Grafton Street Partners Fund, LP Portfolio Holdings by Sector

Grafton Street Partners Fund, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT 1 stocks	$24.8 Million 17.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$22.1 Million 15.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TPG 1 stocks	$21.8 Million 15.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY 1 stocks	$18.7 Million 13.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$16.2 Million 11.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$14.8 Million 10.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$12.1 Million 8.78% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA AMZN PDD 3 stocks	$7.79 Million 5.64% of portfolio	-	2	-	-	0 Calls 0 Puts

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