Nishkama Capital, LLC: 13F holdings
CIK 16337992026Q2
| Positions | 57 |
|---|
| Reported value | $3.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 57 (+6 vs prior quarter) |
|---|
| Reported value | $3.2bn (+104.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EQIX EQUINIX INC | 108,800 | $113.4m | 3.5% |
| AMD ADVANCED MICRO DEVICES INC | 159,888 | $92.9m | 2.9% |
| SEAGATE TECHNOLOGY HLDNGS PL | 75,373 | $72.7m | 2.2% |
| VRSN VERISIGN INC | 218,352 | $54.9m | 1.7% |
| INTC INTEL CORP | 303,043 | $42.3m | 1.3% |
| STM STMICROELECTRONICS N V | 527,522 | $39.5m | 1.2% |
| AMAT APPLIED MATLS INC | 54,033 | $39.1m | 1.2% |
| FWONK LIBERTY MEDIA CORP DEL | 315,569 | $30.0m | 0.9% |
| ASML HLDG NV | 12,915 | $25.7m | 0.8% |
| WMB WILLIAMS COS INC | 345,109 | $25.7m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1633799")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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