Nishkama Capital as of Sept. 30, 2022
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 24 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flex Ord (FLEX) | 29.1 | $65M | 3.9M | 16.66 | |
| Elastic N V Ord Shs (ESTC) | 17.3 | $39M | 540k | 71.74 | |
| CoStar (CSGP) | 6.4 | $14M | 205k | 69.65 | |
| Twilio Cl A (TWLO) | 6.1 | $14M | 198k | 69.14 | |
| Ceridian Hcm Hldg (DAY) | 6.0 | $14M | 241k | 55.88 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 5.3 | $12M | 183k | 65.00 | |
| Microsoft Corporation (MSFT) | 5.1 | $11M | 49k | 232.89 | |
| AES Corporation (AES) | 4.8 | $11M | 473k | 22.60 | |
| Gitlab Class A Com (GTLB) | 4.2 | $9.4M | 184k | 51.22 | |
| Netflix (NFLX) | 3.4 | $7.7M | 33k | 235.45 | |
| Despegar Com Corp Ord Shs | 1.8 | $4.1M | 722k | 5.70 | |
| Digitalbridge Group Cl A New (DBRG) | 1.6 | $3.6M | 286k | 12.51 | |
| Limelight Networks | 1.2 | $2.7M | 978k | 2.78 | |
| Barnes & Noble Ed | 1.2 | $2.6M | 1.1M | 2.40 | |
| Pinterest Cl A (PINS) | 1.1 | $2.5M | 107k | 23.30 | |
| Visa Com Cl A (V) | 1.1 | $2.5M | 14k | 177.64 | |
| Consolidated Communications Holdings | 1.0 | $2.2M | 537k | 4.16 | |
| Paymentus Holdings Com Cl A (PAY) | 0.7 | $1.5M | 155k | 9.72 | |
| Rent The Runway Com Cl A | 0.6 | $1.4M | 647k | 2.20 | |
| Peloton Interactive Cl A Com (PTON) | 0.6 | $1.3M | 192k | 6.93 | |
| Radius Global Infrastrctre I Com Cl A | 0.6 | $1.3M | 136k | 9.42 | |
| Purecycle Technologies (PCT) | 0.5 | $1.1M | 140k | 8.07 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $703k | 87k | 8.13 | |
| Full House Resorts (FLL) | 0.1 | $126k | 22k | 5.64 |
