Nishkama Capital, LLC
CIK 1633799
13F filing for Q2 2026・No. 1,225
- Holdings
- US$3.25B
- Quarter change
- +US$1.66B
- Entries
- 61
- Net bought (estimate)
- +US$12.07M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 21
- Cut 9
- Added 9
- Corporate actions 0
- Unchanged 0
Largest holdings
34 stocks worth US$886.18M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| EQIXEQUINIX INCCOM | Cut | 108,800 | US$113.41M | 12.80% |
| AMDAMDCOM | Added | 159,888 | US$92.88M | 10.48% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Added | 75,373 | US$72.73M | 8.21% |
| VRSNVERISIGN INCCOM | Added | 218,352 | US$54.93M | 6.20% |
| INTCINTEL CORPCOM | New | 303,043 | US$42.31M | 4.77% |
| STMSTMICROELECTRONICS N VNY REGISTRY | Cut | 527,522 | US$39.51M | 4.46% |
| AMATAPPLIED MATLS INCCOM | Cut | 54,033 | US$39.07M | 4.41% |
| FWONKLIBERTY MEDIA CORP DELCOM LBTY ONE S C | Added | 315,569 | US$30.02M | 3.39% |
| ASMLASML HLDG NVNY REGISTRY SHS | Cut | 12,915 | US$25.69M | 2.90% |
| WMBWILLIAMS COS INCCOM | Cut | 345,109 | US$25.66M | 2.90% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.