Nishkama Capital, LLC
Net seller this quarter
$3.25B
34
-$62.7M
16.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 EQIX | $113M | 3.49% | 0.11% | -17.5% | Q4 2018 |
 AMD | $92.9M | 2.86% | 0.01% | +70.8% | Q3 2024 |
 STX | $72.7M | 2.24% | 0.03% | +50.0% | Q2 2023 |
 VRSN | $54.9M | 1.69% | 0.24% | +815.5% | Q1 2026 |
 INTC | $42.3M | 1.30% | 0.01% | Not reported | Q1 2023 |
 STM | $39.5M | 1.22% | 0.06% | -37.1% | Q2 2019 |
 AMAT | $39.1M | 1.20% | 0.01% | -35.6% | Q2 2020 |
 FWONK | $30M | 0.93% | Not reported | +75.1% | Q1 2026 |
 ASML | $25.7M | 0.79% | 0.00% | -45.2% | Q1 2024 |
 WMB | $25.7M | 0.79% | 0.03% | -30.9% | Q3 2025 |
 SNDK | $25.4M | 0.78% | 0.01% | New | Q2 2026 |
 LRCX | $23M | 0.71% | 0.00% | Not reported | Q2 2020 |
 FCX | $21.2M | 0.65% | 0.02% | +102.0% | Q3 2024 |
 ENTG | $20.9M | 0.64% | 0.08% | +3.1% | Q2 2020 |
 BWA | $20.2M | 0.62% | 0.15% | New | Q2 2026 |
 RDDT | $20.1M | 0.62% | Not reported | Not reported | Q3 2024 |
 WDC | $20M | 0.62% | 0.01% | Not reported | Q3 2023 |
 TTMI | $19.8M | 0.61% | 0.10% | New | Q2 2026 |
 VECO | $18.8M | 0.58% | 0.41% | +311.4% | Q2 2019 |
 EQT | $18.5M | 0.57% | 0.06% | -6.4% | Q3 2025 |
 MDB | $16.6M | 0.51% | 0.06% | Not reported | Q3 2020 |
 APP | $15M | 0.46% | 0.01% | Not reported | Q4 2024 |
 NOK | $13.8M | 0.43% | 0.02% | Not reported | Q2 2025 |
 SHLS | $12.7M | 0.39% | Not reported | -35.6% | Q2 2022 |
 TWLO | $12.3M | 0.38% | 0.04% | Not reported | Q2 2021 |
 CORZ | $12M | 0.37% | 0.15% | -27.3% | Q2 2024 |
 BIDU | $10.3M | 0.32% | Not reported | +7.2% | Q2 2019 |
 CDW | $9.89M | 0.30% | 0.06% | New | Q2 2026 |
 OKTA | $9.74M | 0.30% | Not reported | Not reported | Q4 2022 |
 GDS | $7.99M | 0.25% | 0.03% | -46.6% | Q3 2025 |
 BTDR | $7.57M | 0.23% | 0.20% | Not reported | Q2 2024 |
 UAL | $7.23M | 0.22% | 0.02% | New | Q2 2026 |
 MKSI | $3.83M | 0.12% | 0.01% | New | Q2 2026 |
 AZ | $3.01M | 0.09% | 1.18% | +9.0% | Q1 2026 |
| Q1 2026 | |||||
| EQIX | $129M | 8.16% | 0.13% | Not reported | Q4 2018 |
 AMZN | $36.7M | 2.31% | 0.00% | -45.1% | Q4 2019 |
| WMB | $36.3M | 2.29% | 0.04% | +60.3% | Q3 2025 |
| ASML | $31.1M | 1.96% | 0.01% | Not reported | Q1 2024 |
| STM | $29M | 1.83% | 0.09% | Not reported | Q2 2019 |
| AMAT | $28.7M | 1.81% | 0.01% | Not reported | Q2 2020 |
 RKT | $25.5M | 1.61% | Not reported | +183.9% | Q3 2020 |
 TXN | $25M | 1.58% | 0.01% | +128.4% | Q4 2025 |
| EQT | $23.7M | 1.50% | 0.06% | +64.1% | Q3 2025 |
| GDS | $20.1M | 1.27% | 0.05% | -10.6% | Q3 2025 |
| STX | $19.7M | 1.24% | 0.02% | +226.4% | Q2 2023 |
| AMD | $19M | 1.20% | 0.01% | Not reported | Q3 2024 |
 TSM | $18.9M | 1.19% | 0.00% | -39.1% | Q2 2019 |
 FIGR | $18.4M | 1.16% | Not reported | -28.2% | Q3 2025 |
 W | $18.3M | 1.16% | Not reported | Not reported | Q1 2023 |
 COHR | $15.8M | 1.00% | 0.04% | -2.5% | Q1 2024 |
| FWONK | $15.3M | 0.97% | Not reported | New | Q1 2026 |
| ENTG | $13.2M | 0.83% | 0.07% | -64.9% | Q2 2020 |
| SHLS | $13.1M | 0.83% | Not reported | +83.5% | Q2 2022 |
 ZM | $12.7M | 0.80% | Not reported | Not reported | Q4 2023 |
 BE | $12.5M | 0.79% | 0.03% | -61.8% | Q2 2024 |
 TSEM | $12.1M | 0.77% | 0.06% | Not reported | Q4 2024 |
 UBER | $12M | 0.76% | 0.01% | Not reported | Q4 2019 |
 NU | $12M | 0.76% | Not reported | -25.1% | Q3 2025 |
 IMAX | $11.3M | 0.71% | 0.54% | +84.2% | Q1 2024 |
 GRAB | $10.6M | 0.67% | Not reported | +61.7% | Q2 2024 |
| FCX | $9.79M | 0.62% | 0.01% | Not reported | Q3 2024 |
| CORZ | $9.66M | 0.61% | 0.20% | Not reported | Q2 2024 |
| BIDU | $9.34M | 0.59% | Not reported | Not reported | Q2 2019 |
 AKAM | $9.06M | 0.57% | 0.05% | Not reported | Q2 2019 |
 CPNG | $9.04M | 0.57% | Not reported | New | Q1 2026 |
 ARM | $6.35M | 0.40% | 0.00% | New | Q1 2026 |
| VRSN | $5.92M | 0.37% | 0.03% | New | Q1 2026 |
 VNET | $5.62M | 0.35% | 0.70% | Not reported | Q4 2020 |
 WRBY | $5.51M | 0.35% | 0.23% | -45.7% | Q4 2024 |
 PICS | $4.85M | 0.31% | Not reported | New | Q1 2026 |
| AZ | $3.16M | 0.20% | 1.08% | New | Q1 2026 |
 ARRY | $2.19M | 0.14% | 0.20% | Not reported | Q2 2022 |
| VECO | $2.05M | 0.13% | 0.10% | Not reported | Q2 2019 |
| Q4 2025 | |||||
| AMZN | $74.1M | 2.97% | 0.00% | +60.4% | Q4 2019 |
 NVDA | $46M | 1.85% | 0.00% | +58.3% | Q4 2021 |
| FIGR | $30.9M | 1.24% | Not reported | +377.5% | Q3 2025 |
 EPAM | $28.4M | 1.14% | 0.26% | New | Q4 2025 |
| TSM | $27.9M | 1.12% | 0.00% | Not reported | Q2 2019 |
 FISV | $27.7M | 1.11% | 0.08% | New | Q4 2025 |
| ENTG | $27M | 1.08% | 0.21% | +406.1% | Q2 2020 |
| APP | $24.3M | 0.97% | 0.01% | -41.5% | Q4 2024 |
 BABA | $22.6M | 0.90% | 0.00% | +88.7% | Q4 2018 |
 FSLR | $21.7M | 0.87% | 0.08% | +65.5% | Q3 2021 |
 UPST | $21.3M | 0.85% | 0.50% | Not reported | Q2 2025 |
| BE | $21.1M | 0.84% | 0.10% | -75.0% | Q2 2024 |
| GDS | $19.5M | 0.78% | 0.06% | -23.1% | Q3 2025 |
| WMB | $18.7M | 0.75% | 0.03% | +224.8% | Q3 2025 |
| NU | $18.6M | 0.75% | Not reported | +204.4% | Q3 2025 |
 Z | $18.2M | 0.73% | Not reported | +0.3% | Q2 2019 |
 CVNA | $16.8M | 0.67% | Not reported | -54.9% | Q4 2023 |
 NFLX | $15.3M | 0.61% | 0.00% | Not reported | Q2 2021 |
 SE | $13.3M | 0.53% | 0.06% | Not reported | Q1 2019 |
| COHR | $12.5M | 0.50% | 0.04% | Not reported | Q1 2024 |
 XYZ | $12.2M | 0.49% | Not reported | Not reported | Q4 2024 |
| RKT | $12.2M | 0.49% | Not reported | -34.4% | Q3 2020 |
| EQT | $12.2M | 0.49% | 0.04% | +22.2% | Q3 2025 |
| RDDT | $12.1M | 0.49% | Not reported | -17.6% | Q3 2024 |
 SHOP | $12M | 0.48% | 0.02% | Not reported | Q2 2023 |
 U | $12M | 0.48% | 0.06% | -39.5% | Q1 2025 |
 WULF | $11.7M | 0.47% | 0.24% | -11.2% | Q2 2024 |
| WRBY | $10.5M | 0.42% | 0.43% | +351.6% | Q4 2024 |
| TXN | $9.78M | 0.39% | 0.01% | New | Q4 2025 |
 HUT | $9.45M | 0.38% | 0.19% | -74.6% | Q2 2024 |
 MU | $9.3M | 0.37% | 0.00% | Not reported | Q1 2019 |
| SHLS | $9.24M | 0.37% | Not reported | Not reported | Q2 2022 |
 LBRT | $9.14M | 0.37% | Not reported | New | Q4 2025 |
| TWLO | $9.12M | 0.37% | 0.04% | Not reported | Q2 2021 |
| GRAB | $8.9M | 0.36% | Not reported | Not reported | Q2 2024 |
 TIC | $8.45M | 0.34% | 0.38% | +95.1% | Q3 2025 |
 UWMC | $7.45M | 0.30% | 1.65% | +24.9% | Q1 2024 |
 CRM | $7.09M | 0.28% | 0.00% | Not reported | Q2 2022 |
 CLS | $6.32M | 0.25% | 0.02% | -13.3% | Q4 2019 |
 FND | $6.12M | 0.25% | 0.09% | +47.0% | Q4 2023 |
 NXT | $5.96M | 0.24% | 0.05% | Not reported | Q1 2023 |
 ENVX | $5.96M | 0.24% | 0.38% | +171.8% | Q4 2023 |
| IMAX | $5.96M | 0.24% | 0.30% | +28.0% | Q1 2024 |
 GLOB | $5.83M | 0.23% | 0.20% | New | Q4 2025 |
| STX | $4.24M | 0.17% | 0.01% | Not reported | Q2 2023 |
 CCOI | $3.87M | 0.16% | 0.36% | +70.0% | Q3 2025 |
 ICHR | $3.05M | 0.12% | 0.48% | New | Q4 2025 |
 DTM | $3.01M | 0.12% | 0.02% | New | Q4 2025 |
 FOUR | $804K | 0.03% | 0.02% | Not reported | Q4 2020 |
| Q3 2025 | |||||
| BE | $81.9M | 1.95% | 0.41% | +384.0% | Q2 2024 |
 AAPL | $68.1M | 1.62% | 0.00% | Not reported | Q1 2020 |
 HPE | $54.8M | 1.30% | 0.17% | Not reported | Q1 2024 |
| APP | $44.3M | 1.05% | 0.02% | +22.2% | Q4 2024 |
| AMZN | $43.9M | 1.05% | 0.00% | +127.8% | Q4 2019 |
 MSFT | $39.9M | 0.95% | 0.00% | +0.1% | Q1 2019 |
| CVNA | $33.3M | 0.79% | Not reported | +61.7% | Q4 2023 |
 RBLX | $31.6M | 0.75% | 0.03% | Not reported | Q4 2023 |
 DUOL | $31.5M | 0.75% | 0.59% | New | Q3 2025 |
 MCD | $30M | 0.71% | 0.01% | Not reported | Q3 2024 |
 WIX | $29.1M | 0.69% | 0.29% | New | Q3 2025 |
| NVDA | $29.1M | 0.69% | 0.00% | -35.4% | Q4 2021 |
| HUT | $28.1M | 0.67% | 0.76% | Not reported | Q2 2024 |
 SPOT | $28.1M | 0.67% | 0.02% | Not reported | Q4 2022 |
| GDS | $28M | 0.67% | 0.08% | New | Q3 2025 |
 CEG | $22.6M | 0.54% | 0.02% | +42.9% | Q3 2024 |
| Z | $20.5M | 0.49% | Not reported | Not reported | Q2 2019 |
 CELH | $19.7M | 0.47% | 0.13% | -55.8% | Q2 2025 |
| MDB | $18.9M | 0.45% | 0.08% | Not reported | Q3 2020 |
| RKT | $18.6M | 0.44% | Not reported | +3281.5% | Q3 2020 |
| U | $17.9M | 0.43% | 0.10% | -40.4% | Q1 2025 |
 SNOW | $17.5M | 0.42% | 0.02% | Not reported | Q1 2022 |
 CHWY | $17.5M | 0.42% | 432577.00% | -0.7% | Q1 2024 |
 VST | $17.4M | 0.42% | 0.03% | -63.7% | Q1 2024 |
 ESTC | $15.1M | 0.36% | 0.17% | +16.1% | Q2 2021 |
| RDDT | $14.7M | 0.35% | Not reported | -80.0% | Q3 2024 |
| BABA | $14.6M | 0.35% | 0.00% | Not reported | Q4 2018 |
 DT | $14.5M | 0.34% | 0.10% | Not reported | Q2 2024 |
 KMI | $13.1M | 0.31% | 0.02% | Not reported | Q3 2024 |
| WULF | $13.1M | 0.31% | 0.26% | Not reported | Q2 2024 |
 GOOGL | $12.9M | 0.31% | 0.00% | Not reported | Q1 2019 |
| CFLT | $11.9M | 0.28% | 0.55% | Not reported | Q1 2022 |
 NEE | $11.8M | 0.28% | 0.01% | Not reported | Q2 2024 |
 ETR | $11.7M | 0.28% | 0.03% | Not reported | Q1 2025 |
| FSLR | $11.1M | 0.26% | 0.05% | Not reported | Q3 2021 |
 ETSY | $10.4M | 0.25% | 0.16% | Not reported | Q4 2023 |
| EQT | $10.1M | 0.24% | 0.03% | New | Q3 2025 |
 BEKE | $9.29M | 0.22% | Not reported | -3.0% | Q3 2024 |
 PDD | $8.88M | 0.21% | 0.00% | Not reported | Q4 2022 |
 SONY | $8.66M | 0.21% | 0.00% | New | Q3 2025 |
| UWMC | $8.29M | 0.20% | 1.32% | Not reported | Q1 2024 |
 META | $7.86M | 0.19% | Not reported | -21.2% | Q2 2019 |
 CART | $7.3M | 0.17% | 0.07% | -43.1% | Q4 2023 |
 HOOD | $6.21M | 0.15% | 0.02% | -78.5% | Q2 2025 |
| CLS | $6.07M | 0.14% | 0.02% | Not reported | Q4 2019 |
| WMB | $6.07M | 0.14% | 0.01% | New | Q3 2025 |
 OLED | $6.06M | 0.14% | 0.09% | New | Q3 2025 |
| AMAT | $6.02M | 0.14% | 0.00% | Not reported | Q2 2020 |
 PRIM | $5.96M | 0.14% | 0.08% | -79.7% | Q1 2023 |
 AES | $5.92M | 0.14% | 0.06% | Not reported | Q3 2022 |