13F-HR filed by Nishkama Capital, LLC
Nishkama Capital, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 49 holding rows worth $936,054,310.
- Accession
- 0001633799-25-000004
- Filer
- CIK 1633799
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 49 entries on the cover page, a total value of $936,054,310 stated on the cover page (in dollars after the unit check, H1), rows summing to $936,054,310 with VALUE read as dollars as filed, 13F file number 028-19253. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 236,600 | $132,351,674 | dollars as filed | put |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 520,000 | $86,320,000 | dollars as filed | call |
| Walmart Inc. | 931142103 | COM | 900,000 | $79,011,000 | dollars as filed | put |
| Adobe Inc | 00724F101 | COM | 161,100 | $61,786,683 | dollars as filed | call |
| Costco Wholesale Corporation | 22160K105 | COM | 60,000 | $56,746,800 | dollars as filed | put |
| ARISTA NETWORKS INC | 040413205 | COM | 499,600 | $38,709,008 | dollars as filed | put |
| TARGET CORP COM | 87612E106 | Stock | 360,000 | $37,569,600 | dollars as filed | call |
| PAYCHEX INC | 704326107 | COM | 222,300 | $34,296,444 | dollars as filed | put |
| TALEN ENERGY CORP COM | 87422Q109 | Stock | 161,483 | $32,243,311 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 156,600 | $31,240,134 | dollars as filed | put |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 1,676,300 | $31,162,417 | dollars as filed | call |
| WESTERN DIGITAL CORP | 958102105 | COM | 586,129 | $23,697,195 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 64,000 | $22,429,440 | dollars as filed | put |
| MasterCard, Inc | 57636Q104 | COM | 36,000 | $19,732,320 | dollars as filed | put |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 226,333 | $19,349,208 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 72,799 | $19,289,551 | dollars as filed | |
| Intel Corp | 458140100 | COM | 750,000 | $17,032,500 | dollars as filed | call |
| CARVANA CO CL A | 146869102 | Stock | 68,475 | $14,316,753 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 23,800 | $13,717,368 | dollars as filed | put |
| Salesforce.com, Inc | 79466L302 | COM | 48,092 | $12,905,969 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 63,500 | $12,081,510 | dollars as filed | put |
| MAPLEBEAR INC COM | 565394103 | Stock | 256,000 | $10,211,840 | dollars as filed | |
| PRIMORIS SVCS CORP COM | 74164F103 | Stock | 173,775 | $9,976,423 | dollars as filed | |
| FABRINET SHS | G3323L100 | Stock | 48,618 | $9,602,541 | dollars as filed | |
| CAESARS ENTERTAINMENT INC NE | 12769G100 | COM | 380,000 | $9,500,000 | dollars as filed | call |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 146,000 | $7,330,660 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 40,000 | $7,310,800 | dollars as filed | put |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 206,859 | $6,724,986 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 205,024 | $6,560,768 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 453,307 | $6,525,354 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 10,402 | $5,721,412 | dollars as filed | |
| URBAN OUTFITTERS INC | 917047102 | COM | 100,000 | $5,240,000 | dollars as filed | call |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 55,967 | $4,754,397 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 30,889 | $4,744,859 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 27,700 | $4,598,200 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 610,997 | $4,484,718 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 11,568 | $4,436,675 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 29,635 | $4,331,452 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 212,621 | $4,165,245 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 81,404 | $4,115,786 | dollars as filed | |
| IMAX CORP | 45245E109 | COM | 127,961 | $3,371,772 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 270,072 | $3,138,237 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 34,396 | $3,064,684 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 123,418 | $2,892,918 | dollars as filed | |
| UWM HOLDINGS CORPORATION COM CL A | 91823B109 | Stock | 374,053 | $2,042,329 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 163,598 | $1,974,628 | dollars as filed | |
| BLEND LABS INC | 09352U108 | CL A | 522,973 | $1,751,960 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 500,000 | $1,365,000 | dollars as filed | call |
| RIGETTI COMPUTING INC COMMON STOCK | 76655K103 | Stock | 16,134 | $127,781 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001633799-25-000004 | this filing | 2025-05-14 | acceptance time not in the bulk data set |