Octahedron Capital Management L.P. Portfolio Holdings by Sector

Octahedron Capital Management L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology UBER YMM GTLB SNOW 4 stocks	$29,703 29.66% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG AMZN W CVNA MELI 5 stocks	$24,115 24.08% of portfolio	4	1	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$12,173 12.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$10,884 10.87% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MDB MSFT HOOD 3 stocks	$10,563 10.55% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA INTC 2 stocks	$7,338 7.33% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$5,371 5.36% of portfolio	1	-	-	-	0 Calls 0 Puts

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