NISHKAMA CAPITAL, LLC

PrivateCIK: 1633799
Location

DORADO, PR

51
Positions
$1.58B
Total AUM (reported)
18.55M
Total Shares

Allocation by class

TOTAL AUM$1.58B51 positions
COM$601.19M37.9%
TR UNIT$258.18M16.3%
UNIT SER 1$135.64M8.6%
SEMICONDUCTR ETF$131.70M8.3%
RUSSELL 2000 ETF$93.00M5.9%
COM CL A$69.58M4.4%
CL A$53.17M3.4%

Portfolio Concentration

Top 340.8%4–1024.4%11–2519.4%Rest15.4%TOP 1065.2%0%100%
Top 3$646.67M40.8%
4–10$386.49M24.4%
11–25$307.56M19.4%
Rest$244.08M15.4%

Top 3 weight

40.8%

Top 10 weight

65.2%

Voting Authority Distribution

Total shares with voting rights: 18.55M

Sole

Full voting authority

18.55M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares397K
TypeSH
Market value$258.18M
16.29%
Sole
397K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares257.95K
TypeSH
Market value$252.85M
15.95%
Sole
257.95K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares235K
TypeSH
Market value$135.64M
8.56%
Sole
235K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares343.50K
TypeSH
Market value$131.70M
8.31%
Sole
343.50K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares375K
TypeSH
Market value$93.00M
5.87%
Sole
375K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares176.12K
TypeSH
Market value$36.68M
2.31%
Sole
176.12K
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares499.05K
TypeSH
Market value$36.32M
2.29%
Sole
499.05K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
N Y REGISTRY SHS
Shares23.56K
TypeSH
Market value$31.12M
1.96%
Sole
23.56K
Shared
0.00
None
0.00

STMICROELECTRONICS N V

SOLE
NY REGISTRY
Shares838.70K
TypeSH
Market value$28.98M
1.83%
Sole
838.70K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares83.94K
TypeSH
Market value$28.69M
1.81%
Sole
83.94K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares224K
TypeSH
Market value$27.84M
1.76%
Sole
224K
Shared
0.00
None
0.00

ROCKET COS INC

SOLE
COM CL A
Shares1.79M
TypeSH
Market value$25.46M
1.61%
Sole
1.79M
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares128.81K
TypeSH
Market value$25.01M
1.58%
Sole
128.81K
Shared
0.00
None
0.00

EQT CORP

SOLE
COM
Shares372.61K
TypeSH
Market value$23.71M
1.50%
Sole
372.61K
Shared
0.00
None
0.00

TARGET CORP

SOLE
COM
Shares180K
TypeSH
Market value$21.82M
1.38%
Sole
180K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares190K
TypeSH
Market value$21.55M
1.36%
Sole
190K
Shared
0.00
None
0.00

GDS HLDGS LTD

SOLE
SPONSORED ADS
Shares498.13K
TypeSH
Market value$20.07M
1.27%
Sole
498.13K
Shared
0.00
None
0.00

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares50.27K
TypeSH
Market value$19.69M
1.24%
Sole
50.27K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares93.61K
TypeSH
Market value$19.04M
1.20%
Sole
93.61K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares55.84K
TypeSH
Market value$18.87M
1.19%
Sole
55.84K
Shared
0.00
None
0.00

FIGURE TECHNOLOGY SOLUTIO

SOLE
COM CL A
Shares542.92K
TypeSH
Market value$18.43M
1.16%
Sole
542.92K
Shared
0.00
None
0.00

WAYFAIR INC

SOLE
CL A
Shares243.40K
TypeSH
Market value$18.31M
1.16%
Sole
243.40K
Shared
0.00
None
0.00

FEDEX CORP

SOLE
COM
Shares45K
TypeSH
Market value$16.03M
1.01%
Sole
45K
Shared
0.00
None
0.00

CATERPILLAR INC

SOLE
COM
Shares22.50K
TypeSH
Market value$15.94M
1.01%
Sole
22.50K
Shared
0.00
None
0.00

COHERENT CORP

SOLE
COM
Shares66.28K
TypeSH
Market value$15.79M
1.00%
Sole
66.28K
Shared
0.00
None
0.00
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