Zenyatta Capital Management as of March 31, 2024
Portfolio Holdings for Zenyatta Capital Management
Zenyatta Capital Management holds 17 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellium Se Cl A Shs (CSTM) | 24.8 | $19M | 835k | 22.11 | |
| Green Plains Renewable Energy (GPRE) | 15.5 | $12M | 500k | 23.12 | |
| The Trade Desk Com Cl A (TTD) | 8.8 | $6.6M | 75k | 87.42 | |
| Shift4 Pmts Cl A (FOUR) | 8.0 | $5.9M | 90k | 66.07 | |
| Advanced Micro Devices (AMD) | 6.1 | $4.5M | 25k | 180.49 | |
| Amazon (AMZN) | 6.1 | $4.5M | 25k | 180.38 | |
| Verizon Communications (VZ) | 5.6 | $4.2M | 100k | 41.96 | |
| Draftkings Com Cl A (DKNG) | 5.5 | $4.1M | 90k | 45.41 | |
| Pvh Corporation (PVH) | 5.1 | $3.8M | 27k | 140.61 | |
| Morgan Stanley Com New (MS) | 4.4 | $3.3M | 35k | 94.16 | |
| Intel Corporation (INTC) | 3.0 | $2.2M | 50k | 44.17 | |
| Colgate-Palmolive Company (CL) | 2.1 | $1.6M | 18k | 90.05 | |
| Bunge Global Sa Com Shs (BG) | 1.7 | $1.3M | 13k | 102.52 | |
| Uber Technologies (UBER) | 1.0 | $770k | 10k | 76.99 | |
| Paramount Global Class B Com (PARA) | 0.9 | $706k | 60k | 11.77 | |
| Meta Platforms Cl A (META) | 0.7 | $486k | 1.0k | 485.58 | |
| Callaway Golf Company (MODG) | 0.7 | $485k | 30k | 16.17 |
