0001493152-24-019993.txt : 20240515 0001493152-24-019993.hdr.sgml : 20240515 20240515170849 ACCESSION NUMBER: 0001493152-24-019993 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nishkama Capital, LLC CENTRAL INDEX KEY: 0001633799 ORGANIZATION NAME: 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: 24952461 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 03-31-2024 03-31-2024 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 05-15-2024 0 91 1262938843 INFORMATION TABLE 2 infotable.xml ACV AUCTIONS INC COM CL A 00091G104 3168601 168812 SH SOLE 168812 0 0 ADT INC DEL COM 00090Q103 3191536 474931 SH SOLE 474931 0 0 AES CORP COM 00130H105 12209971 680980 SH SOLE 680980 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 15156467 139357 SH SOLE 139357 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 10360071 143174 SH SOLE 143174 0 0 ALPHABET INC CAP STK CL A 02079K305 29333698 194353 SH SOLE 194353 0 0 AMAZON COM INC COM 023135106 36794634 203984 SH SOLE 203984 0 0 APPLE INC COM 037833100 29840264 174016 SH SOLE 174016 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 2085909 139900 SH SOLE 139900 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 12118259 12487 SH SOLE 12487 0 0 AUTONATION INC COM 05329W102 2135320 12896 SH SOLE 12896 0 0 BEYOND INC COM 690370101 6192249 172438 SH SOLE 172438 0 0 BLACKLINE INC COM 09239B109 4520600 70000 SH SOLE 70000 0 0 BRUNSWICK CORP COM 117043109 2248240 23293 SH SOLE 23293 0 0 CAMPBELL SOUP CO COM 134429109 2154625 48473 SH SOLE 48473 0 0 CARVANA CO CL A 146869102 16449368 187116 SH SOLE 187116 0 0 CHEWY INC CL A 16679L109 1763767 110859 SH SOLE 110859 0 0 COHERENT CORP COM 19247G107 2460808 40594 SH SOLE 40594 0 0 CONAGRA BRANDS INC COM 205887102 2175576 73400 SH SOLE 73400 0 0 CONFLUENT INC CLASS A COM 20717M103 28371636 929608 SH SOLE 929608 0 0 COSTAR GROUP INC COM 22160N109 4057200 42000 SH SOLE 42000 0 0 DATADOG INC CL A COM 23804L103 16345606 132246 SH SOLE 132246 0 0 DIGITAL TURBINE INC COM NEW 25400W102 1399245 534063 SH SOLE 534063 0 0 DIGITAL TURBINE INC COM NEW 25400W102 4637400 1770000 SH Call SOLE 1770000 0 0 DIGITALBRIDGE GROUP INC CL A NEW 25401T603 8056228 418071 SH SOLE 418071 0 0 DISNEY WALT CO COM 254687106 8116995 66337 SH SOLE 66337 0 0 DOORDASH INC CL A 25809K105 8370484 60779 SH SOLE 60779 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 24503690 539610 SH SOLE 539610 0 0 DUTCH BROS INC CL A 26701L100 4110447 124559 SH SOLE 124559 0 0 DYNATRACE INC COM NEW 268150109 9069732 195300 SH Call SOLE 195300 0 0 ENTEGRIS INC COM 29362U104 24197615 172176 SH SOLE 172176 0 0 ETSY INC COM 29786A106 1954259 28438 SH SOLE 28438 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 10689931 144108 SH SOLE 144108 0 0 FIVE9 INC COM 338307101 1552750 25000 SH SOLE 25000 0 0 FLEX LTD ORD Y2573F102 12142284 424407 SH SOLE 424407 0 0 GAP INC COM 364760108 28358234 1029337 SH SOLE 1029337 0 0 GENERAL MLS INC COM 370334104 2082377 29761 SH SOLE 29761 0 0 GOLAR LNG LTD SHS G9456A100 2394860 99537 SH SOLE 99537 0 0 HASHICORP INC COM CL A 418100103 28199456 1046362 SH SOLE 1046362 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 3065517 172900 SH SOLE 172900 0 0 HUBSPOT INC COM 443573100 33254672 53075 SH SOLE 53075 0 0 IMAX CORP COM 45245E109 4925139 304585 SH SOLE 304585 0 0 INFINERA CORP COM 45667G103 2284538 378862 SH SOLE 378862 0 0 INTEL CORP COM 458140100 24343456 551131 SH SOLE 551131 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 37296840 84000 SH Put SOLE 84000 0 0 KLAVIYO INC COM SER A 49845K101 4034096 158324 SH SOLE 158324 0 0 LAS VEGAS SANDS CORP COM 517834107 4096760 79241 SH SOLE 79241 0 0 LENDINGTREE INC NEW COM 52603B107 2837330 67013 SH SOLE 67013 0 0 LUMENTUM HLDGS INC COM 55024U109 2005415 42353 SH SOLE 42353 0 0 LYFT INC CL A COM 55087P104 12228774 631978 SH SOLE 631978 0 0 MAPLEBEAR INC COM 565394103 28888153 774689 SH SOLE 774689 0 0 MARVELL TECHNOLOGY INC COM 573874104 12123103 171037 SH SOLE 171037 0 0 MATCH GROUP INC NEW COM 57667L107 4035860 111242 SH SOLE 111242 0 0 MDU RES GROUP INC COM 552690109 2112869 83844 SH SOLE 83844 0 0 NCINO INC COM 63947X101 6260515 167483 SH SOLE 167483 0 0 NETAPP INC COM 64110D104 2022247 19265 SH SOLE 19265 0 0 NUTANIX INC CL A 67059N108 4034143 65362 SH SOLE 65362 0 0 ORACLE CORP COM 68389X105 24289708 193374 SH SOLE 193374 0 0 OUTFRONT MEDIA INC COM 69007J106 10693282 636884 SH SOLE 636884 0 0 PAYPAL HLDGS INC COM 70450Y103 4220370 63000 SH SOLE 63000 0 0 PDF SOLUTIONS INC COM 693282105 1495958 44430 SH SOLE 44430 0 0 PHREESIA INC COM 71944F106 5372070 224491 SH SOLE 224491 0 0 PINTEREST INC CL A 72352L106 60490274 1744744 SH SOLE 1744744 0 0 PINTEREST INC CL A 72352L106 2222347 64100 SH Call SOLE 64100 0 0 PRIMORIS SVCS CORP COM 74164F103 1272247 29886 SH SOLE 29886 0 0 RH COM 74967X103 28109806 80715 SH SOLE 80715 0 0 ROCKET COS INC COM CL A 77311W101 407400 28000 SH SOLE 28000 0 0 RTX CORPORATION COM 75513E101 2072122 21246 SH SOLE 21246 0 0 RTX CORPORATION COM 75513E101 15604800 160000 SH Call SOLE 160000 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 16389920 176141 SH SOLE 176141 0 0 SEMTECH CORP COM 816850101 1811866 65910 SH SOLE 65910 0 0 SMARTRENT INC COM CL A 83193G107 1179122 439971 SH SOLE 439971 0 0 SMUCKER J M CO COM NEW 832696405 3362743 26716 SH SOLE 26716 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 313842000 600000 SH Put SOLE 600000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 24116238 91384 SH SOLE 91384 0 0 STRATASYS LTD SHS M85548101 3738491 321729 SH SOLE 321729 0 0 SUNRUN INC COM 86771W105 2398760 182000 SH SOLE 182000 0 0 SWEETGREEN INC COM CL A 87043Q108 3678033 145607 SH SOLE 145607 0 0 SYNCHRONY FINANCIAL COM 87165B103 2069760 48000 SH Put SOLE 48000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11406704 83842 SH SOLE 83842 0 0 TARGET CORP COM 87612E106 32818229 185194 SH SOLE 185194 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 4722998 54658 SH SOLE 54658 0 0 TRIP COM GROUP LTD ADS 89677Q107 1942220 44252 SH SOLE 44252 0 0 TURTLE BEACH CORP COM NEW 900450206 3299426 191382 SH SOLE 191382 0 0 UWM HOLDINGS CORPORATION COM CL A 91823B109 960970 132365 SH SOLE 132365 0 0 VARONIS SYS INC COM 922280102 776230 16456 SH SOLE 16456 0 0 VEEVA SYS INC CL A COM 922475108 17351959 74893 SH SOLE 74893 0 0 VISTRA CORP COM 92840M102 8128085 116699 SH SOLE 116699 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 6795021 205785 SH SOLE 205785 0 0 WAYFAIR INC CL A 94419L101 28496567 419808 SH SOLE 419808 0 0 WEAVE COMMUNICATIONS INC COM 94724R108 4583298 399242 SH SOLE 399242 0 0