Chief Compliance Officer and Chief Financial Officer

0001493152-25-006803.txt : 20250214 0001493152-25-006803.hdr.sgml : 20250214 20250214152326 ACCESSION NUMBER: 0001493152-25-006803 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250214 DATE AS OF CHANGE: 20250214 EFFECTIVENESS DATE: 20250214 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: 25627466 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 12-31-2024 12-31-2024 false Nishkama Capital, LLC

9 THE ENCLAVE DORADO PR 00646

13F HOLDINGS REPORT 028-19253 000170322 801-113336 N Eric Salzman Chief Compliance Officer and Chief Financial Officer 646-619-3629 /s/ Eric Salzman Rhinebeck NY 02-14-2025 0 59 1481517871 INFORMATION TABLE 2 infotable.xml ABERCROMBIE & FITCH CO CL A 002896207 4393521 29394 SH SOLE 29394 0 0 ALBERTSONS COS INC COMMON STOCK 013091103 13693578 697229 SH SOLE 697229 0 0 ALPHABET INC CAP STK CL A 02079K305 82724100 437000 SH Put SOLE 437000 0 0 AMAZON COM INC COM 023135106 47129360 214820 SH SOLE 214820 0 0 APPLOVIN CORP COM CL A 03831W108 15281862 47191 SH SOLE 47191 0 0 BATH & BODY WORKS INC COM 070830104 18352167 473360 SH SOLE 473360 0 0 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 1835767 299962 SH SOLE 299962 0 0 BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 2328051 107432 SH SOLE 107432 0 0 BLOCK INC CL A 852234103 19651983 231227 SH SOLE 231227 0 0 BROADCOM INC COM 11135F101 8820585 38046 SH SOLE 38046 0 0 CARVANA CO CL A 146869102 16146784 79400 SH SOLE 79400 0 0 CHEWY INC CL A 16679L109 38933297 1162535 SH SOLE 1162535 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 3500037 14096 SH SOLE 14096 0 0 CONSTELLATION ENERGY CORP COM 21037T109 13822593 61788 SH SOLE 61788 0 0 CREDIT ACCEP CORP MICH COM 225310101 9155409 19502 SH SOLE 19502 0 0 DARDEN RESTAURANTS INC COM 237194105 4402897 23584 SH SOLE 23584 0 0 DATADOG INC CL A COM 23804L103 4768954 33375 SH SOLE 33375 0 0 DIGITAL TURBINE INC COM NEW 25400W102 1874041 1108900 SH Call SOLE 1108900 0 0 DOORDASH INC CL A 25809K105 4371230 26058 SH SOLE 26058 0 0 ELASTIC N V ORD SHS N14506104 9106740 91913 SH SOLE 91913 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 53809812 2746800 SH Call SOLE 2746800 0 0 ENOVIX CORPORATION COM 293594107 2862821 263369 SH SOLE 263369 0 0 FASTLY INC CL A 31188V100 2875424 304600 SH SOLE 304600 0 0 FRESHWORKS INC CLASS A COM 358054104 5014899 310136 SH SOLE 310136 0 0 HUT 8 CORP COM 44812J104 11271160 550081 SH SOLE 550081 0 0 IMAX CORP COM 45245E109 5383322 210286 SH SOLE 210286 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 144371352 282400 SH Put SOLE 282400 0 0 KE HLDGS INC SPONSORED ADS 482497104 26013221 1412227 SH SOLE 1412227 0 0 KE HLDGS INC SPONSORED ADS 482497104 18420000 1000000 SH Call SOLE 1000000 0 0 KINDER MORGAN INC DEL COM 49456B101 9096800 332000 SH SOLE 332000 0 0 LAMB WESTON HLDGS INC COM 513272104 4571974 68412 SH SOLE 68412 0 0 LAS VEGAS SANDS CORP COM 517834107 17369233 338186 SH SOLE 338186 0 0 LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 8317118 546101 SH SOLE 546101 0 0 LUMENTUM HLDGS INC COM 55024U109 7488760 89205 SH SOLE 89205 0 0 MAPLEBEAR INC COM 565394103 13246157 319801 SH SOLE 319801 0 0 MAXLINEAR INC COM 57776J100 3057078 154554 SH SOLE 154554 0 0 MCDONALDS CORP COM 580135101 17844759 61557 SH SOLE 61557 0 0 META PLATFORMS INC CL A 30303M102 71783526 122600 SH Put SOLE 122600 0 0 MICROSTRATEGY INC CL A NEW 594972408 17377200 60000 SH Put SOLE 60000 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 9117320 173465 SH SOLE 173465 0 0 NETFLIX INC COM 64110L106 17829965 20004 SH SOLE 20004 0 0 POWERFLEET INC COM 73931J109 1994184 299427 SH SOLE 299427 0 0 PRIMORIS SVCS CORP COM 74164F103 4346167 56887 SH SOLE 56887 0 0 SALESFORCE INC COM 79466L302 81801190 244672 SH SOLE 244672 0 0 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 1990391 36825 SH SOLE 36825 0 0 SIX FLAGS ENTERTAINMENT CORP COM 83001C108 20063328 416338 SH SOLE 416338 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 398534400 680000 SH Put SOLE 680000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 6365770 14229 SH SOLE 14229 0 0 STARBUCKS CORP COM 855244109 22347946 244909 SH SOLE 244909 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 15182044 76875 SH SOLE 76875 0 0 TOAST INC CL A 888787108 5649750 155000 SH Put SOLE 155000 0 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 2328252 45200 SH SOLE 45200 0 0 UBER TECHNOLOGIES INC COM 90353T100 13231614 219357 SH SOLE 219357 0 0 ULTA BEAUTY INC COM 90384S303 22284073 51236 SH SOLE 51236 0 0 VAIL RESORTS INC COM 91879Q109 9986211 53274 SH SOLE 53274 0 0 VAIL RESORTS INC COM 91879Q109 74980000 400000 SH Call SOLE 400000 0 0 WARBY PARKER INC CL A COM 93403J106 3057820 126304 SH SOLE 126304 0 0 WESTERN DIGITAL CORP COM 958102105 4465750 74891 SH SOLE 74891 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 5494124 522752 SH SOLE 522752 0 0