Nishkama Capital, LLC Buys Alibaba Group Holding, Talend SA, Alphabet Inc, Sells LogMeIn Inc, Pluralsight Inc, Smartsheet Inc

Investment company Nishkama Capital, LLC buys Alibaba Group Holding, Talend SA, Alphabet Inc, Micron Technology Inc, ON Semiconductor Corp, United Technologies Corp, MicroStrategy Inc, JD.com Inc, Constellium NV, Flex, Boeing Co, Woodward Inc, Waitr Holdings Inc, Sea, Uxin, The Chemours Co, Pareteum Corp, Microsoft Corp, RingCentral Inc, PayPal Holdings Inc, Visa Inc, Adobe Inc, pdvWireless Inc, Frontdoor Inc, Hilton Worldwide Holdings Inc, ServiceNow Inc, StoneCo, Telaria Inc, sells LogMeIn Inc, Pluralsight Inc, Smartsheet Inc, Five9 Inc, Allegheny Technologies Inc, Houghton Mifflin Harcourt Co, Bottomline Technologies Inc, Verizon Communications Inc, Equinix Inc, Jabil Inc, The Rubicon Project Inc, Domo Inc, Sunrun Inc, Rapid7 Inc, Atlassian Corporation PLC, Marvell Technology Group, iPass Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Nishkama Capital, LLC. As of 2019Q1, Nishkama Capital, LLC owns 38 stocks with a total value of $134 million. These are the details of the buys and sells.

For the details of Nishkama Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/nishkama+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Nishkama Capital, LLC
  1. NCR Corp (NCR) - 1,021,026 shares, 20.83% of the total portfolio. Shares added by 15.41%
  2. Alibaba Group Holding Ltd (BABA) - 60,351 shares, 8.23% of the total portfolio. Shares added by 1576.42%
  3. SPDR S&P 500 (SPY) - 36,000 shares, 7.60% of the total portfolio.
  4. Talend SA (TLND) - 193,388 shares, 7.31% of the total portfolio. New Position
  5. iShares 20+ Year Treasury Bond ETF (TLT) - 68,000 shares, 6.43% of the total portfolio.
New Purchase: Talend SA (TLND)

Nishkama Capital, LLC initiated holding in Talend SA. The purchase prices were between $35.76 and $51.21, with an estimated average price of $42.58. The stock is now traded at around $48.20. The impact to a portfolio due to this purchase was 7.31%. The holding were 193,388 shares as of .

New Purchase: Alphabet Inc (GOOGL)

Nishkama Capital, LLC initiated holding in Alphabet Inc. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1134.60. The impact to a portfolio due to this purchase was 6.42%. The holding were 7,299 shares as of .

New Purchase: Micron Technology Inc (MU)

Nishkama Capital, LLC initiated holding in Micron Technology Inc. The purchase prices were between $31 and $43.99, with an estimated average price of $38.53. The stock is now traded at around $37.59. The impact to a portfolio due to this purchase was 4%. The holding were 129,318 shares as of .

New Purchase: ON Semiconductor Corp (ON)

Nishkama Capital, LLC initiated holding in ON Semiconductor Corp. The purchase prices were between $15.65 and $22.97, with an estimated average price of $20.57. The stock is now traded at around $19.75. The impact to a portfolio due to this purchase was 3.95%. The holding were 256,914 shares as of .

New Purchase: United Technologies Corp (UTX)

Nishkama Capital, LLC initiated holding in United Technologies Corp. The purchase prices were between $103.48 and $128.89, with an estimated average price of $120.52. The stock is now traded at around $132.96. The impact to a portfolio due to this purchase was 2.5%. The holding were 25,897 shares as of .

New Purchase: MicroStrategy Inc (MSTR)

Nishkama Capital, LLC initiated holding in MicroStrategy Inc. The purchase prices were between $126.57 and $149.62, with an estimated average price of $138.29. The stock is now traded at around $135.19. The impact to a portfolio due to this purchase was 2.34%. The holding were 21,713 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Nishkama Capital, LLC added to a holding in Alibaba Group Holding Ltd by 1576.42%. The purchase prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $172.83. The impact to a portfolio due to this purchase was 7.74%. The holding were 60,351 shares as of .

Added: JD.com Inc (JD)

Nishkama Capital, LLC added to a holding in JD.com Inc by 340.62%. The purchase prices were between $20.35 and $30.15, with an estimated average price of $25.3. The stock is now traded at around $28.36. The impact to a portfolio due to this purchase was 1.99%. The holding were 114,562 shares as of .

Added: Woodward Inc (WWD)

Nishkama Capital, LLC added to a holding in Woodward Inc by 63.58%. The purchase prices were between $71.01 and $97.17, with an estimated average price of $88.16. The stock is now traded at around $108.15. The impact to a portfolio due to this purchase was 1.35%. The holding were 49,075 shares as of .

Added: Uxin Ltd (UXIN)

Nishkama Capital, LLC added to a holding in Uxin Ltd by 315.38%. The purchase prices were between $3.14 and $5.4, with an estimated average price of $3.87. The stock is now traded at around $2.54. The impact to a portfolio due to this purchase was 0.8%. The holding were 373,840 shares as of .

Added: Pareteum Corp (TEUM)

Nishkama Capital, LLC added to a holding in Pareteum Corp by 52.98%. The purchase prices were between $1.69 and $5.7, with an estimated average price of $3.3. The stock is now traded at around $4.21. The impact to a portfolio due to this purchase was 0.79%. The holding were 666,313 shares as of .

Sold Out: LogMeIn Inc (LOGM)

Nishkama Capital, LLC sold out a holding in LogMeIn Inc. The sale prices were between $78.74 and $96.2, with an estimated average price of $85.41.

Sold Out: Pluralsight Inc (PS)

Nishkama Capital, LLC sold out a holding in Pluralsight Inc. The sale prices were between $22.45 and $34.13, with an estimated average price of $29.5.

Sold Out: Five9 Inc (FIVN)

Nishkama Capital, LLC sold out a holding in Five9 Inc. The sale prices were between $40.98 and $56.49, with an estimated average price of $50.72.

Sold Out: Allegheny Technologies Inc (ATI)

Nishkama Capital, LLC sold out a holding in Allegheny Technologies Inc. The sale prices were between $21.43 and $29.26, with an estimated average price of $26.27.

Sold Out: Houghton Mifflin Harcourt Co (HMHC)

Nishkama Capital, LLC sold out a holding in Houghton Mifflin Harcourt Co. The sale prices were between $7.02 and $10.54, with an estimated average price of $9.

Sold Out: Bottomline Technologies Inc (EPAY)

Nishkama Capital, LLC sold out a holding in Bottomline Technologies Inc. The sale prices were between $42.21 and $51.65, with an estimated average price of $48.3.



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