Nishkama Capital, LLC
57 holdingsFiling period: 2026-06-30Current AUM: $3.19Bestimated 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 | $546.1M | 17.09% | +324.0K | 2026-06-30 |
| 2 | QQQ | INVESCO QQQ TR | 731.0K | $538.3M | $515.0M | 16.12% | +496.0K | 2026-06-30 |
| 3 | SMH | VANECK ETF TRUST | 310.0K | $203.3M | $168.1M | 5.26% | -33,500 | 2026-06-30 |
| 4 | SOXX | ISHARES TR | 281.4K | $180.3M | $140.4M | 4.39% | -- | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 368.8K | $131.8M | $127.2M | 3.98% | +322.7K | 2026-06-30 |
| 6 | VRSN | VERISIGN INC | 523.4K | $131.7M | $155.6M | 4.87% | +499.5K | 2026-06-30 |
| 7 | EQIX | EQUINIX INC | 108.8K | $113.4M | $109.6M | 3.43% | -149,149 | 2026-06-30 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 159.9K | $92.9M | $80.6M | 2.52% | +66.3K | 2026-06-30 |
| 9 | — | SEAGATE TECHNOLOGY HLDNGS PL | 75.4K | $72.7M | $72.7M | 2.28% | +25.1K | 2026-06-30 |
| 10 | NOW | SERVICENOW INC | 660.0K | $65.5M | $93.7M | 2.93% | -- | 2026-06-30 |
| 11 | V | VISA INC | 187.5K | $64.3M | $70.4M | 2.20% | -- | 2026-06-30 |
| 12 | NVDA | NVIDIA CORPORATION | 321.2K | $64.3M | $68.1M | 2.13% | -- | 2026-06-30 |
| 13 | CRM | SALESFORCE INC | 400.0K | $62.7M | $102.3M | 3.20% | -- | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 146.5K | $54.6M | $72.8M | 2.28% | -- | 2026-06-30 |
| 15 | — | ASML HLDG NV | 26.4K | $52.5M | $52.5M | 1.64% | +2.9K | 2026-06-30 |
| 16 | HD | HOME DEPOT INC | 145.0K | $51.1M | $44.3M | 1.39% | -- | 2026-06-30 |
| 17 | MA | MASTERCARD INCORPORATED | 92.5K | $47.5M | $53.0M | 1.66% | -- | 2026-06-30 |
| 18 | OKTA | OKTA INC | 341.4K | $46.6M | $65.0M | 2.04% | -- | 2026-06-30 |
| 19 | INTC | INTEL CORP | 303.0K | $42.3M | $29.4M | 0.92% | -- | 2026-06-30 |
| 20 | STM | STMICROELECTRONICS N V | 527.5K | $39.5M | $25.3M | 0.79% | -311,178 | 2026-06-30 |
| 21 | META | META PLATFORMS INC | 70.0K | $39.4M | $46.9M | 1.47% | -- | 2026-06-30 |
| 22 | AMAT | APPLIED MATLS INC | 54.0K | $39.1M | $22.8M | 0.71% | -29,906 | 2026-06-30 |
| 23 | FWONK | LIBERTY MEDIA CORP DEL | 315.6K | $30.0M | $30.0M | 0.94% | +135.3K | 2026-06-30 |
| 24 | NFLX | NETFLIX INC. | 420.0K | $30.0M | $32.7M | 1.02% | -- | 2026-06-30 |
| 25 | TEAM | ATLASSIAN CORPORATION | 347.5K | $27.0M | $66.0M | 2.06% | -- | 2026-06-30 |
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