13F-HR filed by Nishkama Capital, LLC
Nishkama Capital, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 61 holding rows worth $3,245,443,937.
- Accession
- 0001633799-26-000009
- Filer
- CIK 1633799
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 61 entries on the cover page, a total value of $3,245,443,937 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,245,443,937 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 | 721,000 | $538,421,170 | dollars as filed | put |
| INVESCO QQQ TR | 46090E103 | COM | 731,000 | $538,308,400 | dollars as filed | put |
| VANECK ETF TRUST | 92189F676 | COM | 310,000 | $203,325,900 | dollars as filed | put |
| ISHARES TR | 464287523 | COM | 260,000 | $166,597,600 | dollars as filed | put |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 368,800 | $131,798,056 | dollars as filed | put |
| EQUINIX INC COM | 29444U700 | REIT | 108,800 | $113,412,032 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 159,888 | $92,880,538 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 305,000 | $76,725,800 | dollars as filed | call |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 75,373 | $72,734,945 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 660,000 | $65,524,800 | dollars as filed | call |
| Visa Inc | 92826C839 | COM | 187,500 | $64,329,375 | dollars as filed | call |
| NVIDIA Corp | 67066G104 | COM | 321,200 | $64,268,908 | dollars as filed | put |
| Salesforce.com, Inc | 79466L302 | COM | 400,000 | $62,664,000 | dollars as filed | call |
| VERISIGN INC COM | 92343E102 | Stock | 218,352 | $54,928,629 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 146,500 | $54,647,430 | dollars as filed | call |
| Home Depot, Inc | 437076102 | COM | 145,000 | $51,138,600 | dollars as filed | call |
| MasterCard, Inc | 57636Q104 | COM | 92,500 | $47,508,000 | dollars as filed | call |
| Intel Corp | 458140100 | COM | 303,043 | $42,313,894 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 527,522 | $39,506,123 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 70,000 | $39,430,300 | dollars as filed | call |
| Applied Materials,Inc. | 038222105 | COM | 54,033 | $39,065,859 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 270,000 | $36,841,500 | dollars as filed | call |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 315,569 | $30,023,235 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 420,000 | $29,988,000 | dollars as filed | call |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 347,500 | $27,032,025 | dollars as filed | call |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 13,500 | $26,857,440 | dollars as filed | call |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 12,915 | $25,693,618 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 345,109 | $25,655,403 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 11,181 | $25,422,575 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 21,500 | $24,817,235 | dollars as filed | call |
| Lam Research Corporation | 512807306 | COM | 52,980 | $22,957,823 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 19,100 | $22,439,826 | dollars as filed | call |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 336,557 | $21,166,070 | dollars as filed | |
| ENTEGRIS INC COM | 29362U104 | Stock | 116,073 | $20,876,890 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 304,949 | $20,248,614 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 115,706 | $20,084,247 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 31,293 | $19,987,465 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 105,979 | $19,820,193 | dollars as filed | |
| VEECO INSTRS INC DEL COM | 922417100 | Stock | 248,464 | $18,833,571 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 348,633 | $18,536,817 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 77,500 | $18,471,350 | dollars as filed | put |
| MONGODB INC CL A | 60937P106 | Stock | 49,549 | $16,643,509 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 29,171 | $15,029,774 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 79,500 | $14,690,805 | dollars as filed | call |
| NOKIA CORP | 654902204 | SPONSORED ADR | 1,041,758 | $13,834,546 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 21,400 | $13,712,264 | dollars as filed | call |
| SHOALS TECHNOLOGIES GROUP INC CL A | 82489W107 | Stock | 1,284,065 | $12,712,244 | dollars as filed | |
| TWILIO INC CL A | 90138F102 | Stock | 59,422 | $12,260,541 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 469,798 | $12,022,131 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 13,300 | $11,412,198 | dollars as filed | call |
| ISHARES INC MSCI STH KOR ETF | 464286772 | MSCI STH KOR ETF | 52,000 | $10,498,800 | dollars as filed | call |
| BAIDU INC SPON ADR REP A | 056752108 | ADR | 89,830 | $10,266,671 | dollars as filed | |
| CDW CORP COM | 12514G108 | Stock | 70,309 | $9,888,258 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 71,405 | $9,743,212 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 19,800 | $9,713,088 | dollars as filed | call |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 27,200 | $8,102,608 | dollars as filed | call |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 265,928 | $7,985,818 | dollars as filed | |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | G11448100 | Stock | 477,300 | $7,574,751 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 53,200 | $7,234,668 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 8,600 | $3,825,280 | dollars as filed | |
| A2Z CUST2MATE SOLUTIONS CORP | 002205102 | COM | 516,927 | $3,008,515 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001633799-26-000009 | this filing | 2026-08-14 | acceptance time not in the bulk data set |