NISHKAMA CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GRAB | 2.88M | $10.55M |
 | SHLS | 1.99M | $13.12M |
 | RKT | 1.79M | $25.46M |
 | STM | 839K | $28.98M |
 | NU | 833K | $11.97M |
 | VNET | 670K | $5.62M |
 | CORZ | 646K | $9.66M |
 | FIGR | 543K | $18.43M |
 | WMB | 499K | $36.32M |
 | GDS | 498K | $20.07M |
 | CPNG | 479K | $9.04M |
 | PICS | 464K | $4.85M |
 | EQT | 373K | $23.71M |
 | ARRY | 303K | $2.19M |
 | IMAX | 297K | $11.28M |
 | WRBY | 261K | $5.51M |
 | W | 243K | $18.31M |
 | FWONK | 180K | $15.32M |
 | AMZN | 176K | $36.68M |
 | UBER | 167K | $12.01M |
Grab Holdings Limited
GRAB
Shares Held
2.88M
Value
$10.55M
Shoals Technologies Group, Inc.
SHLS
Shares Held
1.99M
Value
$13.12M
Rocket Companies, Inc.
RKT
Shares Held
1.79M
Value
$25.46M
STMicroelectronics N.V.
STM
Shares Held
839K
Value
$28.98M
Nu Holdings Ltd.
NU
Shares Held
833K
Value
$11.97M
VNET Group, Inc.
VNET
Shares Held
670K
Value
$5.62M
Core Scientific, Inc.
CORZ
Shares Held
646K
Value
$9.66M
Figure Technology Solutions, Inc. Class A Common Stock
FIGR
Shares Held
543K
Value
$18.43M
The Williams Companies, Inc.
WMB
Shares Held
499K
Value
$36.32M
GDS Holdings Limited
GDS
Shares Held
498K
Value
$20.07M
Coupang, Inc.
CPNG
Shares Held
479K
Value
$9.04M
PicS N.V.
PICS
Shares Held
464K
Value
$4.85M
EQT Corporation
EQT
Shares Held
373K
Value
$23.71M
Array Technologies, Inc.
ARRY
Shares Held
303K
Value
$2.19M
IMAX Corporation
IMAX
Shares Held
297K
Value
$11.28M
Warby Parker Inc.
WRBY
Shares Held
261K
Value
$5.51M
Wayfair Inc.
W
Shares Held
243K
Value
$18.31M
Liberty Media Corporation
FWONK
Shares Held
180K
Value
$15.32M
Amazon.com, Inc.
AMZN
Shares Held
176K
Value
$36.68M
Uber Technologies, Inc.
UBER
Shares Held
167K
Value
$12.01M