Nipun Capital, L.P. Portfolio Holdings by Sector

Nipun Capital, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs INDA MCHI FXI SMIN VWO 5 stocks	$163 Million 95.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$4.83 Million 2.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$1.43 Million 0.84% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IFS 1 stocks	$1.22 Million 0.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services KT 1 stocks	$276,276 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology KARO 1 stocks	$242,478 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts

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