Nishkama Capital, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$299.7T
Holdings
46
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLEXFLEX LTD | 2,472,231 | $53.1T | 17.70% | Call |
| 2 | FIVNFIVE9 INC | 655,349 | $44.5T | 14.84% | |
| 3 | MDBMONGODB INC | 181,161 | $35.7T | 11.90% | |
| 4 | NFLXNETFLIX INC | 67,931 | $20.0T | 6.68% | |
| 5 | GTLBGITLAB INC | 372,228 | $16.9T | 5.64% | |
| 6 | AESAES CORP | 479,881 | $13.8T | 4.61% | |
| 7 | BLBLACKLINE INC | 186,032 | $12.5T | 4.18% | |
| 8 | ENQENTEGRIS INC | 177,331 | $11.6T | 3.88% | |
| 9 | 0C3ENDEAVOR GROUP HLDGS INC | 391,528 | $8.8T | 2.94% | |
| 10 | METAMETA PLATFORMS INC | 57,309 | $6.9T | 2.30% | |
| 11 | MRVLMARVELL TECHNOLOGY INC | 174,765 | $6.5T | 2.16% | |
| 12 | CSGPCOSTAR GROUP INC | 74,005 | $5.7T | 1.91% | |
| 13 | NVDANVIDIA CORPORATION | 38,500 | $5.6T | 1.88% | |
| 14 | SPOTSPOTIFY TECHNOLOGY S A | 59,902 | $4.7T | 1.58% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 57,087 | $4.3T | 1.42% | |
| 16 | RDFNREDFIN CORP | 858,043 | $3.6T | 1.21% | |
| 17 | EGHT8X8 INC NEW | 798,864 | $3.5T | 1.15% | |
| 18 | MSFTMICROSOFT CORP | 12,473 | $3.0T | 1.00% | |
| 19 | PDDPINDUODUO INC | 35,000 | $2.9T | 0.95% | |
| 20 | SMARGBPSMARTSHEET INC | 71,329 | $2.8T | 0.94% | |
| 21 | AMATAPPLIED MATLS INC | 28,569 | $2.8T | 0.93% | |
| 22 | CNSLEURCONSOLIDATED COMM HLDGS INC | 546,157 | $2.0T | 0.65% | |
| 23 | VODVODAFONE GROUP PLC NEW | 187,166 | $1.9T | 0.63% | |
| 24 | BNEDBARNES & NOBLE ED INC | 1,080,999 | $1.9T | 0.63% | |
| 25 | FTDRFRONTDOOR INC | 80,977 | $1.7T | 0.56% | |
| 26 | BLKBBLACKBAUD INC | 27,287 | $1.6T | 0.54% | |
| 27 | GTMZOOMINFO TECHNOLOGIES INC | 51,496 | $1.6T | 0.52% | |
| 28 | AYXEURALTERYX INC | 29,200 | $1.5T | 0.49% | |
| 29 | DESPDESPEGAR COM CORP | 287,988 | $1.5T | 0.49% | |
| 30 | XMTRXOMETRY INC | 45,474 | $1.5T | 0.49% | |
| 31 | TERTERADYNE INC | 16,000 | $1.4T | 0.47% | |
| 32 | OKTAOKTA INC | 20,000 | $1.4T | 0.46% | |
| 33 | GNTXGENTEX CORP | 49,917 | $1.4T | 0.45% | |
| 34 | VRNSVARONIS SYS INC | 56,387 | $1.3T | 0.45% | |
| 35 | GEGENERAL ELECTRIC CO | 15,487 | $1.3T | 0.43% | |
| 36 | ADIANALOG DEVICES INC | 7,818 | $1.3T | 0.43% | |
| 37 | QRVOQORVO INC | 13,822 | $1.3T | 0.42% | |
| 38 | BWXTBWX TECHNOLOGIES INC | 19,472 | $1.1T | 0.38% | |
| 39 | AWMSKYWORKS SOLUTIONS INC | 12,350 | $1.1T | 0.38% | |
| 40 | CLVTCLARIVATE PLC | 104,000 | $867.4B | 0.29% | |
| 41 | AZULQAZUL S A | 122,290 | $747.2B | 0.25% | |
| 42 | SNAPSNAP INC | 72,000 | $644.4B | 0.22% | |
| 43 | PAYPAYMENTUS HOLDINGS INC | 75,929 | $608.2B | 0.20% | |
| 44 | FRSHFRESHWORKS INC | 29,966 | $440.8B | 0.15% | |
| 45 | —NEOGAMES S A | 28,608 | $348.7B | 0.12% | |
| 46 | RPDRAPID7 INC | 9,641 | $327.6B | 0.11% |