |
| Celestica Sub Vtg Shs | 5.7 | $20M | 1.7M | 11.91 | |
| Microsoft Corporation (MSFT) | 4.9 | $17M | 56k | 308.31 | |
| Smartsheet Com Cl A (SMAR) | 4.4 | $16M | 283k | 54.78 | |
| Gitlab Class A Com (GTLB) | 4.1 | $15M | 267k | 54.45 | |
| Outfront Media | 3.3 | $12M | 412k | 28.43 | |
| 3.0 | $11M | 274k | 38.69 | ||
| Zoominfo Technologies Com Cl A (GTM) | 2.3 | $8.1M | 135k | 59.74 | |
| Limelight Networks | 2.3 | $8.0M | 1.5M | 5.22 | |
| Despegar Com Corp Ord Shs | 2.0 | $7.0M | 576k | 12.20 | |
| Tripadvisor (TRIP) | 1.5 | $5.4M | 198k | 27.12 | |
| Coupa Software | 1.5 | $5.3M | 53k | 101.63 | |
| Digital Turbine Com New (APPS) | 1.5 | $5.3M | 122k | 43.81 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 1.3 | $4.7M | 10k | 451.63 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 1.0 | $3.5M | 17k | 205.29 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $3.1M | 30k | 104.26 | |
| Barnes & Noble Ed | 0.8 | $2.8M | 795k | 3.58 | |
| General Electric Com New (GE) | 0.7 | $2.6M | 28k | 91.50 | |
| Plby Group Ord (PLBY) | 0.7 | $2.5M | 190k | 13.09 | |
| Howmet Aerospace (HWM) | 0.4 | $1.3M | 36k | 35.94 | |
| Snowflake Cl A (SNOW) | 0.4 | $1.2M | 5.4k | 229.07 | |
| Confluent Class A Com (CFLT) | 0.3 | $1.2M | 30k | 41.01 | |
| Peloton Interactive Cl A Com (PTON) | 0.1 | $239k | 9.0k | 26.46 |
