Nokota Management, LP — Q1 2020 13F Holdings

Name: Nokota Management, LP — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001535176

Total reported value

$165.1M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	V	Visa Inc-class A Shares	Stock-Financials	100.00%	—	—

Position changes disclosed by Nokota Management, LP for the quarter ending Q1 2020, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
2	IWM	Ishares Russell 2000 ETF	—	EXIT	Sold out
3	EEM	Ishares Msci Emerging Market	—	EXIT	Sold out
4	FXI	Ishares China Large-cap ETF	—	EXIT	Sold out
5	SMH	Vaneck Semiconductor ETF	—	EXIT	Sold out
6	PCG	P G & E CORP	—	EXIT	Sold out
7	XLI	Ss Industrial Select Sector	—	EXIT	Sold out
8	ET	Energy Transfer LP	—	EXIT	Sold out
9	LVS	Las Vegas Sands CORP	—	EXIT	Sold out
10	AMZN	Amazon.com INC	—	EXIT	Sold out
11	BABA	Alibaba Group Holding-sp Adr	—	EXIT	Sold out
12	JD	Jd.com Inc-adr	—	EXIT	Sold out
13	BA	Boeing Co/the	—	EXIT	Sold out
14	PYPL	Paypal Holdings INC	—	EXIT	Sold out
15	MSGS	Madison Square Garden Sports	—	EXIT	Sold out
16	A	Agilent Technologies INC	—	EXIT	Sold out
17	✓	Intelsat	—	EXIT	Sold out
18	MCHP	Microchip Technology INC	—	EXIT	Sold out
19	NFLX	Netflix INC	—	EXIT	Sold out
20	SERVUSD	Servicemaster Global Holding	—	EXIT	Sold out
21	LNG	Cheniere Energy INC	—	EXIT	Sold out
22	USFD	US Foods Holding CORP	—	EXIT	Sold out
23	META	Meta Platforms Inc-class A	—	EXIT	Sold out
24	VST	Vistra CORP	—	EXIT	Sold out
25	DIS	Walt Disney Co/the	—	EXIT	Sold out
26	DLTR	Dollar Tree INC	—	EXIT	Sold out
27	IAA-WUSD	Iaa INC	—	EXIT	Sold out
28	AMD	Advanced Micro Devices	—	EXIT	Sold out
29	CRNC	Cerence INC	—	EXIT	Sold out
30	CRM	Salesforce INC	—	EXIT	Sold out
31	PLANUSD	Anaplan INC	—	EXIT	Sold out
32	PM	Philip Morris International	—	EXIT	Sold out
33	DXC	Dxc Technology Co	—	EXIT	Sold out
34	NXPI	NXP Semiconductors N.V.	—	EXIT	Sold out
35	V	Visa Inc-class A Shares	—	NEW	New buy