Nishkama Capital, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$69.9B
Holdings
27
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —IHS MARKIT LTD | 186,405 | $11.2B | 16.00% | |
| 2 | VVISA INC | 66,122 | $10.7B | 15.25% | |
| 3 | PINSPINTEREST INC | 596,352 | $9.2B | 13.18% | |
| 4 | UBERUBER TECHNOLOGIES INC | 275,231 | $7.7B | 11.00% | |
| 5 | WDAYWORKDAY INC | 37,300 | $4.9B | 6.95% | |
| 6 | FVRRFIVERR INTL LTD | 165,053 | $4.2B | 5.94% | |
| 7 | FLEXFLEX LTD | 451,845 | $3.8B | 5.42% | |
| 8 | XLESELECT SECTOR SPDR TR | 78,000 | $2.3B | 3.24% | Call |
| 9 | —HOUGHTON MIFFLIN HARCOURT CO | 1,147,232 | $2.2B | 3.09% | |
| 10 | AAPLAPPLE INC | 6,209 | $1.6B | 2.26% | |
| 11 | FLWSFLWS/1-800 FLOWERS | 112,301 | $1.5B | 2.13% | |
| 12 | PGRPROGRESSIVE CORP OHIO | 14,400 | $1.1B | 1.52% | |
| 13 | FNFABRINET | 19,187 | $1.0B | 1.50% | |
| 14 | BKIEURBLACK KNIGHT INC | 16,000 | $929.0M | 1.33% | |
| 15 | CHKPCHECK POINT SOFTWARE TECH LT | 8,861 | $891.0M | 1.27% | |
| 16 | 8CWCROWN CASTLE INTL CORP NEW | 6,000 | $866.0M | 1.24% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 17,245 | $824.0M | 1.18% | |
| 18 | MSFTMICROSOFT CORP | 5,000 | $789.0M | 1.13% | |
| 19 | —NATIONAL GEN HLDGS CORP | 41,922 | $694.0M | 0.99% | |
| 20 | PANWPALO ALTO NETWORKS INC | 4,200 | $689.0M | 0.99% | |
| 21 | AMZNAMAZON COM INC | 350 | $682.0M | 0.98% | |
| 22 | COUPEURCOUPA SOFTWARE INC | 4,209 | $588.0M | 0.84% | |
| 23 | CLSEURCELESTICA INC | 157,023 | $550.0M | 0.79% | |
| 24 | QNSTQUINSTREET INC | 60,500 | $487.0M | 0.70% | |
| 25 | BABOEING CO | 2,000 | $298.0M | 0.43% | |
| 26 | ZSZSCALER INC | 4,100 | $250.0M | 0.36% | |
| 27 | DXCDXC TECHNOLOGY CO | 17,000 | $222.0M | 0.32% | Call |