North Fourth Asset Management, LP Buys Bill.com Holdings Inc, Nike Inc, Microsoft Corp, Sells Amazon.com Inc, McDonald's Corp, Target Corp

• New Purchases: BILL, NKE, MSFT, LYV, SNA, OLPX, H, INTU, DT, SPGI, SE, ASO, SNOW, TWTR, AFRM, XPO, TJX, NVT, DOCN, RACE, HLT, GT, IAA, LEVI, TXRH, WLTW, ATUS, CMG, AZEK, UBER, BBWI, GPI, REAL, BBBY, MO, APRN, PVH, MLCO, IRNT, ENDP,
• Added Positions: DDOG, COTY, INVZ, M, WMT,
• Reduced Positions: MCD, MA, FZT, CHEF, PZZA, CZR,
• Sold Out: AMZN, TGT, DLTR, WDC, ETN, LGV, VAC, BLD, SKX, JD, AYI, FB, SEAS, ANF, EXPE, MGM, BLDR, BKNG, MELI, CSX, GPN, F, FL, ATVI, BURL, LUV, GPS, EAT, HSY, VFC, GENI, BKE, ZETA, HOG, SNAP, GOED, VZIO, PHM,

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

1. Dollar Tree Inc (DLTR) - 330,000 shares, 5.52% of the total portfolio.
2. Meta Platforms Inc (FB) - 90,000 shares, 5.34% of the total portfolio.
3. DraftKings Inc (DKNG) - 600,000 shares, 5.05% of the total portfolio.
4. Microsoft Corp (MSFT) - 100,000 shares, 4.93% of the total portfolio.
5. MGM Resorts International (MGM) - 540,000 shares, 4.07% of the total portfolio.

North Fourth Asset Management, LP initiated holding in Bill.com Holdings Inc. The purchase prices were between $179.65 and $297.53, with an estimated average price of $231.03. The stock is now traded at around $332.740000. The impact to a portfolio due to this purchase was 3.58%. The holding were 76,605 shares as of 2021-09-30.

North Fourth Asset Management, LP initiated holding in Nike Inc. The purchase prices were between $145.23 and $173.85, with an estimated average price of $163. The stock is now traded at around $173.110000. The impact to a portfolio due to this purchase was 3.52%. The holding were 138,500 shares as of 2021-09-30.

North Fourth Asset Management, LP initiated holding in Microsoft Corp. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $339.095000. The impact to a portfolio due to this purchase was 2.9%. The holding were 58,800 shares as of 2021-09-30.

North Fourth Asset Management, LP initiated holding in Live Nation Entertainment Inc. The purchase prices were between $74.79 and $93.64, with an estimated average price of $84.28. The stock is now traded at around $114.245000. The impact to a portfolio due to this purchase was 2.57%. The holding were 161,388 shares as of 2021-09-30.

North Fourth Asset Management, LP initiated holding in Snap-on Inc. The purchase prices were between $208.95 and $231.63, with an estimated average price of $221.79. The stock is now traded at around $223.840000. The impact to a portfolio due to this purchase was 1.86%. The holding were 51,027 shares as of 2021-09-30.

North Fourth Asset Management, LP initiated holding in Olaplex Holdings Inc. The purchase prices were between $24.5 and $24.5, with an estimated average price of $24.5. The stock is now traded at around $27.379400. The impact to a portfolio due to this purchase was 1.56%. The holding were 365,000 shares as of 2021-09-30.

North Fourth Asset Management, LP added to a holding in Datadog Inc by 606.48%. The purchase prices were between $103.48 and $148.69, with an estimated average price of $126.16. The stock is now traded at around $191.150000. The impact to a portfolio due to this purchase was 1.5%. The holding were 70,655 shares as of 2021-09-30.

North Fourth Asset Management, LP added to a holding in Coty Inc by 194.88%. The purchase prices were between $7.76 and $9.77, with an estimated average price of $8.58. The stock is now traded at around $10.810000. The impact to a portfolio due to this purchase was 0.67%. The holding were 737,204 shares as of 2021-09-30.

North Fourth Asset Management, LP added to a holding in Innoviz Technologies Ltd by 61.99%. The purchase prices were between $5.7 and $10.23, with an estimated average price of $7.9. The stock is now traded at around $5.845000. The impact to a portfolio due to this purchase was 0.41%. The holding were 1,059,272 shares as of 2021-09-30.

North Fourth Asset Management, LP added to a holding in Macy's Inc by 52.73%. The purchase prices were between $16.11 and $25.11, with an estimated average price of $20. The stock is now traded at around $31.787400. The impact to a portfolio due to this purchase was 0.1%. The holding were 76,365 shares as of 2021-09-30.

North Fourth Asset Management, LP sold out a holding in Amazon.com Inc. The sale prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22.

North Fourth Asset Management, LP sold out a holding in Target Corp. The sale prices were between $228.77 and $264.07, with an estimated average price of $250.36.

North Fourth Asset Management, LP sold out a holding in Dollar Tree Inc. The sale prices were between $84.54 and $106.32, with an estimated average price of $96.18.

North Fourth Asset Management, LP sold out a holding in Western Digital Corp. The sale prices were between $55.47 and $70.89, with an estimated average price of $62.94.

North Fourth Asset Management, LP sold out a holding in Eaton Corp PLC. The sale prices were between $149.19 and $170.21, with an estimated average price of $159.79.

North Fourth Asset Management, LP sold out a holding in Longview Acquisition Corp II. The sale prices were between $9.77 and $9.94, with an estimated average price of $9.86.