NISHKAMA CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 1.78M | $8.90M |
 | UWMC | 1.70M | $7.45M |
 | NU | 1.11M | $18.62M |
 | SHLS | 1.09M | $9.24M |
 | WULF | 1.02M | $11.71M |
 | TIC | 836K | $8.45M |
 | ENVX | 815K | $5.96M |
 | FIGR | 756K | $30.86M |
 | RKT | 629K | $12.19M |
 | GDS | 557K | $19.45M |
 | LBRT | 495K | $9.14M |
 | UPST | 487K | $21.30M |
 | WRBY | 481K | $10.48M |
 | AMZN | 321K | $74.10M |
 | ENTG | 321K | $27.02M |
 | WMB | 311K | $18.71M |
 | U | 271K | $11.96M |
 | Z | 266K | $18.16M |
 | NVDA | 247K | $46.03M |
 | BE | 242K | $21.06M |
Grab Holdings Limited
GRAB
Shares Held
1.78M
Value
$8.90M
UWM Holdings Corporation
UWMC
Shares Held
1.70M
Value
$7.45M
Nu Holdings Ltd.
NU
Shares Held
1.11M
Value
$18.62M
Shoals Technologies Group, Inc.
SHLS
Shares Held
1.09M
Value
$9.24M
TeraWulf Inc.
WULF
Shares Held
1.02M
Value
$11.71M
TIC Solutions, Inc.
TIC
Shares Held
836K
Value
$8.45M
Enovix Corporation
ENVX
Shares Held
815K
Value
$5.96M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
756K
Value
$30.86M
Rocket Companies, Inc.
RKT
Shares Held
629K
Value
$12.19M
GDS Holdings Limited
GDS
Shares Held
557K
Value
$19.45M
Liberty Energy Inc.
LBRT
Shares Held
495K
Value
$9.14M
Upstart Holdings, Inc.
UPST
Shares Held
487K
Value
$21.30M
Warby Parker Inc.
WRBY
Shares Held
481K
Value
$10.48M
Amazon.com, Inc.
AMZN
Shares Held
321K
Value
$74.10M
Entegris, Inc.
ENTG
Shares Held
321K
Value
$27.02M
The Williams Companies, Inc.
WMB
Shares Held
311K
Value
$18.71M
Unity Software Inc.
U
Shares Held
271K
Value
$11.96M
Zillow Group, Inc. Class C
Z
Shares Held
266K
Value
$18.16M
NVIDIA Corporation
NVDA
Shares Held
247K
Value
$46.03M
Bloom Energy Corporation
BE
Shares Held
242K
Value
$21.06M