account_balance
Investment manager · 13F filer · SEC CIK 1633799
Nishkama Capital, LLC
Reported value$886Mas of Jun 30, 2026
Positions34 16 new, 21 sold out
Top 10 weight60.5%EQIX alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EQIXEquinix Inc
12.8%Trimmed −18%
AMDAdvanced Micro Devices Inc
10.5%Added +71%
STXSeagate Technology Hldngs Pl
8.2%Added +50%
VRSNVerisign Inc
6.2%Added +815%
INTCIntel Corp
4.8%New
STMStmicroelectronics N V
4.5%Trimmed −37%
AMATApplied Matls Inc
4.4%Trimmed −36%
FWONKLiberty Media Corp
3.4%Added +75%
ASMLAsml HLDG NV
2.9%Trimmed −45%
WMBWilliams Cos Inc
2.9%Trimmed −31%
SNDKSandisk Corp
2.9%New
LRCXLam Research Corp
2.6%New
EQIXEquinix Inc
12.8%Trimmed −18%
AMDAdvanced Micro Devices Inc
10.5%Added +71%
STX8.2%VRSN6.2%INTC4.8%STM4.5%AMAT4.4%FWONK3.4%ASML2.9%WMB2.9%SNDK2.9%LRCX2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
EQIX Equinix Inc 12.8% Trimmed −18%AMD Advanced Micro Devices Inc 10.5% Added +71%STX Seagate Technology Hldngs Pl 8.2% Added +50%VRSN Verisign Inc 6.2% Added +815%INTC Intel Corp 4.8% NewSTM Stmicroelectronics N V 4.5% Trimmed −37%AMAT Applied Matls Inc 4.4% Trimmed −36%FWONK Liberty Media Corp 3.4% Added +75%ASML Asml HLDG NV 2.9% Trimmed −45%WMB Williams Cos Inc 2.9% Trimmed −31%SNDK Sandisk Corp 2.9% NewLRCX Lam Research Corp 2.6% New
What changed