0001493152-24-006468.txt : 20240214 0001493152-24-006468.hdr.sgml : 20240214 20240214131238 ACCESSION NUMBER: 0001493152-24-006468 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 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: 24635371 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 12-31-2023 12-31-2023 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 02-14-2024 0 70 519241104 INFORMATION TABLE 2 infotable.xml ACV AUCTIONS INC COM CL A 00091G104 1505092 99346 SH SOLE 99346 0 0 ADOBE INC COM 00724F101 954560 1600 SH Put SOLE 1600 0 0 ADT INC DEL COM 00090Q103 158340 23217 SH SOLE 23217 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 47446515 400900 SH SOLE 400900 0 0 ALARM COM HLDGS INC COM 011642105 1055309 16331 SH SOLE 16331 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3808066 49130 SH SOLE 49130 0 0 AMAZON COM INC COM 023135106 33867274 222899 SH SOLE 222899 0 0 ATLASSIAN CORPORATION CL A 049468101 10204194 42900 SH Put SOLE 42900 0 0 BAIDU INC SPON ADR REP A 056752108 1429080 12000 SH SOLE 12000 0 0 BARNES & NOBLE ED INC COM 06777U101 348605 233963 SH SOLE 233963 0 0 CARVANA CO CL A 146869102 1440497 27210 SH SOLE 27210 0 0 CONFLUENT INC CLASS A COM 20717M103 22618183 966589 SH SOLE 966589 0 0 CROWN CASTLE INC COM 22822V101 2666533 23149 SH SOLE 23149 0 0 DATADOG INC CL A COM 23804L103 2036028 16774 SH SOLE 16774 0 0 DIGITAL TURBINE INC COM NEW 25400W102 3787447 552106 SH SOLE 552106 0 0 DISNEY WALT CO COM 254687106 2051840 22725 SH SOLE 22725 0 0 DOMINOS PIZZA INC COM 25754A201 2555826 6200 SH SOLE 6200 0 0 ELASTIC N V ORD SHS N14506104 3584874 31809 SH SOLE 31809 0 0 ENOVIX CORPORATION COM 293594107 1900173 151771 SH SOLE 151771 0 0 ETSY INC COM 29786A106 14856546 183301 SH SOLE 183301 0 0 EVERBRIDGE INC COM 29978A104 10019318 412148 SH SOLE 412148 0 0 FLEX LTD ORD Y2573F102 30767555 1010097 SH SOLE 1010097 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 2677440 24000 SH SOLE 24000 0 0 FRESHWORKS INC CLASS A COM 358054104 2660900 113278 SH SOLE 113278 0 0 GENIUS SPORTS LIMITED SHARES CL A G3934V109 1753025 283661 SH SOLE 283661 0 0 GOGO INC COM 38046C109 348107 34364 SH SOLE 34364 0 0 HASBRO INC COM 418056107 11472978 224696 SH SOLE 224696 0 0 HOME DEPOT INC COM 437076102 11158910 32200 SH Put SOLE 32200 0 0 INTEL CORP COM 458140100 21139672 420690 SH SOLE 420690 0 0 INTEL CORP COM 458140100 5025000 100000 SH Call SOLE 100000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 8599920 21000 SH Put SOLE 21000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 57202350 285000 SH Put SOLE 285000 0 0 LYFT INC CL A COM 55087P104 2636531 175886 SH SOLE 175886 0 0 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 375840 8000 SH SOLE 8000 0 0 MAPLEBEAR INC COM 565394103 2502043 106606 SH SOLE 106606 0 0 MATCH GROUP INC NEW COM 57667L107 3580358 98092 SH SOLE 98092 0 0 NAVITAS SEMICONDUCTOR CORP COM 63942X106 3252654 403055 SH SOLE 403055 0 0 NVIDIA CORPORATION COM 67066G104 7725927 15601 SH SOLE 15601 0 0 OUTFRONT MEDIA INC COM 69007J106 5624247 402883 SH SOLE 402883 0 0 PALO ALTO NETWORKS INC COM 697435105 1061568 3600 SH Put SOLE 3600 0 0 PDF SOLUTIONS INC COM 693282105 1854928 57714 SH SOLE 57714 0 0 PINTEREST INC CL A 72352L106 25190274 680083 SH SOLE 680083 0 0 PRIMORIS SVCS CORP COM 74164F103 2285180 68810 SH SOLE 68810 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 2141598 30939 SH SOLE 30939 0 0 PTC INC COM 69370C100 5587348 31935 SH SOLE 31935 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 900854 222433 SH SOLE 222433 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 2418660 597200 SH Call SOLE 597200 0 0 RINGCENTRAL INC CL A 76680R206 3565735 105029 SH SOLE 105029 0 0 ROBLOX CORP CL A 771049103 3583762 78385 SH SOLE 78385 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 2700784 10646 SH SOLE 10646 0 0 SEA LTD SPONSORD ADS 81141R100 1859314 45909 SH SOLE 45909 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 25077800 220000 SH Put SOLE 220000 0 0 SEMTECH CORP COM 816850101 2903820 132534 SH SOLE 132534 0 0 SERVICENOW INC COM 81762P102 3179205 4500 SH Put SOLE 4500 0 0 SMARTRENT INC COM CL A 83193G107 326260 102276 SH SOLE 102276 0 0 SNOWFLAKE INC CL A 833445109 4179000 21000 SH SOLE 21000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7604960 16000 SH Put SOLE 16000 0 0 SPDR SER TR S&P RETAIL ETF 78464A714 1605504 22200 SH Put SOLE 22200 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 20824750 110823 SH SOLE 110823 0 0 SPROUT SOCIAL INC COM CL A 85209W109 5658685 92101 SH SOLE 92101 0 0 SUNRUN INC COM 86771W105 2633580 134161 SH SOLE 134161 0 0 TRIP COM GROUP LTD ADS 89677Q107 1620450 45000 SH SOLE 45000 0 0 TRIPADVISOR INC COM 896945201 7000781 325164 SH SOLE 325164 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 12004073 335403 SH SOLE 335403 0 0 WAYFAIR INC CL A 94419L101 3470316 56245 SH SOLE 56245 0 0 WEAVE COMMUNICATIONS INC COM 94724R108 3916432 341450 SH SOLE 341450 0 0 WESTERN DIGITAL CORP. COM 958102105 3813636 72821 SH SOLE 72821 0 0 WORKDAY INC CL A 98138H101 5955994 21575 SH SOLE 21575 0 0 ZILLOW GROUP INC CL A 98954M101 1803696 31800 SH SOLE 31800 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 5714400 79466 SH SOLE 79466 0 0