Nishkama Capital, LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$77.9B
Holdings
27
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VYXNCR CORP NEW | 884,659 | $20.4B | 26.20% | |
| 2 | LOGMEURLOGMEIN INC | 135,600 | $11.1B | 14.19% | |
| 3 | —PLURALSIGHT INC | 312,664 | $7.4B | 9.45% | |
| 4 | SMARGBPSMARTSHEET INC | 238,562 | $5.9B | 7.61% | |
| 5 | BABOEING CO | 10,000 | $3.2B | 4.14% | Call |
| 6 | FIVNFIVE9 INC | 70,139 | $3.1B | 3.93% | |
| 7 | ATDALLEGHENY TECHNOLOGIES INC | 139,701 | $3.0B | 3.90% | |
| 8 | —HOUGHTON MIFFLIN HARCOURT CO | 311,846 | $2.8B | 3.54% | |
| 9 | RUBIEURRUBICON PROJ INC | 701,343 | $2.6B | 3.36% | |
| 10 | XOPUSDSPDR SERIES TRUST | 98,000 | $2.6B | 3.34% | Call |
| 11 | —BOTTOMLINE TECH DEL INC | 49,688 | $2.4B | 3.06% | Call |
| 12 | WWDWOODWARD INC | 30,000 | $2.2B | 2.86% | |
| 13 | BACVERIZON COMMUNICATIONS INC | 24,000 | $1.3B | 1.73% | |
| 14 | EQIXEQUINIX INC | 3,764 | $1.3B | 1.70% | |
| 15 | JBLJABIL INC | 50,842 | $1.3B | 1.62% | |
| 16 | DOMODOMO INC | 63,500 | $1.2B | 1.60% | |
| 17 | FLEXFLEX LTD | 140,600 | $1.1B | 1.37% | Call |
| 18 | XLESELECT SECTOR SPDR TR | 15,000 | $860.0M | 1.10% | Call |
| 19 | —PARETEUM CORP | 435,553 | $736.0M | 0.94% | |
| 20 | RUNSUNRUN INC | 50,000 | $545.0M | 0.70% | |
| 21 | JDJD COM INC | 26,000 | $544.0M | 0.70% | |
| 22 | RPDRAPID7 INC | 16,000 | $499.0M | 0.64% | |
| 23 | BABAALIBABA GROUP HLDG LTD | 3,600 | $493.0M | 0.63% | |
| 24 | TEAMATLASSIAN CORP PLC | 5,238 | $466.0M | 0.60% | |
| 25 | —UXIN LTD | 90,000 | $437.0M | 0.56% | |
| 26 | MRVLMARVELL TECHNOLOGY GROUP LTD | 24,000 | $389.0M | 0.50% | |
| 27 | —IPASS INC | 14,024 | $26.0M | 0.03% |