Nishkama Capital, LLC
57 holdingsFiling period: 2026-06-30Current AUM: $3.23Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 721.0K | $538.4M | $554.5M | 17.16% | +324.0K | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 731.0K | $538.3M | $524.6M | 16.23% | +496.0K | 2026-06-30 |
| 3 | SMH | VanEck ETF Trust | 310.0K | $203.3M | $169.4M | 5.24% | -33,500 | 2026-06-30 |
| 4 | SOXX | iShares TR | 281.4K | $180.3M | $140.7M | 4.35% | -- | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 368.8K | $131.8M | $125.5M | 3.88% | +322.7K | 2026-06-30 |
| 6 | VRSN | Verisign Inc | 523.4K | $131.7M | $160.4M | 4.96% | +499.5K | 2026-06-30 |
| 7 | EQIX | Equinix Inc | 108.8K | $113.4M | $107.4M | 3.32% | -149,149 | 2026-06-30 |
| 8 | AMD | Advanced Micro Devices Inc | 159.9K | $92.9M | $85.5M | 2.65% | +66.3K | 2026-06-30 |
| 9 | — | Seagate Technology Hldngs PL | 75.4K | $72.7M | $72.7M | 2.25% | +25.1K | 2026-06-30 |
| 10 | NOW | Servicenow Inc | 660.0K | $65.5M | $98.7M | 3.05% | -- | 2026-06-30 |
| 11 | V | Visa Inc | 187.5K | $64.3M | $76.2M | 2.36% | -- | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 321.2K | $64.3M | $69.5M | 2.15% | -- | 2026-06-30 |
| 13 | CRM | Salesforce Inc | 400.0K | $62.7M | $97.0M | 3.00% | -- | 2026-06-30 |
| 14 | MSFT | Microsoft Corp | 146.5K | $54.6M | $77.9M | 2.41% | -- | 2026-06-30 |
| 15 | — | Asml Hldg NV | 26.4K | $52.5M | $52.5M | 1.63% | +2.9K | 2026-06-30 |
| 16 | HD | Home Depot Inc | 145.0K | $51.1M | $45.7M | 1.41% | -- | 2026-06-30 |
| 17 | MA | Mastercard Incorporated | 92.5K | $47.5M | $57.4M | 1.78% | -- | 2026-06-30 |
| 18 | OKTA | Okta Inc | 341.4K | $46.6M | $66.2M | 2.05% | -- | 2026-06-30 |
| 19 | INTC | Intel Corp | 303.0K | $42.3M | $27.8M | 0.86% | -- | 2026-06-30 |
| 20 | STM | Stmicroelectronics N V | 527.5K | $39.5M | $24.1M | 0.75% | -311,178 | 2026-06-30 |
| 21 | META | Meta Platforms Inc | 70.0K | $39.4M | $48.6M | 1.50% | -- | 2026-06-30 |
| 22 | AMAT | Applied Matls Inc | 54.0K | $39.1M | $21.9M | 0.68% | -29,906 | 2026-06-30 |
| 23 | FWONK | Liberty Media Corp Del | 315.6K | $30.0M | $29.2M | 0.90% | +135.3K | 2026-06-30 |
| 24 | NFLX | Netflix Inc. | 420.0K | $30.0M | $28.8M | 0.89% | -- | 2026-06-30 |
| 25 | TEAM | Atlassian Corporation | 347.5K | $27.0M | $76.8M | 2.38% | -- | 2026-06-30 |
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