Infinitum Asset Management, LLC Portfolio Holdings by Sector

Infinitum Asset Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical SE 1 stocks	$53.7 Million 38.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CFLT MDB 2 stocks	$18.6 Million 13.44% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology ESTC GTLB MITK 3 stocks	$14.3 Million 10.28% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology TSM MU 2 stocks	$13.6 Million 9.84% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$11.9 Million 8.56% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials ACHR 1 stocks	$10.8 Million 7.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$6.93 Million 5.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services MANU 1 stocks	$6.42 Million 4.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare YMAB TERN 2 stocks	$2.33 Million 1.68% of portfolio	2	-	2	-	0 Calls 0 Puts

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