0001493152-23-004644.txt : 20230214 0001493152-23-004644.hdr.sgml : 20230214 20230214091846 ACCESSION NUMBER: 0001493152-23-004644 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nishkama Capital, LLC CENTRAL INDEX KEY: 0001633799 IRS NUMBER: 462212693 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19253 FILM NUMBER: 23623331 BUSINESS ADDRESS: STREET 1: 9 THE ENCLAVE CITY: DORADO STATE: PR ZIP: 00646 BUSINESS PHONE: 917-741-3814 MAIL ADDRESS: STREET 1: 9 THE ENCLAVE CITY: DORADO STATE: PR ZIP: 00646 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001633799 XXXXXXXX 12-31-2022 12-31-2022 false Nishkama Capital, LLC

9 THE ENCLAVE DORADO PR 00646

13F HOLDINGS REPORT 028-19253 000170322 801-113336 N Eric Salzman 646-619-3629 /s/ Eric Salzman Rhinebeck NY 02-14-2023 0 47 299678099 INFORMATION TABLE 2 infotable.xml 8X8 INC NEW COM 282914100 3451092 798864 SH SOLE 798864 0 0 AES CORP COM 00130H105 13801378 479881 SH SOLE 479881 0 0 ALTERYX INC COM CL A 02156B103 1479564 29200 SH SOLE 29200 0 0 ANALOG DEVICES INC COM 032654105 1282387 7818 SH SOLE 7818 0 0 APPLIED MATLS INC COM 038222105 2782049 28569 SH SOLE 28569 0 0 AZUL S A SPONSR ADR PFD 05501U106 747192 122290 SH SOLE 122290 0 0 BARNES & NOBLE ED INC COM 06777U101 1891748 1080999 SH SOLE 1080999 0 0 BLACKBAUD INC COM 09227Q100 1606113 27287 SH SOLE 27287 0 0 BLACKLINE INC COM 09239B109 12514373 186032 SH SOLE 186032 0 0 BWX TECHNOLOGIES INC COM 05605H100 1130934 19472 SH SOLE 19472 0 0 CLARIVATE PLC ORD SHS G21810109 867360 104000 SH SOLE 104000 0 0 CONSOLIDATED COMM HLDGS INC COM 209034107 1955242 546157 SH SOLE 546157 0 0 COSTAR GROUP INC COM 22160N109 5719106 74005 SH SOLE 74005 0 0 DESPEGAR COM CORP ORD SHS G27358103 1477378 287988 SH SOLE 287988 0 0 ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 8825041 391528 SH SOLE 391528 0 0 ENTEGRIS INC COM 29362U104 11631140 177331 SH SOLE 177331 0 0 FIVE9 INC COM 338307101 44471983 655349 SH SOLE 655349 0 0 FLEX LTD ORD Y2573F102 49408023 2302331 SH SOLE 2302331 0 0 FLEX LTD ORD Y2573F102 3646054 169900 SH Call SOLE 169900 0 0 FRESHWORKS INC CLASS A COM 358054104 440800 29966 SH SOLE 29966 0 0 FRONTDOOR INC COM 35905A109 1684322 80977 SH SOLE 80977 0 0 GENERAL ELECTRIC CO COM NEW 369604301 1297656 15487 SH SOLE 15487 0 0 GENTEX CORP COM 371901109 1361237 49917 SH SOLE 49917 0 0 GITLAB INC CLASS A COM 37637K108 16914040 372228 SH SOLE 372228 0 0 MARVELL TECHNOLOGY INC COM 573874104 6473296 174765 SH SOLE 174765 0 0 META PLATFORMS INC CL A 30303M102 6896565 57309 SH SOLE 57309 0 0 MICROSOFT CORP COM 594918104 2991275 12473 SH SOLE 12473 0 0 MONGODB INC CL A 60937P106 35659731 181161 SH SOLE 181161 0 0 NEOGAMES S A SHS L6673X107 348732 28608 SH SOLE 28608 0 0 NETFLIX INC COM 64110L106 20031493 67931 SH SOLE 67931 0 0 NVIDIA CORPORATION COM 67066G104 5626390 38500 SH SOLE 38500 0 0 OKTA INC CL A 679295105 1366600 20000 SH SOLE 20000 0 0 PAYMENTUS HOLDINGS INC COM CL A 70439P108 608191 75929 SH SOLE 75929 0 0 PINDUODUO INC SPONSORED ADS 722304102 2854250 35000 SH SOLE 35000 0 0 QORVO INC COM 74736K101 1252826 13822 SH SOLE 13822 0 0 RAPID7 INC COM 753422104 327601 9641 SH SOLE 9641 0 0 REDFIN CORP COM 75737F108 3638102 858043 SH SOLE 858043 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 1125456 12350 SH SOLE 12350 0 0 SMARTSHEET INC COM CL A 83200N103 2807509 71329 SH SOLE 71329 0 0 SNAP INC CL A 83304A106 644400 72000 SH SOLE 72000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 4729263 59902 SH SOLE 59902 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4252411 57087 SH SOLE 57087 0 0 TERADYNE INC COM 880770102 1397600 16000 SH SOLE 16000 0 0 VARONIS SYS INC COM 922280102 1349905 56387 SH SOLE 56387 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1894120 187166 SH SOLE 187166 0 0 XOMETRY INC CLASS A COM 98423F109 1465627 45474 SH SOLE 45474 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 1550545 51496 SH SOLE 51496 0 0