Nishkama Capital as of June 30, 2022
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 31 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flex Ord (FLEX) | 21.4 | $53M | 3.6M | 14.47 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 16.5 | $41M | 240k | 169.36 | |
| Ceridian Hcm Hldg (DAY) | 10.5 | $26M | 551k | 47.08 | |
| Semtech Corporation (SMTC) | 8.6 | $21M | 385k | 54.97 | |
| Celestica Sub Vtg Shs | 5.3 | $13M | 1.3M | 9.72 | |
| Elastic N V Ord Shs (ESTC) | 4.7 | $12M | 172k | 67.67 | |
| Gitlab Class A Com (GTLB) | 3.3 | $8.2M | 154k | 53.14 | |
| Array Technologies Com Shs (ARRY) | 3.2 | $7.8M | 713k | 11.01 | |
| 4068594 Enphase Energy (ENPH) | 2.9 | $7.1M | 37k | 195.25 | |
| Paymentus Holdings Com Cl A (PAY) | 2.8 | $7.0M | 522k | 13.37 | |
| Despegar Com Corp Ord Shs (DESP) | 2.4 | $5.8M | 722k | 8.10 | |
| Amazon (AMZN) | 2.1 | $5.1M | 48k | 106.21 | |
| Peloton Interactive Cl A Com (PTON) | 2.0 | $5.0M | 546k | 9.18 | |
| Proshares Tr Bitcoin Strate (BITO) | 1.8 | $4.5M | 386k | 11.61 | |
| Barnes & Noble Ed | 1.2 | $2.9M | 975k | 2.93 | |
| Affirm Hldgs Com Cl A (AFRM) | 1.1 | $2.7M | 148k | 18.06 | |
| General Electric Com New (GE) | 1.1 | $2.7M | 42k | 63.67 | |
| Howmet Aerospace (HWM) | 1.0 | $2.5M | 80k | 31.44 | |
| Five9 (FIVN) | 1.0 | $2.4M | 27k | 91.15 | |
| Mongodb Cl A (MDB) | 0.8 | $2.0M | 7.7k | 259.46 | |
| Consolidated Communications Holdings (CNSL) | 0.8 | $1.9M | 274k | 7.00 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.8 | $1.9M | 114k | 16.48 | |
| Limelight Networks | 0.7 | $1.7M | 732k | 2.31 | |
| Digitalbridge Group Cl A Com | 0.7 | $1.6M | 330k | 4.88 | |
| Equinix (EQIX) | 0.5 | $1.3M | 2.0k | 657.00 | |
| Solaredge Technologies (SEDG) | 0.5 | $1.3M | 4.7k | 273.68 | |
| Netflix (NFLX) | 0.5 | $1.3M | 7.3k | 174.93 | |
| salesforce (CRM) | 0.5 | $1.3M | 7.6k | 165.06 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.2M | 4.5k | 277.56 | |
| Radius Global Infrastrctre I Com Cl A | 0.4 | $1.1M | 73k | 15.26 | |
| Rent The Runway Com Cl A | 0.4 | $1.0M | 332k | 3.07 |
