NISHKAMA CAPITAL, LLC

PrivateCIK: 1633799
Location

DORADO, PR

57
Positions
$3.25B
Total AUM (reported)
14.38M
Total Shares

Allocation by class

TOTAL AUM$3.25B57 positions
COM$1.05B32.4%
TR UNIT$538.42M16.6%
UNIT SER 1$538.31M16.6%
CL A$222.26M6.8%
SEMICONDUCTR ETF$203.33M6.3%
ISHARES SEMICDTR$180.31M5.6%
CAP STK CL A$131.80M4.1%

Portfolio Concentration

Top 339.4%4–1024.3%11–2521.3%Rest15.0%TOP 1063.7%0%100%
Top 3$1.28B39.4%
4–10$788.31M24.3%
11–25$691.05M21.3%
Rest$486.02M15.0%

Top 3 weight

39.4%

Top 10 weight

63.7%

Voting Authority Distribution

Total shares with voting rights: 14.38M

Sole

Full voting authority

14.38M

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)

Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares721K
TypeSH
Market value$538.42M
16.59%
Sole
721K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares731K
TypeSH
Market value$538.31M
16.59%
Sole
731K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
SEMICONDUCTR ETF
Shares310K
TypeSH
Market value$203.33M
6.26%
Sole
310K
Shared
0.00
None
0.00

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares281.40K
TypeSH
Market value$180.31M
5.56%
Sole
281.40K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares368.80K
TypeSH
Market value$131.80M
4.06%
Sole
368.80K
Shared
0.00
None
0.00

VERISIGN INC

SOLE
COM
Shares523.35K
TypeSH
Market value$131.65M
4.06%
Sole
523.35K
Shared
0.00
None
0.00

EQUINIX INC

SOLE
COM
Shares108.80K
TypeSH
Market value$113.41M
3.49%
Sole
108.80K
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares159.89K
TypeSH
Market value$92.88M
2.86%
Sole
159.89K
Shared
0.00
None
0.00

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares75.37K
TypeSH
Market value$72.73M
2.24%
Sole
75.37K
Shared
0.00
None
0.00

SERVICENOW INC

SOLE
COM
Shares660K
TypeSH
Market value$65.52M
2.02%
Sole
660K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares187.50K
TypeSH
Market value$64.33M
1.98%
Sole
187.50K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares321.20K
TypeSH
Market value$64.27M
1.98%
Sole
321.20K
Shared
0.00
None
0.00

SALESFORCE INC

SOLE
COM
Shares400K
TypeSH
Market value$62.66M
1.93%
Sole
400K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares146.50K
TypeSH
Market value$54.65M
1.68%
Sole
146.50K
Shared
0.00
None
0.00

ASML HLDG NV

SOLE
NY REGISTRY SHS
Shares26.41K
TypeSH
Market value$52.55M
1.62%
Sole
26.41K
Shared
0.00
None
0.00

HOME DEPOT INC

SOLE
COM
Shares145K
TypeSH
Market value$51.14M
1.58%
Sole
145K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares92.50K
TypeSH
Market value$47.51M
1.46%
Sole
92.50K
Shared
0.00
None
0.00

OKTA INC

SOLE
CL A
Shares341.40K
TypeSH
Market value$46.58M
1.44%
Sole
341.40K
Shared
0.00
None
0.00

INTEL CORP

SOLE
COM
Shares303.04K
TypeSH
Market value$42.31M
1.30%
Sole
303.04K
Shared
0.00
None
0.00

STMICROELECTRONICS N V

SOLE
NY REGISTRY
Shares527.52K
TypeSH
Market value$39.51M
1.22%
Sole
527.52K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares70K
TypeSH
Market value$39.43M
1.21%
Sole
70K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares54.03K
TypeSH
Market value$39.07M
1.20%
Sole
54.03K
Shared
0.00
None
0.00

LIBERTY MEDIA CORP DEL

SOLE
COM LBTY ONE S C
Shares315.57K
TypeSH
Market value$30.02M
0.93%
Sole
315.57K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares420K
TypeSH
Market value$29.99M
0.92%
Sole
420K
Shared
0.00
None
0.00

ATLASSIAN CORPORATION

SOLE
CL A
Shares347.50K
TypeSH
Market value$27.03M
0.83%
Sole
347.50K
Shared
0.00
None
0.00
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