Nokota Management, LP 13F Holdings

CIK 0001535176 · NEW YORK, NY

As of Dec 31, 2021, Nokota Management, LP reported 64 positions worth 65.1K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES RUSSELL 2000 ETFIWM—150,000$33.4K20.21%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical217,500$25.8K15.65%
PG&E CORPPCGUtilities1,717,168$20.8K12.63%
KRANESHARES CSI CHINA INTERNET ETFKWEB—221,000$8.1K4.89%
UBER TECHNOLOGIES INCUBERTechnology150,000$6.3K3.81%
DISCOVERY INCWBDCommunication Services228,900$5.4K3.26%
VISA INC-CLASS A SHARESVFinancial Services20,500$4.4K2.69%
PARAMOUNT SKYDANCE CORPPSKYCommunication Services109,500$3.3K2.00%
BAIDU INCBIDUCommunication Services20,000$3.0K1.80%
ALTERYX INCAYXTechnology48,000$2.9K1.76%
PENN ENTERTAINMENT INCPENNConsumer Cyclical55,000$2.9K1.73%
ROYAL CARIBBEAN CRUISES LTDRCLIndustrials35,000$2.7K1.63%
XILINX INCXLNXTechnology12,500$2.7K1.61%
VISTRA CORPVSTUtilities105,000$2.4K1.45%
STONECO LTDSTNETechnology125,000$2.1K1.28%
JDCOM INCJDConsumer Cyclical29,500$2.1K1.25%
PAGSEGURO DIGITAL LTDPAGSTechnology67,983 .8K1.08%
ACTIVISION BLIZZARD INCATVICommunication Services26,441 .8K1.07%
UNITED AIRLINES HOLDINGS INCUALIndustrials37,500 .6K0.99%
EXPEDIA GROUP INCEXPEIndustrials9,000 .6K0.98%
GOODRX HOLDINGS INCGDRXHealthcare49,505 .6K0.98%
OPTIMUM COMMUNICATIONS INCOPTUCommunication Services95,000 .5K0.93%
BOEING COBAIndustrials7,500 .5K0.91%
PELOTON INTERACTIVE INCPTONConsumer Cyclical40,000 .5K0.90%
ELASTIC NVESTCTechnology11,500 .4K0.86%