Nishkama Capital as of Dec. 31, 2022
Portfolio Holdings for Nishkama Capital
Nishkama Capital holds 46 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flex Ord (FLEX) | 17.7 | $53M | 2.5M | 21.46 | |
| Five9 (FIVN) | 14.8 | $45M | 655k | 67.86 | |
| Mongodb Cl A (MDB) | 11.9 | $36M | 181k | 196.84 | |
| Netflix (NFLX) | 6.7 | $20M | 68k | 294.88 | |
| Gitlab Class A Com (GTLB) | 5.6 | $17M | 372k | 45.44 | |
| AES Corporation (AES) | 4.6 | $14M | 480k | 28.76 | |
| Blackline (BL) | 4.2 | $13M | 186k | 67.27 | |
| Entegris (ENTG) | 3.9 | $12M | 177k | 65.59 | |
| Endeavor Group Hldgs Cl A Com (EDR) | 2.9 | $8.8M | 392k | 22.54 | |
| Meta Platforms Cl A (META) | 2.3 | $6.9M | 57k | 120.34 | |
| Marvell Technology (MRVL) | 2.2 | $6.5M | 175k | 37.04 | |
| CoStar (CSGP) | 1.9 | $5.7M | 74k | 77.28 | |
| NVIDIA Corporation (NVDA) | 1.9 | $5.6M | 39k | 146.14 | |
| Spotify Technology S A SHS (SPOT) | 1.6 | $4.7M | 60k | 78.95 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $4.3M | 57k | 74.49 | |
| Redfin Corp (RDFN) | 1.2 | $3.6M | 858k | 4.24 | |
| 8x8 (EGHT) | 1.2 | $3.5M | 799k | 4.32 | |
| Microsoft Corporation (MSFT) | 1.0 | $3.0M | 13k | 239.82 | |
| Pinduoduo Sponsored Ads (PDD) | 1.0 | $2.9M | 35k | 81.55 | |
| Smartsheet Com Cl A (SMAR) | 0.9 | $2.8M | 71k | 39.36 | |
| Applied Materials (AMAT) | 0.9 | $2.8M | 29k | 97.38 | |
| Consolidated Communications Holdings | 0.7 | $2.0M | 546k | 3.58 | |
| Vodafone Group Sponsored Adr (VOD) | 0.6 | $1.9M | 187k | 10.12 | |
| Barnes & Noble Ed | 0.6 | $1.9M | 1.1M | 1.75 | |
| Frontdoor (FTDR) | 0.6 | $1.7M | 81k | 20.80 | |
| Blackbaud (BLKB) | 0.5 | $1.6M | 27k | 58.86 | |
| Zoominfo Technologies Common Stock (GTM) | 0.5 | $1.6M | 52k | 30.11 | |
| Alteryx Com Cl A | 0.5 | $1.5M | 29k | 50.67 | |
| Despegar Com Corp Ord Shs | 0.5 | $1.5M | 288k | 5.13 | |
| Xometry Class A Com (XMTR) | 0.5 | $1.5M | 46k | 32.23 | |
| Teradyne (TER) | 0.5 | $1.4M | 16k | 87.35 | |
| Okta Cl A (OKTA) | 0.5 | $1.4M | 20k | 68.33 | |
| Gentex Corporation (GNTX) | 0.5 | $1.4M | 50k | 27.27 | |
| Varonis Sys (VRNS) | 0.5 | $1.3M | 56k | 23.94 | |
| General Electric Com New (GE) | 0.4 | $1.3M | 16k | 83.79 | |
| Analog Devices (ADI) | 0.4 | $1.3M | 7.8k | 164.03 | |
| Qorvo (QRVO) | 0.4 | $1.3M | 14k | 90.64 | |
| Bwx Technologies (BWXT) | 0.4 | $1.1M | 20k | 58.08 | |
| Skyworks Solutions (SWKS) | 0.4 | $1.1M | 12k | 91.13 | |
| Clarivate Ord Shs (CLVT) | 0.3 | $867k | 104k | 8.34 | |
| Azul S A Sponsr Adr Pfd (AZULQ) | 0.2 | $747k | 122k | 6.11 | |
| Snap Cl A (SNAP) | 0.2 | $644k | 72k | 8.95 | |
| Paymentus Holdings Com Cl A (PAY) | 0.2 | $608k | 76k | 8.01 | |
| Freshworks Class A Com (FRSH) | 0.1 | $441k | 30k | 14.71 | |
| Neogames S A SHS | 0.1 | $349k | 29k | 12.19 | |
| Rapid7 (RPD) | 0.1 | $328k | 9.6k | 33.98 |
