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

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

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Nishkama Capital, LLC opened 271 positions, added to 98, reduced 109 and sold out of 291.

  • Q2 2026: Stock AMZN; Country of operation United States; Class COM; Shares before 176,122.
  • Q2 2026: Stock ASML; Country of operation —; Class N Y REGISTRY SHS; Shares before 23,560.
  • Q2 2026: Stock RKT; Country of operation United States; Class COM CL A; Shares before 1,786,841.
  • Q2 2026: Stock TXN; Country of operation United States; Class COM; Shares before 128,805.

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 2026AMZN
AMAZON COM INC
United StatesCOM176,1220-176,122$36,680,929$0-$36,680,9292026-08-14
Q2 2026ASML
ASML HLDG NV
N Y REGISTRY SHS23,5600-23,560$31,118,755$0-$31,118,7552026-08-14
Q2 2026RKT
ROCKET COS INC
United StatesCOM CL A1,786,8410-1,786,841$25,462,484$0-$25,462,4842026-08-14
Q2 2026TXN
TEXAS INSTRS INC
United StatesCOM128,8050-128,805$25,006,203$0-$25,006,2032026-08-14
Q2 2026FIGR
FIGURE TECHNOLOGY SOLUTIO
COM CL A542,9210-542,921$18,432,168$0-$18,432,1682026-08-14
Q2 2026W
WAYFAIR INC
United StatesCL A243,4000-243,400$18,306,114$0-$18,306,1142026-08-14
Q2 2026COHR
COHERENT CORP
United StatesCOM66,2760-66,276$15,787,606$0-$15,787,6062026-08-14
Q2 2026ZM
ZOOM COMMUNICATIONS INC
United StatesCL A158,0000-158,000$12,701,620$0-$12,701,6202026-08-14
Q2 2026BE
BLOOM ENERGY CORP
United StatesCOM CL A92,6210-92,621$12,549,219$0-$12,549,2192026-08-14
Q2 2026TSEM
TOWER SEMICONDUCTOR LTD
SHS NEW69,2250-69,225$12,147,603$0-$12,147,6032026-08-14
Q2 2026UBER
UBER TECHNOLOGIES INC
United StatesCOM166,9400-166,940$12,007,994$0-$12,007,9942026-08-14
Q2 2026NU
NU HLDGS LTD
ORD SHS CL A832,8560-832,856$11,968,141$0-$11,968,1412026-08-14
Q2 2026IMAX
IMAX CORP
COM296,7950-296,795$11,281,178$0-$11,281,1782026-08-14
Q2 2026GRAB
GRAB HOLDINGS LIMITED
CLASS A ORD2,882,6260-2,882,626$10,550,411$0-$10,550,4112026-08-14
Q2 2026AKAM
AKAMAI TECHNOLOGIES INC
United StatesCOM78,9050-78,905$9,062,239$0-$9,062,2392026-08-14
Q2 2026CPNG
COUPANG INC
United StatesCL A479,0180-479,018$9,043,860$0-$9,043,8602026-08-14
Q2 2026WRBY
WARBY PARKER INC
United StatesCL A COM261,4420-261,442$5,508,583$0-$5,508,5832026-08-14
Q2 2026PICS
PICS NV
COM CL A463,6450-463,645$4,845,090$0-$4,845,0902026-08-14
Q2 2026ARRY
ARRAY TECHNOLOGIES INC
United StatesCOM SHS302,6060-302,606$2,187,841$0-$2,187,8412026-08-14

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