Skip to content
Disclosery

13F-HR filed by Nishkama Capital, LLC

Nishkama Capital, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 67 holding rows worth $2,739,128,541.

Accession
0001633799-25-000011
Filer
CIK 1633799
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 67 entries on the cover page, a total value of $2,739,128,541 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,739,128,541 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 filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS877,300$542,039,805dollars as filedput
CHIPOTLEMEXICANGRILLI169656105STOK4,000,700$224,639,305dollars as filedcall
iShares Russell 2000 ETF464287655SHS796,500$171,876,735dollars as filedput
Amazon.com, Inc023135106COM607,500$133,279,425dollars as filedcall
NVIDIA Corp67066G104COM758,500$119,835,415dollars as filedcall
Microsoft Corp594918104COM224,000$111,419,840dollars as filedcall
INVESCO QQQ TR46090E103COM195,500$107,845,620dollars as filedput
Alphabet Inc. Reg. Shares A02079K305COM395,000$69,610,850dollars as filedcall
MasterCard, Inc57636Q104COM111,500$62,656,310dollars as filedput
REDDIT INC CL A75734B100Stock390,000$58,722,300dollars as filedcall
LAS VEGAS SANDS CORP COM517834107Stock1,277,100$55,566,621dollars as filedcall
Visa Inc92826C839COM150,000$53,257,500dollars as filedput
REDDIT INC CL A75734B100Stock320,354$48,235,702dollars as filed
VISTRA CORP COM92840M102Stock245,424$47,565,625dollars as filed
META PLATFORMS INC CL A30303M102COM63,200$46,647,288dollars as filedcall
Citigroup Inc.172967424COM540,000$45,964,800dollars as filedcall
COINBASE GLOBAL INC COM CL A19260Q107Stock120,400$42,198,996dollars as filedcall
LEMONADEINC52567D107STOK955,500$41,860,455dollars as filedcall
CAPITAL ONE FINL CORP14040H105COM195,000$41,488,200dollars as filedcall
Microsoft Corp594918104COM77,038$38,319,472dollars as filed
NVIDIA Corp67066G104COM241,449$38,146,528dollars as filed
DATADOGINCCLASSA23804L103STOK268,500$36,067,605dollars as filedcall
CELSIUS HLDGS INC15118V207COM NEW776,928$36,041,690dollars as filed
UNITY SOFTWARE INC COM91332U101Stock1,330,500$32,198,100dollars as filedcall
ROBINHOOD MKTS INC770700102COM337,000$31,553,310dollars as filedcall
CELSIUS HLDGS INC15118V207COM NEW662,000$30,710,180dollars as filedcall
DATADOGINCCLASSA23804L103STOK216,600$29,095,878dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF501,000$24,168,240dollars as filedcall
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS101,388$22,963,368dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS435,000$22,780,950dollars as filedcall
COINBASE GLOBAL INC COM CL A19260Q107Stock55,620$19,494,254dollars as filed
Amazon.com, Inc023135106COM87,860$19,275,605dollars as filed
LAS VEGAS SANDS CORP COM517834107Stock441,600$19,214,016dollars as filed
ROBINHOOD MKTS INC770700102COM201,850$18,899,216dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK435,655$18,567,616dollars as filed
CARVANA CO CL A146869102Stock54,600$18,398,016dollars as filed
UNITY SOFTWARE INC COM91332U101Stock750,854$18,170,667dollars as filed
APPLOVIN CORP COM CL A03831W108Stock50,426$17,653,134dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock214,149$16,690,773dollars as filed
MAPLEBEAR INC COM565394103Stock348,924$15,785,322dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock48,000$15,492,480dollars as filed
ARISTA NETWORKS INC040413205COM141,157$14,441,773dollars as filed
FIVE9 INC338307101COM522,211$13,828,147dollars as filed
ELASTIC N V ORD SHSN14506104Stock153,648$12,957,136dollars as filed
GITLAB INC CLASS A COM37637K108Stock286,200$12,910,482dollars as filedcall
AFFIRM HLDGS INC COM CL A00827B106Stock178,003$12,307,127dollars as filed
TALEN ENERGY CORP COM87422Q109Stock34,508$10,033,891dollars as filed
META PLATFORMS INC CL A30303M102COM13,578$10,021,786dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock104,800$9,962,288dollars as filed
Salesforce.com, Inc79466L302COM34,700$9,462,343dollars as filed
KE HLDGS INC SPONSORED ADS482497104ADR504,117$8,943,036dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK128,200$7,198,430dollars as filed
CORE SCIENTIFIC INC NEW21874A106COM367,000$6,264,690dollars as filedcall
ENOVIX CORPORATION COM293594107Stock543,264$5,617,350dollars as filed
Oracle Corporation68389X105COM25,185$5,506,197dollars as filed
BLOOM ENERGY CORP093712107COM200,000$4,784,000dollars as filed
UPSTARTHLDGSINC91680M107STOK72,000$4,656,960dollars as filed
LULULEMON ATHLETICA INC550021109COM17,800$4,228,924dollars as filed
NOKIA CORP654902204SPONSORED ADR700,000$3,626,000dollars as filed
WARBY PARKER INC93403J106CL A COM155,062$3,400,510dollars as filed
PELOTON INTERACTIVE INC70614W100CL A COM479,100$3,324,954dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock74,700$3,238,245dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock8,800$3,084,312dollars as filedput
INVESCO QQQ TR46090E103COM2,945$1,624,580dollars as filed
iShares Russell 2000 ETF464287655SHS6,987$1,507,725dollars as filed
IMAX CORP45245E109COM50,000$1,398,000dollars as filed
ROCKET COS INC77311W101COM CL A28,381$402,443dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001633799-25-000011this filing2025-08-14acceptance time not in the bulk data set