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Nishkama Capital, LLC Historic Quarter Change: Foreign Stocks, Added

Nishkama Capital, LLC historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Nishkama Capital, LLC opened 18 positions, added to 6, reduced 9 and sold out of 18.

  • Q2 2026: Stock BIDU; Country of operation —; Class SPON ADR REP A; Shares before 83,831.
  • Q2 2025: Stock TSM; Country of operation —; Class SPONSORED ADS; Shares before 27,700.
  • Q1 2025: Stock SIMO; Country of operation —; Class SPONSORED ADR; Shares before 36,825.
  • Q4 2024: Stock BEKE; Country of operation —; Class SPONSORED ADS; Shares before 454,012.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1633799), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026BIDU
BAIDU INC
SPON ADR REP A83,83189,830+5,999$9,340,450$10,266,671+$926,2212026-08-14
Q2 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS27,700101,388+73,688$4,598,200$22,963,368+$18,365,1682025-08-14
Q1 2025SIMO
SILICON MOTION TECHNOLOGY CO
SPONSORED ADR36,82581,404+44,579$1,990,391$4,115,786+$2,125,3952025-05-14
Q4 2024BEKE
KE HLDGS INC
SPONSORED ADS454,0121,412,227+958,215$9,039,379$26,013,221+$16,973,8422025-02-14
Q4 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS76,04776,875+828$13,207,082$15,182,044+$1,974,9622025-02-14
Q3 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS50,10576,047+25,942$8,708,750$13,207,082+$4,498,3322024-11-14

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