0001493152-23-028263.txt : 20230814 0001493152-23-028263.hdr.sgml : 20230814 20230814141521 ACCESSION NUMBER: 0001493152-23-028263 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231168577 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 06-30-2023 06-30-2023 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 08-14-2023 0 52 747159793 INFORMATION TABLE 2 infotable.xml 1 800 FLOWERS COM INC CL A 68243Q106 1075760 137918 SH SOLE 137918 0 0 ACV AUCTIONS INC COM CL A 00091G104 3853870 223154 SH SOLE 223154 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 13568984 27749 SH SOLE 27749 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 3422930 7000 SH Put SOLE 7000 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 21288046 236876 SH SOLE 236876 0 0 AMAZON COM INC COM 023135106 70049467 537354 SH SOLE 537354 0 0 AMAZON COM INC COM 023135106 41676092 319700 SH Call SOLE 319700 0 0 APPLIED MATLS INC COM 038222105 14198164 98230 SH SOLE 98230 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 7564220 334700 SH SOLE 334700 0 0 BARNES & NOBLE ED INC COM 06777U101 649719 515650 SH SOLE 515650 0 0 BILL HOLDINGS INC COM 090043100 3377432 28904 SH SOLE 28904 0 0 CELESTICA INC SUB VTG SHS 15101Q108 11270125 777250 SH SOLE 777250 0 0 CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100 328871 277528 SH SOLE 277528 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 1727134 11048 SH SOLE 11048 0 0 DATADOG INC CL A COM 23804L103 36641631 372450 SH SOLE 372450 0 0 DIGITAL TURBINE INC COM NEW 25400W102 2371615 255562 SH SOLE 255562 0 0 DIGITAL TURBINE INC COM NEW 25400W102 7136320 769000 SH Call SOLE 769000 0 0 ENGAGESMART INC COMMON STOCK 29283F103 5644760 295692 SH SOLE 295692 0 0 ENTEGRIS INC COM 29362U104 10220485 92226 SH SOLE 92226 0 0 FABRINET SHS G3323L100 1037481 7988 SH SOLE 7988 0 0 FARFETCH LTD ORD SH CL A 30744W107 14441078 2390907 SH SOLE 2390907 0 0 FIVE9 INC COM 338307101 22338014 270928 SH SOLE 270928 0 0 FLEX LTD ORD Y2573F102 23738835 858858 SH SOLE 858858 0 0 GENIUS SPORTS LIMITED SHARES CL A G3934V109 3359969 542806 SH SOLE 542806 0 0 HASBRO INC COM 418056107 3609308 55725 SH SOLE 55725 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 25120560 68000 SH Put SOLE 68000 0 0 JABIL INC COM 466313103 7262718 67291 SH SOLE 67291 0 0 META PLATFORMS INC CL A 30303M102 10915571 38036 SH SOLE 38036 0 0 META PLATFORMS INC CL A 30303M102 3443760 12000 SH Put SOLE 12000 0 0 MICRON TECHNOLOGY INC COM 595112103 7882818 124906 SH SOLE 124906 0 0 MICROSOFT CORP COM 594918104 33661017 98846 SH SOLE 98846 0 0 MONGODB INC CL A 60937P106 24851332 60467 SH SOLE 60467 0 0 MONGODB INC CL A 60937P106 3493415 8500 SH Put SOLE 8500 0 0 NETFLIX INC COM 64110L106 24639249 55936 SH SOLE 55936 0 0 NETFLIX INC COM 64110L106 3567969 8100 SH Put SOLE 8100 0 0 NVIDIA CORPORATION COM 67066G104 16576885 39187 SH SOLE 39187 0 0 NVIDIA CORPORATION COM 67066G104 15228720 36000 SH Put SOLE 36000 0 0 PAYMENTUS HOLDINGS INC COM CL A 70439P108 1431577 135566 SH SOLE 135566 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 3501042 50637 SH SOLE 50637 0 0 PRIMORIS SVCS CORP COM 74164F103 5279781 173278 SH SOLE 173278 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 1274312 119206 SH SOLE 119206 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1710706 27650 SH SOLE 27650 0 0 SHOPIFY INC CL A 82509L107 20519932 317646 SH SOLE 317646 0 0 SHOPIFY INC CL A 82509L107 4199000 65000 SH Put SOLE 65000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 88656000 200000 SH Put SOLE 200000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 41131304 256190 SH SOLE 256190 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 7577960 47200 SH Put SOLE 47200 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 37539616 371974 SH SOLE 371974 0 0 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 2371415 321330 SH SOLE 321330 0 0 UBER TECHNOLOGIES INC COM 90353T100 21541830 499000 SH SOLE 499000 0 0 WHIRLPOOL CORP COM 963320106 3798460 25529 SH SOLE 25529 0 0 XOMETRY INC CLASS A COM 98423F109 5392534 254605 SH SOLE 254605 0 0