Zenyatta Capital Management LP 13F Holdings

CIK 0001887163

As of Mar 31, 2024, Zenyatta Capital Management LP reported 17 positions worth $74.4M in its SEC Form 13F filing.

Top 17 holdings

SecurityTickerSectorSharesValue% of portfolio
CONSTELLIUM SECSTMBasic Materials835,000 8.5M24.80%
GREEN PLAINS INCGPREBasic Materials500,000 1.6M15.53%
TRADE DESK INCTTDTechnology75,000$6.6M8.81%
SHIFT4 PAYMENTS INCFOURTechnology90,000$5.9M7.99%
ADVANCED MICRO DEVICES INCAMDEquity25,000$4.5M6.06%
AMAZON.COM INCAMZNEquity25,000$4.5M6.06%
VERIZON COMMUNICATIONS INCBACCommunication Services100,000$4.2M5.64%
DRAFTKINGS INCDKNGConsumer Cyclical90,000$4.1M5.49%
PVH CORPPVHConsumer Cyclical27,000$3.8M5.10%
MORGAN STANLEYMSFinancial Services35,000$3.3M4.43%
INTEL CORPINTCTechnology50,000$2.2M2.97%
COLGATE PALMOLIVE COCLConsumer Defensive17,500 .6M2.12%
BUNGE GLOBAL SABGConsumer Defensive12,500 .3M1.72%
UBER TECHNOLOGIES INCUBERTechnology10,000$769.9K1.03%
PARAMOUNT SKYDANCE CORPPSKYCommunication Services60,000$706.2K0.95%
META PLATFORMS INCMETACommunication Services1,000$485.6K0.65%
TOPGOLF CALLAWAY BRANDS CORPMODGConsumer Cyclical30,000$485.1K0.65%