Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nishkama Capital, LLC (CIK 1633799) reported $3.25B across 34 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($538.3M, 16.59%), SPY ($538.4M, 16.59%), SMH ($203.3M, 6.26%), SOXX ($180.3M, 5.56%), GOOGL ($131.8M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $538.3M | 16.59% | 731,000 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $538.4M | 16.59% | 721,000 | Added |
| 3 | SMH | VANECK ETF TRUST | $203.3M | 6.26% | 310,000 | Trimmed |
| 4 | SOXX | ISHARES TR | $180.3M | 5.56% | 281,400 | New |
| 5 | GOOGL | ALPHABET INC | $131.8M | 4.06% | 368,800 | Added |
| 6 | VRSN | VERISIGN INC | $131.7M | 4.06% | 523,352 | Added |
| 7 | EQIX | EQUINIX INC | $113.4M | 3.49% | 108,800 | Trimmed |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $92.9M | 2.86% | 159,888 | Added |
| 9 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $72.7M | 2.24% | 75,373 | Added |
| 10 | NOW | SERVICENOW INC | $65.5M | 2.02% | 660,000 | New |
| 11 | V | VISA INC | $64.3M | 1.98% | 187,500 | New |
| 12 | NVDA | NVIDIA CORPORATION | $64.3M | 1.98% | 321,200 | New |
| 13 | CRM | SALESFORCE INC | $62.7M | 1.93% | 400,000 | New |
| 14 | MSFT | MICROSOFT CORP | $54.6M | 1.68% | 146,500 | New |
| 15 | ASML | ASML HLDG NV | $52.6M | 1.62% | 26,415 | Added |
| 16 | HD | HOME DEPOT INC | $51.1M | 1.58% | 145,000 | New |
| 17 | MA | MASTERCARD INCORPORATED | $47.5M | 1.46% | 92,500 | New |
| 18 | OKTA | OKTA INC | $46.6M | 1.44% | 341,405 | New |
| 19 | INTC | INTEL CORP | $42.3M | 1.30% | 303,043 | New |
| 20 | STM | STMICROELECTRONICS N V | $39.5M | 1.22% | 527,522 | Trimmed |
| 21 | META | META PLATFORMS INC | $39.4M | 1.21% | 70,000 | New |
| 22 | AMAT | APPLIED MATLS INC | $39.1M | 1.20% | 54,033 | Trimmed |
| 23 | FWONK | LIBERTY MEDIA CORP DEL | $30.0M | 0.93% | 315,569 | Added |
| 24 | NFLX | NETFLIX INC. | $30.0M | 0.92% | 420,000 | New |
| 25 | TEAM | ATLASSIAN CORPORATION | $27.0M | 0.83% | 347,500 | New |
Source: SEC Form 13F filings · as of 2026-06-30