One01 Capital, LP Portfolio Holdings by Sector

One01 Capital, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT PANW VMW SNPS 4 stocks	$20,037 24.35% of portfolio	3	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$14,097 17.13% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology BILL UBER SNOW 3 stocks	$13,336 16.21% of portfolio	2	1	1	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive FMX 1 stocks	$6,482 7.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology FLEX FN 2 stocks	$6,213 7.55% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$5,586 6.79% of portfolio	2	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$5,371 6.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$5,364 6.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CX 1 stocks	$3,178 3.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$2,612 3.17% of portfolio	-	1	-	-	0 Calls 0 Puts

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