Stock Taper 
NISHKAMA CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Seagate Technology Holdings plc | STX | 75.37K | $72.73M |
 Okta, Inc. | OKTA | 71.41K | $9.74M |
 CDW Corporation | CDW | 70.31K | $9.89M |
 Twilio Inc. | TWLO | 59.42K | $12.26M |
 Applied Materials, Inc. | AMAT | 54.03K | $39.07M |
 United Airlines Holdings, Inc. | UAL | 53.2K | $7.23M |
 Lam Research Corporation | LRCX | 52.98K | $22.96M |
 MongoDB, Inc. | MDB | 49.55K | $16.64M |
 Western Digital Corporation | WDC | 31.29K | $19.99M |
 AppLovin Corporation | APP | 29.17K | $15.03M |
 ASML Holding N.V. | ASML | 12.91K | $25.69M |
 Sandisk Corporation | SNDK | 11.18K | $25.42M |
 MKS Inc. | MKSI | 8.6K | $3.83M |