Nishkama-Capital
AI_NATIVE detailed information: This accession holds the following tickers:[ "ENVX", "FN", "FROG", "SNOW", "ADBE", "APP", "PRIM", "RKT", "RGTI", "SIMO", "URBN", "U", "QCOM", "META", "UWMC", "MA", "IMAX", "ANET", "DASH", "PAYX", "SPY", "INTC", "STX", "TGT", "MBLY", "HUT", "TLN", "TSM", "ETR", "AMZN", "V", "WMT", "WDC", "ESTC", "CART", "ET", "CRM", "SPOT", "CHWY", "BLND", "CZR", "CVNA", "CMG", "CFLT", "COST", "WULF", "IWM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 47
- Total Value
- 927019435
- Accession Number
- 0001633799-25-000004
- Form Type
- 13F-HR
- Manager Name
- Nishkama-Capital
Data Enrichment
100% identified47 identified0 unidentified
Holdings
47 positions
Manager:
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Page 1 of 3
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 236.6K | All Managers (Combined) | $132.4M | |||
| 520.0K | All Managers (Combined) | $86.3M | |||
Walmart Inc.(WMTcusip931142103) | 900.0K | QoQ NEW(+900.0K) YoY NEW(+900.0K) | All Managers (Combined) | $79.0M | QoQ NEW(+$79.0M) YoY NEW(+$79.0M) |
ADOBE INC.(ADBEcusip00724F101) | 161.1K | QoQ NEW(+161.1K) YoY NEW(+161.1K) | All Managers (Combined) | $61.8M | QoQ NEW(+$61.8M) YoY NEW(+$61.8M) |
| 60.0K | QoQ NEW(+60.0K) YoY NEW(+60.0K) | All Managers (Combined) | $56.7M | QoQ NEW(+$56.7M) YoY NEW(+$56.7M) | |
| 499.6K | QoQ NEW(+499.6K) YoY NEW(+499.6K) | All Managers (Combined) | $38.7M | QoQ NEW(+$38.7M) YoY NEW(+$38.7M) | |
TARGET CORP(TGTcusip87612E106) | 360.0K | QoQ NEW(+360.0K) | All Managers (Combined) | $37.6M | QoQ NEW(+$37.6M) |
PAYCHEX INC(PAYXcusip704326107) | 222.3K | QoQ NEW(+222.3K) YoY NEW(+222.3K) | All Managers (Combined) | $34.3M | QoQ NEW(+$34.3M) YoY NEW(+$34.3M) |
| 161.5K | QoQ NEW(+161.5K) YoY NEW(+161.5K) | All Managers (Combined) | $32.2M | QoQ NEW(+$32.2M) YoY NEW(+$32.2M) | |
| 156.6K | QoQ NEW(+156.6K) YoY NEW(+156.6K) | All Managers (Combined) | $31.2M | QoQ NEW(+$31.2M) YoY NEW(+$31.2M) | |
| 1.7M | YoY NEW(+1.7M) | All Managers (Combined) | $31.2M | YoY NEW(+$31.2M) | |
| 586.1K | YoY NEW(+586.1K) | All Managers (Combined) | $23.7M | YoY NEW(+$23.7M) | |
| 64.0K | QoQ NEW(+64.0K) YoY NEW(+64.0K) | All Managers (Combined) | $22.4M | QoQ NEW(+$22.4M) YoY NEW(+$22.4M) | |
Mastercard Inc(MAcusip57636Q104) | 36.0K | QoQ NEW(+36.0K) YoY NEW(+36.0K) | All Managers (Combined) | $19.7M | QoQ NEW(+$19.7M) YoY NEW(+$19.7M) |
| 226.3K | QoQ NEW(+226.3K) YoY NEW(+226.3K) | All Managers (Combined) | $19.3M | QoQ NEW(+$19.3M) YoY NEW(+$19.3M) | |
AppLovin Corp(APPcusip03831W108) | 72.8K | YoY NEW(+72.8K) | All Managers (Combined) | $19.3M | YoY NEW(+$19.3M) |
INTEL CORP(INTCcusip458140100) | 750.0K | QoQ NEW(+750.0K) | All Managers (Combined) | $17.0M | QoQ NEW(+$17.0M) |
CARVANA CO.(CVNAcusip146869102) | 68.5K | All Managers (Combined) | $14.3M | ||
| 23.8K | YoY NEW(+23.8K) | All Managers (Combined) | $13.7M | YoY NEW(+$13.7M) | |
Salesforce, Inc.(CRMcusip79466L302) | 48.1K | YoY NEW(+48.1K) | All Managers (Combined) | $12.9M | YoY NEW(+$12.9M) |