Stock Taper 
NISHKAMA CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MKS Inc. | MKSI | 8.6K | $3.83M |
 Sandisk Corporation | SNDK | 11.18K | $25.42M |
 ASML Holding N.V. | ASML | 12.91K | $25.69M |
 AppLovin Corporation | APP | 29.17K | $15.03M |
 Western Digital Corporation | WDC | 31.29K | $19.99M |
 MongoDB, Inc. | MDB | 49.55K | $16.64M |
 Lam Research Corporation | LRCX | 52.98K | $22.96M |
 United Airlines Holdings, Inc. | UAL | 53.2K | $7.23M |
 Applied Materials, Inc. | AMAT | 54.03K | $39.07M |
 Twilio Inc. | TWLO | 59.42K | $12.26M |
 CDW Corporation | CDW | 70.31K | $9.89M |
 Okta, Inc. | OKTA | 71.41K | $9.74M |
 Seagate Technology Holdings plc | STX | 75.37K | $72.73M |
 Baidu, Inc. | BIDU | 89.83K | $10.27M |
 TTM Technologies, Inc. | TTMI | 105.98K | $19.82M |
 Equinix, Inc. | EQIX | 108.8K | $113.41M |
 Reddit, Inc. | RDDT | 115.71K | $20.08M |
 Entegris, Inc. | ENTG | 116.07K | $20.88M |
 Advanced Micro Devices, Inc. | AMD | 159.89K | $92.88M |
 VeriSign, Inc. | VRSN | 218.35K | $54.93M |