Nishkama Capital, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$306.4B

Holdings

34

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (34 positions)

#StockSharesValue% PortfolioType
1
AKAMAKAMAI TECHNOLOGIES INC
513,071$54K0.00%Call
2
SMTCSEMTECH CORP
828,325$21K0.00%
3
DPZDOMINOS PIZZA INC
51,686$19K0.00%
4
WMGWARNER MUSIC GROUP CORP
611,107$19K0.00%
5
MUMICRON TECHNOLOGY INC
267,669$18K0.00%
6
PINSPINTEREST INC
655,830$17K0.00%
7
AYXEURALTERYX INC
472,162$17K0.00%
8
CLSEURCELESTICA INC
571,564$14K0.00%
9
SPOTSPOTIFY TECHNOLOGY S A
89,761$13K0.00%
10
WDCWESTERN DIGITAL CORP.
275,135$12K0.00%
11
ONTOONTO INNOVATION INC
87,517$11K0.00%
12
PRIMPRIMORIS SVCS CORP
321,830$10K0.00%
13
LRCXEURLAM RESEARCH CORP
16,873$10K0.00%
14
DDOGDATADOG INC
99,000$9K0.00%
15
FIVNFIVE9 INC
134,053$8K0.00%
16
FLEXFLEX LTD
206,213$5K0.00%
17
SSYSSTRATASYS LTD
374,641$5K0.00%
18
ESTCELASTIC N V
64,463$5K0.00%
19
HCPHASHICORP INC
214,582$4K0.00%
20
HASHASBRO INC
53,455$3K0.00%
21
SNOWSNOWFLAKE INC
23,000$3K0.00%
22
APPSDIGITAL TURBINE INC
543,990$3K0.00%
23
STXSEAGATE TECHNOLOGY HLDNGS PL
37,500$2K0.00%
24
FNFABRINET
14,644$2K0.00%
25
JBLJABIL INC
13,319$1K0.00%
26
GENIGENIUS SPORTS LIMITED
270,066$1K0.00%
27
PDDPDD HOLDINGS INC
19,374$1K0.00%
28
LITELUMENTUM HLDGS INC
32,644$1K0.00%
29
LYFTLYFT INC
153,608$1K0.00%
30
PCTPURECYCLE TECHNOLOGIES INC
282,753$1K0.00%
31
FTCHQFARFETCH LTD
370,400$00.00%Call
32
FLWS1 800 FLOWERS COM INC
50,383$00.00%
33
BNEDBARNES & NOBLE ED INC
286,465$00.00%
34
BILLBILL HOLDINGS INC
3,007$00.00%