Nishkama Capital, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$299.7B
Holdings
46
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLEXFLEX LTD | 2,472,231 | $52K | 0.00% | Call |
| 2 | FIVNFIVE9 INC | 655,349 | $44K | 0.00% | |
| 3 | MDBMONGODB INC | 181,161 | $35K | 0.00% | |
| 4 | NFLXNETFLIX INC | 67,931 | $20K | 0.00% | |
| 5 | GTLBGITLAB INC | 372,228 | $16K | 0.00% | |
| 6 | AESAES CORP | 479,881 | $13K | 0.00% | |
| 7 | BLBLACKLINE INC | 186,032 | $12K | 0.00% | |
| 8 | ENQENTEGRIS INC | 177,331 | $11K | 0.00% | |
| 9 | 0C3ENDEAVOR GROUP HLDGS INC | 391,528 | $8K | 0.00% | |
| 10 | METAMETA PLATFORMS INC | 57,309 | $6K | 0.00% | |
| 11 | MRVLMARVELL TECHNOLOGY INC | 174,765 | $6K | 0.00% | |
| 12 | CSGPCOSTAR GROUP INC | 74,005 | $5K | 0.00% | |
| 13 | NVDANVIDIA CORPORATION | 38,500 | $5K | 0.00% | |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 57,087 | $4K | 0.00% | |
| 15 | SPOTSPOTIFY TECHNOLOGY S A | 59,902 | $4K | 0.00% | |
| 16 | RDFNREDFIN CORP | 858,043 | $3K | 0.00% | |
| 17 | EGHT8X8 INC NEW | 798,864 | $3K | 0.00% | |
| 18 | AMATAPPLIED MATLS INC | 28,569 | $2K | 0.00% | |
| 19 | MSFTMICROSOFT CORP | 12,473 | $2K | 0.00% | |
| 20 | PDDPINDUODUO INC | 35,000 | $2K | 0.00% | |
| 21 | SMARGBPSMARTSHEET INC | 71,329 | $2K | 0.00% | |
| 22 | TERTERADYNE INC | 16,000 | $1K | 0.00% | |
| 23 | XMTRXOMETRY INC | 45,474 | $1K | 0.00% | |
| 24 | DESPDESPEGAR COM CORP | 287,988 | $1K | 0.00% | |
| 25 | CNSLEURCONSOLIDATED COMM HLDGS INC | 546,157 | $1K | 0.00% | |
| 26 | AYXEURALTERYX INC | 29,200 | $1K | 0.00% | |
| 27 | QRVOQORVO INC | 13,822 | $1K | 0.00% | |
| 28 | GEGENERAL ELECTRIC CO | 15,487 | $1K | 0.00% | |
| 29 | BLKBBLACKBAUD INC | 27,287 | $1K | 0.00% | |
| 30 | BNEDBARNES & NOBLE ED INC | 1,080,999 | $1K | 0.00% | |
| 31 | GTMZOOMINFO TECHNOLOGIES INC | 51,496 | $1K | 0.00% | |
| 32 | FTDRFRONTDOOR INC | 80,977 | $1K | 0.00% | |
| 33 | AWMSKYWORKS SOLUTIONS INC | 12,350 | $1K | 0.00% | |
| 34 | OKTAOKTA INC | 20,000 | $1K | 0.00% | |
| 35 | VRNSVARONIS SYS INC | 56,387 | $1K | 0.00% | |
| 36 | VODVODAFONE GROUP PLC NEW | 187,166 | $1K | 0.00% | |
| 37 | GNTXGENTEX CORP | 49,917 | $1K | 0.00% | |
| 38 | BWXTBWX TECHNOLOGIES INC | 19,472 | $1K | 0.00% | |
| 39 | ADIANALOG DEVICES INC | 7,818 | $1K | 0.00% | |
| 40 | SNAPSNAP INC | 72,000 | $0 | 0.00% | |
| 41 | PAYPAYMENTUS HOLDINGS INC | 75,929 | $0 | 0.00% | |
| 42 | CLVTCLARIVATE PLC | 104,000 | $0 | 0.00% | |
| 43 | FRSHFRESHWORKS INC | 29,966 | $0 | 0.00% | |
| 44 | —NEOGAMES S A | 28,608 | $0 | 0.00% | |
| 45 | RPDRAPID7 INC | 9,641 | $0 | 0.00% | |
| 46 | AZULQAZUL S A | 122,290 | $0 | 0.00% |