StockDriftsStockDriftsTop 39 Nishkama Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | 18.4% | 131.9K | $129.3M | new | $873.20(+14.75%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.22% | 176.1K | $36.7M | -45.14%(-144.91K) | $201.39(+20.50%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 5.17% | 499.1K | $36.3M | +60.31%(+187.76K) | $63.76(+14.71%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 4.43% | 23.6K | $31.1M | new | $1195.34(+48.02%) | 2026-03-31 | |
| STM | STMICROELECTRONICS N V | 4.12% | 838.7K | $29.0M | new | $30.24(+125.99%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 4.08% | 83.9K | $28.7M | new | $262.44(+129.78%) | 2026-03-31 | |
| RKT | ROCKET COS INC | 3.62% | 1.79M | $25.5M | +183.90%(+1.16M) | $16.75(-5.84%) | 2026-03-31 | |
| TXN | TEXAS INSTRS INC | 3.56% | 128.8K | $25.0M | +128.39%(+72.41K) | $181.54(+61.44%) | 2026-03-31 | |
| EQT | EQT CORP | 3.37% | 372.6K | $23.7M | +64.10%(+145.55K) | $56.99(-7.69%) | 2026-03-31 | |
| GDS | GDS HLDGS LTD | 2.86% | 498.1K | $20.1M | -10.62%(-59.19K) | $34.64(-13.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.38% | +106.69% |
| Top 20 Holdings Unweighted | +26.92% | +104.46% |
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