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 AMZN 2 stocks	$117 Million 32.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology U GTLB ESTC DDOG KARO 5 stocks	$66 Million 18.27% of portfolio	3	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology TSM MU AMD 3 stocks	$61.9 Million 17.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CFLT MDB 2 stocks	$38.8 Million 10.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$20.7 Million 5.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$12.4 Million 3.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials ACHR 1 stocks	$12.1 Million 3.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$8.01 Million 2.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical RH 1 stocks	$7.56 Million 2.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services MANU 1 stocks	$6.59 Million 1.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ETNB TERN YMAB SRPT 4 stocks	$6.36 Million 1.76% of portfolio	1	-	1	-	1 Calls 0 Puts
Travel Services \| Consumer Cyclical TRIP TRIP 2 stocks	$4.05 Million 1.12% of portfolio	2	-	1	-	1 Calls 0 Puts

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