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Nishkama Capital, LLC Historic Quarter Change: Foreign Stocks, Sold Out

Nishkama Capital, LLC historic quarter change: Foreign Stocks, Sold out

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 TSM; Country of operation —; Class SPONSORED ADS; Shares before 55,842.
  • Q2 2026: Stock ARM; Country of operation —; Class SPONSORED ADS; Shares before 42,000.
  • Q2 2026: Stock VNET; Country of operation —; Class SPONSORED ADS A; Shares before 670,112.
  • Q1 2026: Stock SE; Country of operation Singapore; Class SPONSORD ADS; Shares before 104,000.

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 2026TSM
TAIWAN SEMICONDUCTOR MANUFAC
SPONSORED ADS55,8420-55,842$18,871,804$0-$18,871,8042026-08-14
Q2 2026ARM
ARM HOLDINGS PLC
SPONSORED ADS42,0000-42,000$6,353,760$0-$6,353,7602026-08-14
Q2 2026VNET
VNET GROUP INC
SPONSORED ADS A670,1120-670,112$5,622,240$0-$5,622,2402026-08-14
Q1 2026SE
SEA LTD
SingaporeSPONSORD ADS104,0000-104,000$13,267,280$0-$13,267,2802026-05-15
Q4 2025BEKE
KE HLDGS INC
SPONSORED ADS489,0370-489,037$9,291,703$0-$9,291,7032026-02-17
Q4 2025PDD
PDD HOLDINGS INC
SPONSORED ADS67,1620-67,162$8,876,802$0-$8,876,8022026-02-17
Q4 2025SONY
SONY GROUP CORP
SPONSORED ADR300,6670-300,667$8,656,203$0-$8,656,2032026-02-17
Q3 2025TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS101,3880-101,388$22,963,368$0-$22,963,3682025-11-14
Q3 2025NOK
NOKIA CORP
SPONSORED ADR700,0000-700,000$3,626,000$0-$3,626,0002025-11-14
Q2 2025SIMO
SILICON MOTION TECHNOLOGY CO
SPONSORED ADR81,4040-81,404$4,115,786$0-$4,115,7862025-08-14
Q1 2025BEKE
KE HLDGS INC
SPONSORED ADS1,412,2270-1,412,227$26,013,221$0-$26,013,2212025-05-14
Q4 2024TCOM
TRIP COM GROUP LTD
ADS216,1690-216,169$12,846,924$0-$12,846,9242025-02-14
Q4 2024BIDU
BAIDU INC
SPON ADR REP A40,0000-40,000$4,211,600$0-$4,211,6002025-02-14
Q4 2024VALE
VALE S A
SPONSORED ADS238,1500-238,150$2,781,592$0-$2,781,5922025-02-14
Q4 2024JD
JD.COM INC
SPON ADS CL A56,5470-56,547$2,261,880$0-$2,261,8802025-02-14
Q2 2024TCOM
TRIP COM GROUP LTD
ADS44,2520-44,252$1,942,220$0-$1,942,2202024-08-14
Q1 2024SE
SEA LTD
SingaporeSPONSORD ADS45,9090-45,909$1,859,314$0-$1,859,3142024-05-15
Q1 2024BIDU
BAIDU INC
SPON ADR REP A12,0000-12,000$1,429,080$0-$1,429,0802024-05-15

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