Nishkama Capital, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$747.2B

Holdings

43

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (43 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
857,054$111K0.00%Call
2
SPYSPDR S&P 500 ETF TR
200,000$88K0.00%Put
3
SPOTSPOTIFY TECHNOLOGY S A
303,390$48K0.00%Put
4
TSMTAIWAN SEMICONDUCTOR MFG LTD
371,974$37K0.00%
5
DDOGDATADOG INC
372,450$36K0.00%
6
MSFTMICROSOFT CORP
98,846$33K0.00%
7
NVDANVIDIA CORPORATION
75,187$31K0.00%Put
8
MDBMONGODB INC
68,967$27K0.00%Put
9
NFLXNETFLIX INC
64,036$27K0.00%Put
10
NDQINVESCO QQQ TR
68,000$25K0.00%Put
11
SHOPSHOPIFY INC
382,646$24K0.00%Put
12
FLEXFLEX LTD
858,858$23K0.00%
13
FIVNFIVE9 INC
270,928$22K0.00%
14
AKAMAKAMAI TECHNOLOGIES INC
236,876$21K0.00%
15
UBERUBER TECHNOLOGIES INC
499,000$21K0.00%
16
ADBEADOBE SYSTEMS INCORPORATED
34,749$16K0.00%Put
17
FTCHQFARFETCH LTD
2,390,907$14K0.00%
18
AMATAPPLIED MATLS INC
98,230$14K0.00%
19
METAMETA PLATFORMS INC
50,036$13K0.00%Put
20
CLSEURCELESTICA INC
777,250$11K0.00%
21
ENQENTEGRIS INC
92,226$10K0.00%
22
APPSDIGITAL TURBINE INC
1,024,562$9K0.00%Call
23
ARRYARRAY TECHNOLOGIES INC
334,700$7K0.00%
24
JBLJABIL INC
67,291$7K0.00%
25
MUMICRON TECHNOLOGY INC
124,906$7K0.00%
26
ESMTUSDENGAGESMART INC
295,692$5K0.00%
27
XMTRXOMETRY INC
254,605$5K0.00%
28
PRIMPRIMORIS SVCS CORP
173,278$5K0.00%
29
HASHASBRO INC
55,725$3K0.00%
30
BILLBILL HOLDINGS INC
28,904$3K0.00%
31
WHRWHIRLPOOL CORP
25,529$3K0.00%
32
ACVAACV AUCTIONS INC
223,154$3K0.00%
33
PDDPDD HOLDINGS INC
50,637$3K0.00%
34
GENIGENIUS SPORTS LIMITED
542,806$3K0.00%
35
TMETENCENT MUSIC ENTMT GROUP
321,330$2K0.00%
36
PCTPURECYCLE TECHNOLOGIES INC
119,206$1K0.00%
37
STXSEAGATE TECHNOLOGY HLDNGS PL
27,650$1K0.00%
38
PAYPAYMENTUS HOLDINGS INC
135,566$1K0.00%
39
FLWS1 800 FLOWERS COM INC
137,918$1K0.00%
40
CYBRCYBERARK SOFTWARE LTD
11,048$1K0.00%
41
FNFABRINET
7,988$1K0.00%
42
BNEDBARNES & NOBLE ED INC
515,650$00.00%
43
CSSEQCHICKEN SOUP FOR THE SOUL EN
277,528$00.00%