Nishkama Capital, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$519.2B

Holdings

68

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (68 positions)

#StockSharesValue% PortfolioType
1
IWMISHARES TR
285,000$57K0.00%Put
2
AKAMAKAMAI TECHNOLOGIES INC
400,900$47K0.00%
3
AMZNAMAZON COM INC
222,899$33K0.00%
4
FLEXFLEX LTD
1,010,097$30K0.00%
5
INTCINTEL CORP
520,690$26K0.00%Call
6
XLISELECT SECTOR SPDR TR
220,000$25K0.00%Put
7
PINSPINTEREST INC
680,083$25K0.00%
8
CFLTCONFLUENT INC
966,589$22K0.00%
9
SPOTSPOTIFY TECHNOLOGY S A
110,823$20K0.00%
10
ETSYETSY INC
183,301$14K0.00%
11
WMGWARNER MUSIC GROUP CORP
335,403$12K0.00%
12
HDHOME DEPOT INC
32,200$11K0.00%Put
13
HASHASBRO INC
224,696$11K0.00%
14
TEAMATLASSIAN CORPORATION
42,900$10K0.00%Put
15
EVBGEUREVERBRIDGE INC
412,148$10K0.00%
16
NDQINVESCO QQQ TR
21,000$8K0.00%Put
17
TRIPTRIPADVISOR INC
325,164$7K0.00%
18
NVDANVIDIA CORPORATION
15,601$7K0.00%
19
SPYSPDR S&P 500 ETF TR
16,000$7K0.00%Put
20
PTCPTC INC
31,935$5K0.00%
21
ZMZOOM VIDEO COMMUNICATIONS IN
79,466$5K0.00%
22
SPTSPROUT SOCIAL INC
92,101$5K0.00%
23
WDAYWORKDAY INC
21,575$5K0.00%
24
OUTOUTFRONT MEDIA INC
402,883$5K0.00%
25
SNOWSNOWFLAKE INC
21,000$4K0.00%
26
WWAYFAIR INC
56,245$3K0.00%
27
MTCHMATCH GROUP INC NEW
98,092$3K0.00%
28
ESTCELASTIC N V
31,809$3K0.00%
29
RBLXROBLOX CORP
78,385$3K0.00%
30
BABAALIBABA GROUP HLDG LTD
49,130$3K0.00%
31
NOWSERVICENOW INC
4,500$3K0.00%Put
32
WEAVWEAVE COMMUNICATIONS INC
341,450$3K0.00%
33
RNGRINGCENTRAL INC
105,029$3K0.00%
34
NVTSNAVITAS SEMICONDUCTOR CORP
403,055$3K0.00%
35
APPSDIGITAL TURBINE INC
552,106$3K0.00%
36
WDCWESTERN DIGITAL CORP.
72,821$3K0.00%
37
CARTMAPLEBEAR INC
106,606$2K0.00%
38
FNDFLOOR & DECOR HLDGS INC
24,000$2K0.00%
39
DPZDOMINOS PIZZA INC
6,200$2K0.00%
40
PCTPURECYCLE TECHNOLOGIES INC
819,633$2K0.00%Call
41
PRIMPRIMORIS SVCS CORP
68,810$2K0.00%
42
SMTCSEMTECH CORP
132,534$2K0.00%
43
FRSHFRESHWORKS INC
113,278$2K0.00%
44
DDOGDATADOG INC
16,774$2K0.00%
45
8CWCROWN CASTLE INC
23,149$2K0.00%
46
DISDISNEY WALT CO
22,725$2K0.00%
47
RUNSUNRUN INC
134,161$2K0.00%
48
PCORPROCORE TECHNOLOGIES INC
30,939$2K0.00%
49
SBACSBA COMMUNICATIONS CORP NEW
10,646$2K0.00%
50
LYFTLYFT INC
175,886$2K0.00%
51
PDFSPDF SOLUTIONS INC
57,714$1K0.00%
52
ZGZILLOW GROUP INC
31,800$1K0.00%
53
ALRMALARM COM HLDGS INC
16,331$1K0.00%
54
CVNACARVANA CO
27,210$1K0.00%
55
CLVTRIP COM GROUP LTD
45,000$1K0.00%
56
ENVXENOVIX CORPORATION
151,771$1K0.00%
57
XRTSPDR SER TR
22,200$1K0.00%Put
58
SESEA LTD
45,909$1K0.00%
59
GENIGENIUS SPORTS LIMITED
283,661$1K0.00%
60
BIDUNBAIDU INC
12,000$1K0.00%
61
ACVAACV AUCTIONS INC
99,346$1K0.00%
62
PANWPALO ALTO NETWORKS INC
3,600$1K0.00%Put
63
ADBEADOBE INC
1,600$00.00%Put
64
ADTADT INC DEL
23,217$00.00%
65
MMYTMAKEMYTRIP LIMITED MAURITIUS
8,000$00.00%
66
GOGOGOGO INC
34,364$00.00%
67
BNEDBARNES & NOBLE ED INC
233,963$00.00%
68
SMRTSMARTRENT INC
102,276$00.00%