Nishkama Capital, LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$352.4B
Holdings
26
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLEXFLEX LTD | 5,104,516 | $94.7B | 26.87% | Call |
| 2 | DAYCERIDIAN HCM HLDG INC | 600,295 | $41.0B | 11.64% | |
| 3 | FOURSHIFT4 PMTS INC | 525,451 | $32.5B | 9.23% | |
| 4 | SMTCSEMTECH CORP | 459,470 | $31.9B | 9.04% | |
| 5 | CLSEURCELESTICA INC | 1,695,786 | $20.2B | 5.73% | |
| 6 | MSFTMICROSOFT CORP | 56,119 | $17.3B | 4.91% | |
| 7 | SMARGBPSMARTSHEET INC | 282,925 | $15.5B | 4.40% | |
| 8 | GTLBGITLAB INC | 267,136 | $14.5B | 4.13% | |
| 9 | OUTOUTFRONT MEDIA INC | 412,177 | $11.7B | 3.33% | |
| 10 | TWTRUSDTWITTER INC | 273,484 | $10.6B | 3.00% | |
| 11 | GTMZOOMINFO TECHNOLOGIES INC | 135,167 | $8.1B | 2.29% | |
| 12 | —LIMELIGHT NETWORKS INC | 1,540,000 | $8.0B | 2.28% | |
| 13 | DESPDESPEGAR COM CORP | 575,881 | $7.0B | 1.99% | |
| 14 | TRIPTRIPADVISOR INC | 198,269 | $5.4B | 1.53% | |
| 15 | COUPEURCOUPA SOFTWARE INC | 52,494 | $5.3B | 1.51% | |
| 16 | APPSDIGITAL TURBINE INC | 121,470 | $5.3B | 1.51% | |
| 17 | SPYSPDR S&P 500 ETF TR | 10,400 | $4.7B | 1.33% | Put |
| 18 | IWMISHARES TR | 17,200 | $3.5B | 1.00% | Put |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 30,107 | $3.1B | 0.89% | |
| 20 | BNEDBARNES & NOBLE ED INC | 794,903 | $2.8B | 0.81% | |
| 21 | GEGENERAL ELECTRIC CO | 28,000 | $2.6B | 0.73% | |
| 22 | PLBYPLBY GROUP INC | 190,137 | $2.5B | 0.71% | |
| 23 | HWMHOWMET AEROSPACE INC | 36,424 | $1.3B | 0.37% | |
| 24 | SNOWSNOWFLAKE INC | 5,400 | $1.2B | 0.35% | |
| 25 | CFLTCONFLUENT INC | 29,773 | $1.2B | 0.35% | |
| 26 | PTONPELOTON INTERACTIVE INC | 9,032 | $239.0M | 0.07% |