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Zenyatta Capital Management LP Last Quarter Change: USA Stocks, Added

Zenyatta Capital Management LP quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, Zenyatta Capital Management LP opened 4 positions, added to 2, reduced 7, sold out of 10 and left 2 unchanged. The largest increase in value was TTD (+$6,556,500); the largest decrease was BA (-$20,852,800).

  • DKNG: Country of operation United States; Class COM CL A; Shares 2023-12-31 30,000; Shares 2024-03-31 90,000.
  • FOUR: Country of operation United States; Class CL A; Shares 2023-12-31 52,500; Shares 2024-03-31 90,000.

Two Form 13F-HR filings compared (SEC CIK 1887163): 2023-12-31 (filed 2024-01-25) and 2024-03-31 (filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2023-12-31Shares 2024-03-31Share changeValue 2023-12-31Value 2024-03-31Value change
DKNG
DRAFTKINGS INC NEW
United StatesCOM CL A30,00090,000+60,000$1,057,500$4,086,900+$3,029,400
FOUR
SHIFT4 PMTS INC
United StatesCL A52,50090,000+37,500$3,902,850$5,946,300+$2,043,450

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