NISHKAMA CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HPE | 2.23M | $54.80M |
 | UWMC | 1.36M | $8.29M |
 | WULF | 1.15M | $13.11M |
 | BE | 968K | $81.86M |
 | RKT | 960K | $18.60M |
 | HUT | 808K | $28.14M |
 | GDS | 724K | $28.04M |
 | CFLT | 601K | $11.91M |
 | PTON | 525K | $4.73M |
 | FLNC | 501K | $5.41M |
 | BEKE | 489K | $9.29M |
 | KMI | 464K | $13.14M |
 | AES | 450K | $5.92M |
 | U | 447K | $17.91M |
 | CHWY | 433K | $17.50M |
 | TIC | 428K | $5.70M |
 | NU | 366K | $5.85M |
 | CELH | 343K | $19.73M |
 | SONY | 301K | $8.66M |
 | ENVX | 300K | $2.99M |
Hewlett Packard Enterprise Company
HPE
Shares Held
2.23M
Value
$54.80M
UWM Holdings Corporation
UWMC
Shares Held
1.36M
Value
$8.29M
TeraWulf Inc.
WULF
Shares Held
1.15M
Value
$13.11M
Bloom Energy Corporation
BE
Shares Held
968K
Value
$81.86M
Rocket Companies, Inc.
RKT
Shares Held
960K
Value
$18.60M
Hut 8 Corp.
HUT
Shares Held
808K
Value
$28.14M
GDS Holdings Limited
GDS
Shares Held
724K
Value
$28.04M
Confluent, Inc.
CFLT
Shares Held
601K
Value
$11.91M
Peloton Interactive, Inc.
PTON
Shares Held
525K
Value
$4.73M
Fluence Energy, Inc.
FLNC
Shares Held
501K
Value
$5.41M
KE Holdings Inc.
BEKE
Shares Held
489K
Value
$9.29M
Kinder Morgan, Inc.
KMI
Shares Held
464K
Value
$13.14M
The AES Corporation
AES
Shares Held
450K
Value
$5.92M
Unity Software Inc.
U
Shares Held
447K
Value
$17.91M
Chewy, Inc.
CHWY
Shares Held
433K
Value
$17.50M
TIC Solutions, Inc.
TIC
Shares Held
428K
Value
$5.70M
Nu Holdings Ltd.
NU
Shares Held
366K
Value
$5.85M
Celsius Holdings, Inc.
CELH
Shares Held
343K
Value
$19.73M
Sony Group Corporation
SONY
Shares Held
301K
Value
$8.66M
Enovix Corporation
ENVX
Shares Held
300K
Value
$2.99M