Nishkama Capital, LLC

Position in VECO — Veeco Instruments Inc

CIK 1633799 DORADO, PR

Position in VECO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$18,833,571

+$16,788,427 QoQ

Shares Held

248,464

+311.4% QoQ

Ownership

0.406%

of shares outstanding

% of Portfolio

2.13%

of 13F equity value

Holder Rank

#42

of 327 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nishkama Capital, LLC holds $127,427,758 across 5 Semiconductor Equipment & Materials names. VECO ranks #5 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	54,033	$39,065,859
2	ASML	Asml Holding NV	12,915	$25,693,616
3	LRCX	Lam Research Corp	52,980	$22,957,823
4	ENTG	Entegris Inc	116,073	$20,876,889
5	VECO	Veeco Instruments Inc This page	248,464	$18,833,571

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,833,571	248,464	+311.4%	Shares	Sole	2026-08-14
2026-03-31	$2,045,144	60,400	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.