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

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

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 NOK; Country of operation —; Class SPONSORED ADR; Shares before 0.
Q1 2026: Stock BIDU; Country of operation —; Class SPON ADR REP A; Shares before 0.
Q1 2026: Stock ARM; Country of operation —; Class SPONSORED ADS; Shares before 0.
Q1 2026: Stock VNET; Country of operation —; Class SPONSORED ADS A; Shares before 0.

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.

Quarter	Stock	Country of operation	Class	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	NOK NOKIA CORP		SPONSORED ADR	1,041,758	+1,041,758	$0	$13,834,546	+$13,834,546	2026-08-14
Q1 2026	BIDU BAIDU INC		SPON ADR REP A	83,831	+83,831	$0	$9,340,450	+$9,340,450	2026-05-15
Q1 2026	ARM ARM HOLDINGS PLC		SPONSORED ADS	42,000	+42,000	$0	$6,353,760	+$6,353,760	2026-05-15
Q1 2026	VNET VNET GROUP INC		SPONSORED ADS A	670,112	+670,112	$0	$5,622,240	+$5,622,240	2026-05-15
Q4 2025	TSM TAIWAN SEMICONDUCTOR MFG LTD		SPONSORED ADS	91,740	+91,740	$0	$27,878,869	+$27,878,869	2026-02-17
Q4 2025	SE SEA LTD	Singapore	SPONSORD ADS	104,000	+104,000	$0	$13,267,280	+$13,267,280	2026-02-17
Q3 2025	GDS GDS HLDGS LTD		SPONSORED ADS	724,479	+724,479	$0	$28,037,337	+$28,037,337	2025-11-14
Q3 2025	PDD PDD HOLDINGS INC		SPONSORED ADS	67,162	+67,162	$0	$8,876,802	+$8,876,802	2025-11-14
Q3 2025	SONY SONY GROUP CORP		SPONSORED ADR	300,667	+300,667	$0	$8,656,203	+$8,656,203	2025-11-14
Q2 2025	BEKE KE HLDGS INC		SPONSORED ADS	504,117	+504,117	$0	$8,943,036	+$8,943,036	2025-08-14
Q2 2025	NOK NOKIA CORP		SPONSORED ADR	700,000	+700,000	$0	$3,626,000	+$3,626,000	2025-08-14
Q4 2024	SIMO SILICON MOTION TECHNOLOGY CO		SPONSORED ADR	36,825	+36,825	$0	$1,990,391	+$1,990,391	2025-02-14
Q3 2024	TCOM TRIP COM GROUP LTD		ADS	216,169	+216,169	$0	$12,846,924	+$12,846,924	2024-11-14
Q3 2024	BEKE KE HLDGS INC		SPONSORED ADS	454,012	+454,012	$0	$9,039,379	+$9,039,379	2024-11-14
Q3 2024	BIDU BAIDU INC		SPON ADR REP A	40,000	+40,000	$0	$4,211,600	+$4,211,600	2024-11-14
Q3 2024	VALE VALE S A		SPONSORED ADS	238,150	+238,150	$0	$2,781,592	+$2,781,592	2024-11-14
Q2 2024	JD JD.COM INC		SPON ADS CL A	686,889	+686,889	$0	$17,749,212	+$17,749,212	2024-08-14
Q1 2024	TSM TAIWAN SEMICONDUCTOR MFG LTD		SPONSORED ADS	83,842	+83,842	$0	$11,406,704	+$11,406,704	2024-05-15

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