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 SNOW GTLB YMM BRZE 5 stocks	$29,144 35.4% of portfolio	4	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG PDD 3 stocks	$21,186 25.74% of portfolio	1	2	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META DASH GOOGL 3 stocks	$12,786 15.53% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$12,148 14.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology LRCX ASML 2 stocks	$5,008 6.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials BZ 1 stocks	$1,059 1.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ZS 1 stocks	$991 1.2% of portfolio	1	-	1	-	0 Calls 0 Puts

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