Nishkama Capital, LLC
Nishkama Capital, LLC reported 61 holdings worth US$3.25B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Nishkama Capital, LLC reported 61 holdings worth US$3.25B as of Jun 30, 2026. Largest: Equinix, Inc., Advanced Micro Devices Inc and Verisign, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$3.25B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Equinix, Inc. | 109K | US$113M | 3.5% |
| Advanced Micro Devices Inc | 160K | US$92.9M | 2.9% |
| Verisign, Inc. | 218K | US$54.9M | 1.7% |
| Intel Corporation | 303K | US$42.3M | 1.3% |
| Stmicroelectronics Nv | 528K | US$39.5M | 1.2% |
| Applied Materials, Inc. | 54,033 | US$39.1M | 1.2% |
| Liberty Media Corporation - Series A Liberty Formula One | 316K | US$30M | 0.93% |
| Asml Holding Nv | 12,915 | US$25.7M | 0.79% |
| Williams Companies, Inc. (the) | 345K | US$25.7M | 0.79% |
| Sandisk Corporation | 11,181 | US$25.4M | 0.78% |
| Lam Research Corporation | 52,980 | US$23M | 0.71% |
| Freeport-mcmoran, Inc. | 337K | US$21.2M | 0.65% |
| Entegris, Inc. | 116K | US$20.9M | 0.64% |
| Borgwarner Inc. | 305K | US$20.2M | 0.62% |
| Reddit, Inc. | 116K | US$20.1M | 0.62% |
| Western Digital Corporation | 31,293 | US$20M | 0.62% |
| Ttm Technologies, Inc. | 106K | US$19.8M | 0.61% |
| Veeco Instruments Inc. | 248K | US$18.8M | 0.58% |
| Eqt Corporation | 349K | US$18.5M | 0.57% |
| Mongodb, Inc. | 49,549 | US$16.6M | 0.51% |
| Applovin Corporation | 29,171 | US$15M | 0.46% |
| Nokia Oyj | 1.04M | US$13.8M | 0.43% |
| Shoals Technologies Group, Inc. | 1.28M | US$12.7M | 0.39% |
| Twilio Inc. | 59,422 | US$12.3M | 0.38% |
| Core Scientific, Inc. | 470K | US$12M | 0.37% |
| Cdw Corporation | 70,309 | US$9.89M | 0.30% |
| Okta, Inc. | 71,405 | US$9.74M | 0.30% |
| Gds Holdings Ltd. | 266K | US$7.99M | 0.25% |
| Bitdeer Technologies Group | 477K | US$7.57M | 0.23% |
| United Airlines Holdings, Inc. | 53,200 | US$7.23M | 0.22% |
| Mks Inc. | 8,600 | US$3.83M | 0.12% |
| A2z Cust2mate Solutions Corp. | 517K | US$3.01M | 0.09% |
| Wayfair Inc. | 0 | US$0 | 0.00% |
| Zoom Communications, Inc. | 0 | US$0 | 0.00% |
| Akamai Technologies, Inc. | 0 | US$0 | 0.00% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| Array Technologies, Inc. | 0 | US$0 | 0.00% |
| Bloom Energy Corporation | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
| Coupang, Inc. | 0 | US$0 | 0.00% |
| Figure Technology Solutions, Inc. | 0 | US$0 | 0.00% |
| Grab Holdings Limited | 0 | US$0 | 0.00% |
| Imax Corporation | 0 | US$0 | 0.00% |
| Nu Holdings Ltd. | 0 | US$0 | 0.00% |
| Rocket Companies, Inc. | 0 | US$0 | 0.00% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 0 | US$0 | 0.00% |
| Texas Instruments Incorporated | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
| Warby Parker Inc. | 0 | US$0 | 0.00% |
Source
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