Nishkama Capital, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$224.2B
Holdings
24
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLEXFLEX LTD | 3,918,410 | $65.3B | 29.11% | |
| 2 | ESTCELASTIC N V | 539,746 | $38.7B | 17.27% | |
| 3 | CSGPCOSTAR GROUP INC | 204,590 | $14.3B | 6.35% | |
| 4 | TWLOTWILIO INC | 197,885 | $13.7B | 6.10% | |
| 5 | DAYCERIDIAN HCM HLDG INC | 240,710 | $13.5B | 6.00% | |
| 6 | URNMSPROTT FDS TR | 182,765 | $11.9B | 5.30% | |
| 7 | MSFTMICROSOFT CORP | 49,100 | $11.4B | 5.10% | |
| 8 | AESAES CORP | 472,700 | $10.7B | 4.76% | |
| 9 | GTLBGITLAB INC | 184,153 | $9.4B | 4.21% | |
| 10 | NFLXNETFLIX INC | 32,580 | $7.7B | 3.42% | |
| 11 | DESPDESPEGAR COM CORP | 721,893 | $4.1B | 1.84% | |
| 12 | DBRGDIGITALBRIDGE GROUP INC | 285,574 | $3.6B | 1.59% | |
| 13 | —EDGIO INC | 978,170 | $2.7B | 1.21% | |
| 14 | BNEDBARNES & NOBLE ED INC | 1,096,452 | $2.6B | 1.17% | |
| 15 | PINSPINTEREST INC | 106,882 | $2.5B | 1.11% | |
| 16 | VVISA INC | 14,000 | $2.5B | 1.11% | |
| 17 | CNSLEURCONSOLIDATED COMM HLDGS INC | 536,559 | $2.2B | 1.00% | |
| 18 | PAYPAYMENTUS HOLDINGS INC | 155,432 | $1.5B | 0.67% | |
| 19 | RENTRENT THE RUNWAY INC | 646,851 | $1.4B | 0.63% | |
| 20 | PTONPELOTON INTERACTIVE INC | 191,634 | $1.3B | 0.59% | |
| 21 | RADIGUSDRADIUS GLOBAL INFRASTRCTRE I | 136,086 | $1.3B | 0.57% | |
| 22 | PCTPURECYCLE TECHNOLOGIES INC | 139,775 | $1.1B | 0.50% | |
| 23 | PLTRPALANTIR TECHNOLOGIES INC | 86,498 | $703.0M | 0.31% | |
| 24 | FLLFULL HSE RESORTS INC | 22,337 | $126.0M | 0.06% |