Nokota Management, LP Buys Facebook Inc, Netflix Inc, Boeing Co, Sells Cheniere Energy Inc, Caesars Entertainment Corp, Gildan Activewear Inc

• New Purchases: DIS, LVS, JD, DLTR, HGV, BYND, QCOM, VAC, INTC,
• Added Positions: FB, NFLX, BA, PCG, ET, SWKS, USFD, DLPH,
• Reduced Positions: GIL, MSG, AABA, AY, VST, MAS, I,
• Sold Out: LNG, CZR, WFC, TTWO, GOOGL, CELG, CPRI, MTCH, RH, INDA, CHAP, LKQ, EGHT,

For the details of Nokota Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/nokota+management%2C+lp/current-portfolio/portfolio

1. SPDR S&P 500 ETF Trust (SPY) - 5,800,000 shares, 57.82% of the total portfolio.
2. Alibaba Group Holding Ltd (BABA) - 1,510,000 shares, 8.71% of the total portfolio.
3. Facebook Inc (FB) - 550,000 shares, 3.61% of the total portfolio.
4. PG&E Corp (PCG) - 4,188,603 shares, 3.27% of the total portfolio. Shares added by 8.34%
5. Facebook Inc (FB) - 418,000 shares, 2.74% of the total portfolio. Shares added by 391.76%

Nokota Management, LP initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $135.88. The impact to a portfolio due to this purchase was 0.76%. The holding were 160,000 shares as of .

Nokota Management, LP initiated holding in Las Vegas Sands Corp. The purchase prices were between $52.94 and $68.44, with an estimated average price of $61.97. The stock is now traded at around $55.28. The impact to a portfolio due to this purchase was 0.65%. The holding were 325,000 shares as of .

Nokota Management, LP initiated holding in JD.com Inc. The purchase prices were between $25.76 and $31.26, with an estimated average price of $28.75. The stock is now traded at around $31.56. The impact to a portfolio due to this purchase was 0.54%. The holding were 525,000 shares as of .

Nokota Management, LP initiated holding in Dollar Tree Inc. The purchase prices were between $95.32 and $112.71, with an estimated average price of $105.15. The stock is now traded at around $94.30. The impact to a portfolio due to this purchase was 0.46%. The holding were 125,000 shares as of .

Nokota Management, LP initiated holding in Hilton Grand Vacations Inc. The purchase prices were between $25.11 and $33.57, with an estimated average price of $29.73. The stock is now traded at around $31.07. The impact to a portfolio due to this purchase was 0.36%. The holding were 330,000 shares as of .

Nokota Management, LP initiated holding in Beyond Meat Inc. The purchase prices were between $65.75 and $169.96, with an estimated average price of $110.81. The stock is now traded at around $153.33. The impact to a portfolio due to this purchase was 0.22%. The holding were 40,000 shares as of .

Nokota Management, LP added to a holding in Facebook Inc by 391.76%. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $184.68. The impact to a portfolio due to this purchase was 2.18%. The holding were 418,000 shares as of .

Nokota Management, LP added to a holding in Netflix Inc by 168.24%. The purchase prices were between $336.63 and $385.03, with an estimated average price of $360.67. The stock is now traded at around $299.94. The impact to a portfolio due to this purchase was 1.5%. The holding were 191,328 shares as of .

Nokota Management, LP added to a holding in Boeing Co by 473.07%. The purchase prices were between $337.37 and $395.86, with an estimated average price of $364.73. The stock is now traded at around $331.61. The impact to a portfolio due to this purchase was 1.17%. The holding were 114,613 shares as of .

Nokota Management, LP added to a holding in Skyworks Solutions Inc by 50.00%. The purchase prices were between $66.63 and $93.56, with an estimated average price of $79.3. The stock is now traded at around $77.12. The impact to a portfolio due to this purchase was 0.13%. The holding were 150,000 shares as of .

Nokota Management, LP added to a holding in Delphi Technologies PLC by 67.79%. The purchase prices were between $15.26 and $26.27, with an estimated average price of $20.52. The stock is now traded at around $14.08. The impact to a portfolio due to this purchase was 0.08%. The holding were 293,627 shares as of .

Nokota Management, LP sold out a holding in Cheniere Energy Inc. The sale prices were between $62.58 and $68.91, with an estimated average price of $66.15.

Nokota Management, LP sold out a holding in Caesars Entertainment Corp. The sale prices were between $8.61 and $11.82, with an estimated average price of $9.47.

Nokota Management, LP sold out a holding in Wells Fargo & Co. The sale prices were between $44.37 and $49.17, with an estimated average price of $46.77.

Nokota Management, LP sold out a holding in Take-Two Interactive Software Inc. The sale prices were between $89.74 and $113.83, with an estimated average price of $102.76.

Nokota Management, LP sold out a holding in Alphabet Inc. The sale prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78.

Nokota Management, LP sold out a holding in Celgene Corp. The sale prices were between $92.35 and $98.91, with an estimated average price of $94.95.