Sea Town Holdings Pte. Ltd. Portfolio Holdings by Sector

Sea Town Holdings Pte. Ltd.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AMD 2 stocks	$24,570 16.64% of portfolio	2	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT 1 stocks	$15,030 10.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$10,689 7.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$10,287 6.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$10,000 6.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services TW 1 stocks	$9,633 6.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN SE 2 stocks	$9,423 6.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$9,413 6.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS 1 stocks	$9,120 6.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$9,062 6.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CSL 1 stocks	$8,961 6.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$7,892 5.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$7,092 4.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology GRAB 1 stocks	$6,483 4.39% of portfolio	1	-	-	-	0 Calls 0 Puts

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