Universe · entity
Nishkama Capital, LLC
Institutional manager (13F) · CIK 1633799
13F holdings · as of 2026-03-31 · top 39 · reported portfolio $703M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | EQUINIX INC | $129M | 131,949 |
| 2 | AMAZON COM INC | $37M | 176,122 |
| 3 | WILLIAMS COS INC | $36M | 499,052 |
| 4 | ASML HLDG NV | $31M | 23,560 |
| 5 | STMICROELECTRONICS N V | $29M | 838,700 |
| 6 | APPLIED MATLS INC | $29M | 83,939 |
| 7 | ROCKET COS INC | $25M | 1,786,841 |
| 8 | TEXAS INSTRS INC | $25M | 128,805 |
| 9 | EQT CORP | $24M | 372,608 |
| 10 | GDS HLDGS LTD | $20M | 498,127 |
| 11 | SEAGATE TECHNOLOGY HLDNGS PL | $20M | 50,266 |
| 12 | ADVANCED MICRO DEVICES INC | $19M | 93,613 |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | $19M | 55,842 |
| 14 | FIGURE TECHNOLOGY SOLUTIO | $18M | 542,921 |
| 15 | WAYFAIR INC | $18M | 243,400 |
| 16 | COHERENT CORP | $16M | 66,276 |
| 17 | LIBERTY MEDIA CORP DEL | $15M | 180,243 |
| 18 | ENTEGRIS INC | $13M | 112,582 |
| 19 | SHOALS TECHNOLOGIES GROUP IN | $13M | 1,994,159 |
| 20 | ZOOM COMMUNICATIONS INC | $13M | 158,000 |
| 21 | BLOOM ENERGY CORP | $13M | 92,621 |
| 22 | TOWER SEMICONDUCTOR LTD | $12M | 69,225 |
| 23 | UBER TECHNOLOGIES INC | $12M | 166,940 |
| 24 | NU HLDGS LTD | $12M | 832,856 |
| 25 | IMAX CORP | $11M | 296,795 |
| 26 | GRAB HOLDINGS LIMITED | $11M | 2,882,626 |
| 27 | FREEPORT MCMORAN INC | $10M | 166,600 |
| 28 | CORE SCIENTIFIC INC NEW | $10M | 645,833 |
| 29 | BAIDU INC | $9M | 83,831 |
| 30 | AKAMAI TECHNOLOGIES INC | $9M | 78,905 |
| 31 | COUPANG INC | $9M | 479,018 |
| 32 | ARM HOLDINGS PLC | $6M | 42,000 |
| 33 | VERISIGN INC | $6M | 23,851 |
| 34 | VNET GROUP INC | $6M | 670,112 |
| 35 | WARBY PARKER INC | $6M | 261,442 |
| 36 | PICS NV | $5M | 463,645 |
| 37 | A2Z CUST2MATE SOLUTIONS CORP | $3M | 474,479 |
| 38 | ARRAY TECHNOLOGIES INC | $2M | 302,606 |
| 39 | VEECO INSTRS INC DEL | $2M | 60,400 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.