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

SEC FilingSEC DataHachi Filing

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
CIK: nishkama-capital
Manager Name: Nishkama-Capital

Data Enrichment

100% identified

47 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $927.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:63.5K

Value:$12.1M

% of Portfolio:1.3% ($12.1M/$927.0M)

Maplebear Inc.

CART|565394103

Shares:256.0K

Value:$10.2M

% of Portfolio:1.1% ($10.2M/$927.0M)

Primoris Services Corp

PRIM|74164F103

Shares:173.8K

Value:$10.0M

% of Portfolio:1.1% ($10.0M/$927.0M)

Fabrinet

FN|G3323L100

Shares:48.6K

Value:$9.6M

% of Portfolio:1.0% ($9.6M/$927.0M)

Caesars Entertainment, Inc.

CZR|12769G100

Shares:380.0K

Value:$9.5M

% of Portfolio:1.0% ($9.5M/$927.0M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:146.0K

Value:$7.3M

% of Portfolio:0.8% ($7.3M/$927.0M)

DoorDash, Inc.

DASH|25809K105

Shares:40.0K

Value:$7.3M

% of Portfolio:0.8% ($7.3M/$927.0M)

Chewy, Inc.

CHWY|16679L109

Shares:206.9K

Value:$6.7M

% of Portfolio:0.7% ($6.7M/$927.0M)

JFrog Ltd

FROG|M6191J100

Shares:205.0K

Value:$6.6M

% of Portfolio:0.7% ($6.6M/$927.0M)

Mobileye Global Inc.

MBLY|60741F104

Shares:453.3K

Value:$6.5M

% of Portfolio:0.7% ($6.5M/$927.0M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:10.4K

Value:$5.7M

% of Portfolio:0.6% ($5.7M/$927.0M)

URBAN OUTFITTERS INC

URBN|917047102

Shares:100.0K

Value:$5.2M

% of Portfolio:0.6% ($5.2M/$927.0M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:56.0K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$927.0M)

QUALCOMM INC/DE

QCOM|747525103

Shares:30.9K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$927.0M)

Enovix Corp

ENVX|293594107

Shares:611.0K

Value:$4.5M

% of Portfolio:0.5% ($4.5M/$927.0M)

Snowflake Inc.

SNOW|833445109

Shares:29.6K

Value:$4.3M

% of Portfolio:0.5% ($4.3M/$927.0M)

Unity Software Inc.

U|91332U101

Shares:212.6K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$927.0M)

Silicon Motion Technology CORP

SIMO|82706C108

Shares:81.4K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$927.0M)

IMAX CORP

IMAX|45245E109

Shares:128.0K

Value:$3.4M

% of Portfolio:0.4% ($3.4M/$927.0M)

Hut 8 Corp.

HUT|44812J104

Shares:270.1K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$927.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	63.5K	QoQ -70.44% (-151.3K) YoY -68.87% (-140.5K)	All Managers (Combined)	$12.1M	1.3% ($12.1M/$927.0M)	QoQ -74.36% (-$35.0M) YoY -67.16% (-$24.7M)
Maplebear Inc.(CARTcusip565394103)	256.0K	QoQ -19.95% (-63.8K) YoY -66.95% (-518.7K)	All Managers (Combined)	$10.2M	1.1% ($10.2M/$927.0M)	QoQ -22.90% (-$3.0M) YoY -64.65% (-$18.7M)
Primoris Services Corp(PRIMcusip74164F103)	173.8K	QoQ +205.47% (+116.9K) YoY +481.45% (+143.9K)	All Managers (Combined)	$10.0M	1.1% ($10.0M/$927.0M)	QoQ +129.54% (+$5.6M) YoY +684.15% (+$8.7M)
Fabrinet(FNcusipG3323L100)	48.6K	QoQ NEW(+48.6K) YoY NEW(+48.6K)	All Managers (Combined)	$9.6M	1.0% ($9.6M/$927.0M)	QoQ NEW(+$9.6M) YoY NEW(+$9.6M)
Caesars Entertainment, Inc.(CZRcusip12769G100)	380.0K	QoQ NEW(+380.0K) YoY NEW(+380.0K)	All Managers (Combined)	$9.5M	1.0% ($9.5M/$927.0M)	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	146.0K	QoQ NEW(+146.0K) YoY NEW(+146.0K)	All Managers (Combined)	$7.3M	0.8% ($7.3M/$927.0M)	QoQ NEW(+$7.3M) YoY NEW(+$7.3M)
DoorDash, Inc.(DASHcusip25809K105)	40.0K	QoQ +53.50% (+13.9K) YoY -34.18% (-20.8K)	All Managers (Combined)	$7.3M	0.8% ($7.3M/$927.0M)	QoQ +67.24% (+$2.9M) YoY -12.65% (-$1.1M)
Chewy, Inc.(CHWYcusip16679L109)	206.9K	QoQ -82.20% (-955.7K) YoY +86.59% (+96.0K)	All Managers (Combined)	$6.7M	0.7% ($6.7M/$927.0M)	QoQ -82.72% (-$32.2M) YoY +281.28% (+$5.0M)
JFrog Ltd(FROGcusipM6191J100)	205.0K	QoQ NEW(+205.0K) YoY NEW(+205.0K)	All Managers (Combined)	$6.6M	0.7% ($6.6M/$927.0M)	QoQ NEW(+$6.6M) YoY NEW(+$6.6M)
Mobileye Global Inc.(MBLYcusip60741F104)	453.3K	QoQ NEW(+453.3K) YoY NEW(+453.3K)	All Managers (Combined)	$6.5M	0.7% ($6.5M/$927.0M)	QoQ NEW(+$6.5M) YoY NEW(+$6.5M)
Spotify Technology S.A.(SPOTcusipL8681T102)	10.4K	QoQ -26.89% (-3.8K) YoY -88.61% (-81.0K)	All Managers (Combined)	$5.7M	0.6% ($5.7M/$927.0M)	QoQ -10.12% (-$644.4K) YoY -76.27% (-$18.4M)
URBAN OUTFITTERS INC(URBNcusip917047102)	100.0K	QoQ NEW(+100.0K) YoY NEW(+100.0K)	All Managers (Combined)	$5.2M	0.6% ($5.2M/$927.0M)	QoQ NEW(+$5.2M) YoY NEW(+$5.2M)
Seagate Technology Holdings plc(STXcusipG7997R103)	56.0K	QoQ NEW(+56.0K) YoY -68.22% (-120.2K)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$927.0M)	QoQ NEW(+$4.8M) YoY -70.99% (-$11.6M)
QUALCOMM INC/DE(QCOMcusip747525103)	30.9K	QoQ NEW(+30.9K) YoY NEW(+30.9K)	All Managers (Combined)	$4.7M	0.5% ($4.7M/$927.0M)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
Enovix Corp(ENVXcusip293594107)	611.0K	QoQ +131.99% (+347.6K) YoY NEW(+611.0K)	All Managers (Combined)	$4.5M	0.5% ($4.5M/$927.0M)	QoQ +56.65% (+$1.6M) YoY NEW(+$4.5M)
Snowflake Inc.(SNOWcusip833445109)	29.6K	QoQ NEW(+29.6K) YoY NEW(+29.6K)	All Managers (Combined)	$4.3M	0.5% ($4.3M/$927.0M)	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
Unity Software Inc.(Ucusip91332U101)	212.6K	QoQ NEW(+212.6K) YoY NEW(+212.6K)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$927.0M)	QoQ NEW(+$4.2M) YoY NEW(+$4.2M)
Silicon Motion Technology CORP(SIMOcusip82706C108)	81.4K	QoQ +121.05% (+44.6K) YoY NEW(+81.4K)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$927.0M)	QoQ +106.78% (+$2.1M) YoY NEW(+$4.1M)
IMAX CORP(IMAXcusip45245E109)	128.0K	QoQ -39.14% (-82.3K) YoY -57.98% (-176.6K)	All Managers (Combined)	$3.4M	0.4% ($3.4M/$927.0M)	QoQ -37.36% (-$2.0M) YoY -31.53% (-$1.6M)
Hut 8 Corp.(HUTcusip44812J104)	270.1K	QoQ -50.90% (-280.0K) YoY NEW(+270.1K)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$927.0M)	QoQ -72.15% (-$8.1M) YoY NEW(+$3.1M)