| |
|
|
| Name: |
Nishkama Capital LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10036 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
50 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HUBS |
Hubspot Inc |
3 |
New |
$0.00 |
$33,255,000 |
53,075 |
3.79% |
33,255,000 |
53,075 |
0.116 |
N/A |
|
|
TGT |
Target Corp |
4 |
New |
$146.00 |
$32,818,000 |
185,194 |
3.74% |
32,818,000 |
185,194 |
0.037 |
Discount, Variety Stores |
|
|
AAPL |
Apple Inc |
5 |
New |
$196.89 |
$29,840,000 |
174,016 |
3.4% |
29,840,000 |
174,016 |
0.001 |
Personal Computers |
|
|
GOOGL |
Alphabet Inc |
6 |
New |
$174.46 |
$29,334,000 |
194,353 |
3.34% |
29,334,000 |
194,353 |
0.003 |
Search Engines & Info... |
|
|
GPS |
Gap Inc |
10 |
New |
$25.47 |
$28,358,000 |
1,029,337 |
3.23% |
28,358,000 |
1,029,337 |
0.276 |
Apparel Stores |
|
|
RH |
Restoration Hardware Holdin... |
12 |
New |
$268.51 |
$28,110,000 |
80,715 |
3.2% |
28,110,000 |
80,715 |
0.337 |
Home Furnishing Stores |
|
|
DKNG |
Draftkings Inc Class A |
13 |
New |
$0.00 |
$24,504,000 |
539,610 |
2.79% |
24,504,000 |
539,610 |
0.123 |
N/A |
|
|
ORCL |
Oracle Corp |
15 |
New |
$125.92 |
$24,290,000 |
193,374 |
2.77% |
24,290,000 |
193,374 |
0.006 |
Application Software |
|
|
ENTG |
Entegris Inc |
16 |
New |
$130.08 |
$24,198,000 |
172,176 |
2.76% |
24,198,000 |
172,176 |
0.107 |
Semiconductor Equipme... |
|
|
VEEV |
Veeva Systems Inc |
18 |
New |
$183.14 |
$17,352,000 |
74,893 |
1.98% |
17,352,000 |
74,893 |
0.055 |
Healthcare Informatio... |
|
|
AES |
AES Corporation |
24 |
New |
$19.87 |
$12,210,000 |
680,980 |
1.39% |
12,210,000 |
680,980 |
0.102 |
Electric Utilities |
|
|
MRVL |
Marvell Technology, Inc. |
26 |
New |
$67.99 |
$12,123,000 |
171,037 |
1.38% |
12,123,000 |
171,037 |
0.021 |
N/A |
|
|
ASML |
ASML Holding N.V. (ADR) |
27 |
New |
$0.00 |
$12,118,000 |
12,487 |
1.38% |
12,118,000 |
12,487 |
0.003 |
Semiconductor Equipme... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
28 |
New |
$164.39 |
$11,407,000 |
83,842 |
1.3% |
11,407,000 |
83,842 |
0.002 |
Semiconductor - Integ... |
|
|
FIS |
Fidelity National Information |
30 |
New |
$77.51 |
$10,690,000 |
144,108 |
1.22% |
10,690,000 |
144,108 |
0.023 |
Business Services |
|
|
DASH |
Doordash Inc |
32 |
New |
$113.27 |
$8,370,000 |
60,779 |
0.95% |
8,370,000 |
60,779 |
0.017 |
N/A |
|
|
VST |
Vistra Energy Corp |
33 |
New |
$85.07 |
$8,128,000 |
116,699 |
0.93% |
8,128,000 |
116,699 |
0.024 |
N/A |
|
|
DBRG |
DigitalBridge Group, Inc |
35 |
New |
$12.95 |
$8,056,000 |
418,071 |
0.92% |
8,056,000 |
418,071 |
0.064 |
N/A |
|
|
NCNO |
nCino, Inc. |
37 |
New |
$30.00 |
$6,261,000 |
167,483 |
0.71% |
6,261,000 |
167,483 |
0.152 |
N/A |
|
|
OSTK |
Overstock.com Inc |
38 |
New |
$14.94 |
$6,192,000 |
172,438 |
0.71% |
6,192,000 |
172,438 |
0.403 |
Specialty Retail, Other |
|
|
IMAX |
Imax Corp |
40 |
New |
$15.12 |
$4,925,000 |
304,585 |
0.56% |
4,925,000 |
304,585 |
0.513 |
Movie Production & Di... |
|
|
TKO |
Tko Group Holdings, Inc. |
41 |
New |
$107.77 |
$4,723,000 |
54,658 |
0.54% |
4,723,000 |
54,658 |
0.066 |
N/A |
|
|
BL |
Blackline, Inc. |
43 |
New |
$46.01 |
$4,521,000 |
70,000 |
0.51% |
4,521,000 |
70,000 |
0.11 |
N/A |
|
|
PYPL |
Paypal Holdings, Inc. |
44 |
New |
$67.30 |
$4,220,000 |
63,000 |
0.48% |
4,220,000 |
63,000 |
0.005 |
N/A |
|
|
BROS |
Dutch Bros Inc. |
45 |
New |
$37.97 |
$4,110,000 |
124,559 |
0.47% |
4,110,000 |
124,559 |
0.104 |
N/A |
|
|
LVS |
Las Vegas Sands Corp |
46 |
New |
$45.02 |
$4,097,000 |
79,241 |
0.47% |
4,097,000 |
79,241 |
0.01 |
Gambling/Resorts |
|
|
CSGP |
CoStar Group Inc |
47 |
New |
$76.21 |
$4,057,000 |
42,000 |
0.46% |
4,057,000 |
42,000 |
0.01 |
Business Software & S... |
|
|
NTNX |
Nutanix, Inc. |
49 |
New |
$52.37 |
$4,034,000 |
65,362 |
0.46% |
4,034,000 |
65,362 |
0.098 |
N/A |
|
|
KVYO |
Klaviyo, Inc. |
50 |
New |
$22.49 |
$4,034,000 |
158,324 |
0.46% |
4,034,000 |
158,324 |
0 |
N/A |
|
|
SG |
Sweetgreen, Inc. |
52 |
New |
$32.31 |
$3,678,000 |
145,607 |
0.42% |
3,678,000 |
145,607 |
0.15 |
N/A |
|
|
SJM |
JM Smucker Company |
53 |
New |
$114.98 |
$3,363,000 |
26,716 |
0.38% |
3,363,000 |
26,716 |
0.023 |
Processed & Packaged ... |
|
|
HEAR |
Turtle Beach Corporation |
54 |
New |
$15.43 |
$3,299,000 |
191,382 |
0.38% |
3,299,000 |
191,382 |
1.312 |
Communication Equipment |
|
|
HPE |
Hewlett Packard Enterprise Co |
57 |
New |
$20.03 |
$3,066,000 |
172,900 |
0.35% |
3,066,000 |
172,900 |
0.013 |
N/A |
|
|
TREE |
Tree.com Inc |
58 |
New |
$42.79 |
$2,837,000 |
67,013 |
0.32% |
2,837,000 |
67,013 |
0.51 |
Savings & Loans |
|
|
COHR |
Coherent Corp |
59 |
New |
$65.88 |
$2,461,000 |
40,594 |
0.28% |
2,461,000 |
40,594 |
0.027 |
Scientific & Technica... |
|
|
GLNG |
Golar LNG Limited (USA) |
61 |
New |
$26.55 |
$2,395,000 |
99,537 |
0.27% |
2,395,000 |
99,537 |
0.102 |
Oil & Gas Pipelines &... |
|
|
INFN |
Infinera Corp |
62 |
New |
$4.99 |
$2,285,000 |
378,862 |
0.26% |
2,285,000 |
378,862 |
0.156 |
Communication Equipment |
|
|
BC |
Brunswick Corp |
63 |
New |
$77.18 |
$2,248,000 |
23,293 |
0.26% |
2,248,000 |
23,293 |
0.03 |
Sporting Goods |
|
|
CAG |
ConAgra Foods Inc |
64 |
New |
$29.72 |
$2,176,000 |
73,400 |
0.25% |
2,176,000 |
73,400 |
0.015 |
Food - Major Diversified |
|
|
CPB |
Campbell Soup Co |
65 |
New |
$42.86 |
$2,155,000 |
48,473 |
0.25% |
2,155,000 |
48,473 |
0.016 |
Food - Major Diversified |
|
|
AN |
AutoNation Inc |
66 |
New |
$165.82 |
$2,135,000 |
12,896 |
0.24% |
2,135,000 |
12,896 |
0.015 |
Auto Dealerships |
|
|
MDU |
MDU Resources Group Inc |
67 |
New |
$24.47 |
$2,113,000 |
83,844 |
0.24% |
2,113,000 |
83,844 |
0.042 |
Multi Utilities |
|
|
ARRY |
Array Technologies, Inc. |
68 |
New |
$0.00 |
$2,086,000 |
139,900 |
0.24% |
2,086,000 |
139,900 |
0.077 |
N/A |
|
|
GIS |
General Mills Inc |
69 |
New |
$67.46 |
$2,082,000 |
29,761 |
0.24% |
2,082,000 |
29,761 |
0.005 |
Food - Major Diversified |
|
|
RTX |
RTX Corp |
70 |
New |
$101.02 |
$2,072,000 |
21,246 |
0.24% |
2,072,000 |
21,246 |
0.002 |
Conglomerates |
|
|
NTAP |
Netapp Inc |
71 |
New |
$120.98 |
$2,022,000 |
19,265 |
0.23% |
2,022,000 |
19,265 |
0.009 |
Data Storage Devices |
|
|
CHWY |
Chewy, Inc. |
76 |
New |
$22.75 |
$1,764,000 |
110,859 |
0.2% |
1,764,000 |
110,859 |
0.025 |
N/A |
|
|
UWMC |
Uwm Holdings |
82 |
New |
$7.35 |
$961,000 |
132,365 |
0.11% |
961,000 |
132,365 |
0.128 |
N/A |
|
|
VRNS |
Varonis Systems Inc |
83 |
New |
$42.36 |
$776,000 |
16,456 |
0.09% |
776,000 |
16,456 |
0.016 |
N/A |
|
|
RKT |
Rock-Tenn Co A |
84 |
New |
$14.24 |
$407,000 |
28,000 |
0.05% |
407,000 |
28,000 |
0.028 |
Paper & Paper Products |
|
