- New Purchases: KWEB, FB, JD, UBER, AYX, UPWK, WFC, XRT, ATVI,
- Added Positions: DISCA,
- Sold Out: VIAC,
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
These are the top 5 holdings of Nokota Management, LP- KraneShares CSI China Internet ETF (KWEB) - 85,000 shares, 23.42% of the total portfolio. New Position
- Meta Platforms Inc (FB) - 10,000 shares, 19.76% of the total portfolio. New Position
- Discovery Inc (DISCA) - 128,900 shares, 19.05% of the total portfolio. Shares added by 157.80%
- JD.com Inc (JD) - 43,000 shares, 18.09% of the total portfolio. New Position
- Uber Technologies Inc (UBER) - 17,500 shares, 4.57% of the total portfolio. New Position
Nokota Management, LP initiated holding in KraneShares CSI China Internet ETF. The purchase prices were between $43.96 and $68.27, with an estimated average price of $52.47. The stock is now traded at around $51.230000. The impact to a portfolio due to this purchase was 23.42%. The holding were 85,000 shares as of 2021-09-30.
New Purchase: Meta Platforms Inc (FB)Nokota Management, LP initiated holding in Meta Platforms Inc. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $349.280000. The impact to a portfolio due to this purchase was 19.76%. The holding were 10,000 shares as of 2021-09-30.
New Purchase: JD.com Inc (JD)Nokota Management, LP initiated holding in JD.com Inc. The purchase prices were between $62.19 and $83.24, with an estimated average price of $73.86. The stock is now traded at around $84.170000. The impact to a portfolio due to this purchase was 18.09%. The holding were 43,000 shares as of 2021-09-30.
New Purchase: Uber Technologies Inc (UBER)Nokota Management, LP initiated holding in Uber Technologies Inc. The purchase prices were between $38.48 and $51.71, with an estimated average price of $43.76. The stock is now traded at around $44.020900. The impact to a portfolio due to this purchase was 4.57%. The holding were 17,500 shares as of 2021-09-30.
New Purchase: Alteryx Inc (AYX)Nokota Management, LP initiated holding in Alteryx Inc. The purchase prices were between $68.51 and $85.07, with an estimated average price of $75.4. The stock is now traded at around $71.610000. The impact to a portfolio due to this purchase was 4.26%. The holding were 10,000 shares as of 2021-09-30.
New Purchase: Upwork Inc (UPWK)Nokota Management, LP initiated holding in Upwork Inc. The purchase prices were between $40.38 and $60.7, with an estimated average price of $48.83. The stock is now traded at around $45.795000. The impact to a portfolio due to this purchase was 3.28%. The holding were 12,500 shares as of 2021-09-30.
Added: Discovery Inc (DISCA)Nokota Management, LP added to a holding in Discovery Inc by 157.80%. The purchase prices were between $25.15 and $31.2, with an estimated average price of $28.16. The stock is now traded at around $28.140000. The impact to a portfolio due to this purchase was 11.66%. The holding were 128,900 shares as of 2021-09-30.
Sold Out: ViacomCBS Inc (VIAC)Nokota Management, LP sold out a holding in ViacomCBS Inc. The sale prices were between $38.47 and $44.95, with an estimated average price of $40.8.
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