EdgeMarket › What Nishkama Capital, Llc reported owning
What Nishkama Capital, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
52Quarter
2026-03-31Shown below
39largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| EQIX EQUINIX INC | 129.3M | 8.2% | 131.9K | 1,065.39 | +37.2% |
| AMZN AMAZON COM INC | 36.7M | 2.3% | 176.1K | 258.63 | +15.6% |
| WMB WILLIAMS COMPANIES, INC. | 36.3M | 2.3% | 499.1K | 70.49 | +23.2% |
| ASML ASML HOLDING NV | 31.1M | 2.0% | 23.6K | 1,763.76 | +135.3% |
| STM STMicroelectronics N.V. | 29.0M | 1.8% | 838.7K | 50.56 | +94.5% |
| AMAT APPLIED MATERIALS INC /DE | 28.7M | 1.8% | 83.9K | 492.32 | +205.9% |
| RKT Rocket Companies, Inc. | 25.5M | 1.6% | 1.8M | 13.93 | -21.6% |
| TXN TEXAS INSTRUMENTS INC | 25.0M | 1.6% | 128.8K | 264.36 | +31.7% |
| EQT EQT Corp | 23.7M | 1.5% | 372.6K | 53.72 | +4.6% |
| GDS GDS Holdings Ltd | 20.1M | 1.3% | 498.1K | 32.85 | -3.1% |
| STX Seagate Technology Holdings plc | 19.7M | 1.2% | 50.3K | 850.00 | +436.6% |
| AMD ADVANCED MICRO DEVICES INC | 19.0M | 1.2% | 93.6K | 473.25 | +186.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 18.9M | 1.2% | 55.8K | 418.95 | +83.3% |
| FIGR Figure Technology Solutions, Inc. | 18.4M | 1.2% | 542.9K | 39.10 | — |
| W Wayfair Inc. | 18.3M | 1.2% | 243.4K | 101.52 | +27.0% |
| COHR COHERENT CORP. | 15.8M | 1.0% | 66.3K | 289.52 | +234.5% |
| FWONK Liberty Media Corp | 15.3M | 1.0% | 180.2K | 104.94 | +3.2% |
| ENTG ENTEGRIS INC | 13.2M | 0.8% | 112.6K | 143.66 | +80.9% |
| SHLS Shoals Technologies Group, Inc. | 13.1M | 0.8% | 2.0M | 7.09 | +15.4% |
| ZM Zoom Communications, Inc. | 12.7M | 0.8% | 158.0K | 107.43 | +48.9% |
| BE Bloom Energy Corp | 12.5M | 0.8% | 92.6K | 201.45 | +352.6% |
| TSEM TOWER SEMICONDUCTOR LTD | 12.1M | 0.8% | 69.2K | 222.59 | +344.7% |
| UBER Uber Technologies, Inc | 12.0M | 0.8% | 166.9K | 78.80 | -15.9% |
| NU Nu Holdings Ltd. | 12.0M | 0.8% | 832.9K | 14.58 | +7.0% |
| IMAX IMAX CORP | 11.3M | 0.7% | 296.8K | 52.74 | +104.8% |
| GRAB Grab Holdings Ltd | 10.6M | 0.7% | 2.9M | 3.48 | -30.8% |
| FCX FREEPORT-MCMORAN INC | 9.8M | 0.6% | 166.6K | 76.66 | +85.6% |
| CORZ Core Scientific, Inc./tx | 9.7M | 0.6% | 645.8K | 17.81 | +26.5% |
| BIDU Baidu, Inc. | 9.3M | 0.6% | 83.8K | 93.21 | +7.4% |
| AKAM AKAMAI TECHNOLOGIES INC | 9.1M | 0.6% | 78.9K | 110.42 | +45.2% |
| CPNG Coupang, Inc. | 9.0M | 0.6% | 479.0K | 16.45 | -43.0% |
| ARM ARM HOLDINGS PLC /UK | 6.4M | 0.4% | 42.0K | 243.32 | +85.5% |
| VRSN VERISIGN INC/CA | 5.9M | 0.4% | 23.9K | 281.80 | +3.8% |
| VNET VNET Group, Inc. | 5.6M | 0.4% | 670.1K | 6.72 | -15.8% |
| WRBY Warby Parker Inc. | 5.5M | 0.3% | 261.4K | 27.44 | +3.3% |
| PICS PicS N.V. | 4.8M | 0.3% | 463.6K | 10.60 | — |
| AZ A2Z CUST2MATE SOLUTIONS CORP. | 3.2M | 0.2% | 474.5K | 7.16 | -21.0% |
| ARRY Array Technologies, Inc. | 2.2M | 0.1% | 302.6K | 4.69 | -47.5% |
| VECO VEECO INSTRUMENTS INC | 2.0M | 0.1% | 60.4K | 47.86 | +100.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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