Fifthdelta LTD Portfolio Holdings by Sector

Fifthdelta LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology ON TSM QCOM ALGM 4 stocks	$144,350 37.11% of portfolio	4	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical VC BWA INVZ 3 stocks	$108,310 27.84% of portfolio	3	-	2	-	0 Calls 0 Puts
Chemicals \| Basic Materials HUN DOW 2 stocks	$82,560 21.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM 1 stocks	$27,949 7.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials PPG 1 stocks	$19,508 5.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology BB 1 stocks	$6,327 1.63% of portfolio	-	1	-	-	0 Calls 0 Puts

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