Octahedron Capital Management L.P. Portfolio Holdings by Sector

Octahedron Capital Management L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MDB HOOD CFLT IOT 4 stocks	$25,147 19.72% of portfolio	3	1	2	-	0 Calls 0 Puts
Software—Application \| Technology UBER YMM MNDY GTLB SNOW SHOP 6 stocks	$24,888 19.51% of portfolio	2	4	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$22,061 17.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$17,922 14.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM INTC AVGO 4 stocks	$16,373 12.84% of portfolio	1	3	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA 2 stocks	$14,744 11.56% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$6,411 5.03% of portfolio	-	1	-	-	0 Calls 0 Puts

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