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 GTLB MNDY YMM SNOW DDOG 6 stocks	$33,993 29.92% of portfolio	3	3	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM INTC INTC 4 stocks	$20,372 17.93% of portfolio	4	-	2	-	1 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA AMZN 2 stocks	$14,511 12.77% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MDB HOOD 2 stocks	$14,023 12.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$12,605 11.1% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$10,493 9.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$7,603 6.69% of portfolio	1	-	-	-	0 Calls 0 Puts

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