Stamina Capital Management Lp Buys VeriSign Inc, Visa Inc, Fidelity National Information Services Inc, Sells Papa John's International Inc, Ulta Beauty Inc, Enphase Energy Inc

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May 16, 2020
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Investment company Stamina Capital Management Lp (Current Portfolio) buys VeriSign Inc, Visa Inc, Fidelity National Information Services Inc, Facebook Inc, Chipotle Mexican Grill Inc, sells Papa John's International Inc, Ulta Beauty Inc, Enphase Energy Inc, Carvana Co, Lattice Semiconductor Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Stamina Capital Management Lp. As of 2020Q1, Stamina Capital Management Lp owns 20 stocks with a total value of $182 million. These are the details of the buys and sells.

For the details of STAMINA CAPITAL MANAGEMENT LP's stock buys and sells, go to https://www.gurufocus.com/guru/stamina+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of STAMINA CAPITAL MANAGEMENT LP
  1. VeriSign Inc (VRSN) - 168,337 shares, 16.70% of the total portfolio. Shares added by 163.63%
  2. Fidelity National Information Services Inc (FIS) - 221,013 shares, 14.81% of the total portfolio. Shares added by 70.73%
  3. Facebook Inc (FB) - 138,207 shares, 12.70% of the total portfolio. Shares added by 58.30%
  4. RingCentral Inc (RNG) - 100,366 shares, 11.71% of the total portfolio. Shares reduced by 11.28%
  5. TransDigm Group Inc (TDG) - 53,348 shares, 9.41% of the total portfolio. Shares added by 36.98%
New Purchase: Visa Inc (V)

Stamina Capital Management Lp initiated holding in Visa Inc. The purchase prices were between $135.74 and $213.31, with an estimated average price of $188.96. The stock is now traded at around $183.49. The impact to a portfolio due to this purchase was 6.21%. The holding were 70,000 shares as of .

New Purchase: Chipotle Mexican Grill Inc (CMG)

Stamina Capital Management Lp initiated holding in Chipotle Mexican Grill Inc. The purchase prices were between $465.21 and $933.84, with an estimated average price of $794.62. The stock is now traded at around $971.75. The impact to a portfolio due to this purchase was 2.56%. The holding were 7,110 shares as of .

New Purchase: Uber Technologies Inc (UBER)

Stamina Capital Management Lp initiated holding in Uber Technologies Inc. The purchase prices were between $14.82 and $41.27, with an estimated average price of $33. The stock is now traded at around $32.47. The impact to a portfolio due to this purchase was 2.21%. The holding were 143,918 shares as of .

New Purchase: AerCap Holdings NV (AER)

Stamina Capital Management Lp initiated holding in AerCap Holdings NV. The purchase prices were between $15.14 and $62.71, with an estimated average price of $49.94. The stock is now traded at around $25.28. The impact to a portfolio due to this purchase was 2.07%. The holding were 165,000 shares as of .

New Purchase: Planet Fitness Inc (PLNT)

Stamina Capital Management Lp initiated holding in Planet Fitness Inc. The purchase prices were between $27.54 and $88.04, with an estimated average price of $70.22. The stock is now traded at around $52.32. The impact to a portfolio due to this purchase was 1.91%. The holding were 71,122 shares as of .

New Purchase: Wingstop Inc (WING)

Stamina Capital Management Lp initiated holding in Wingstop Inc. The purchase prices were between $49.72 and $101.63, with an estimated average price of $85.98. The stock is now traded at around $127.01. The impact to a portfolio due to this purchase was 1.76%. The holding were 40,000 shares as of .

Added: VeriSign Inc (VRSN)

Stamina Capital Management Lp added to a holding in VeriSign Inc by 163.63%. The purchase prices were between $151.17 and $216.94, with an estimated average price of $197.03. The stock is now traded at around $217.25. The impact to a portfolio due to this purchase was 10.37%. The holding were 168,337 shares as of .

Added: Fidelity National Information Services Inc (FIS)

Stamina Capital Management Lp added to a holding in Fidelity National Information Services Inc by 70.73%. The purchase prices were between $102.45 and $157.44, with an estimated average price of $139.28. The stock is now traded at around $132.22. The impact to a portfolio due to this purchase was 6.14%. The holding were 221,013 shares as of .

Added: Facebook Inc (FB)

Stamina Capital Management Lp added to a holding in Facebook Inc by 58.30%. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $210.88. The impact to a portfolio due to this purchase was 4.68%. The holding were 138,207 shares as of .

Added: TransDigm Group Inc (TDG)

Stamina Capital Management Lp added to a holding in TransDigm Group Inc by 36.98%. The purchase prices were between $245.79 and $657.93, with an estimated average price of $547.94. The stock is now traded at around $325.00. The impact to a portfolio due to this purchase was 2.54%. The holding were 53,348 shares as of .

Added: Charles Schwab Corp (SCHW)

Stamina Capital Management Lp added to a holding in Charles Schwab Corp by 35.53%. The purchase prices were between $28.43 and $49, with an estimated average price of $42.23. The stock is now traded at around $32.56. The impact to a portfolio due to this purchase was 2.04%. The holding were 419,608 shares as of .

Sold Out: Carvana Co (CVNA)

Stamina Capital Management Lp sold out a holding in Carvana Co. The sale prices were between $29.35 and $110.09, with an estimated average price of $77.87.

Sold Out: Lattice Semiconductor Corp (LSCC)

Stamina Capital Management Lp sold out a holding in Lattice Semiconductor Corp. The sale prices were between $14.02 and $23.34, with an estimated average price of $19.03.



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