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 AVGO 2 stocks	$27,545 17.39% of portfolio	2	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT 1 stocks	$16,640 10.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN SE 2 stocks	$14,417 9.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC 1 stocks	$12,006 7.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$11,749 7.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$11,557 7.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$10,945 6.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$10,693 6.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials CRS 1 stocks	$10,203 6.44% of portfolio	1	-	-	-	0 Calls 0 Puts

Drug Manufacturers—General \| Healthcare LLY 1 stocks	$9,709 6.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services TW 1 stocks	$7,302 4.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SNPS 1 stocks	$7,055 4.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology FICO 1 stocks	$5,163 3.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CSL 1 stocks	$3,421 2.16% of portfolio	-	1	-	-	0 Calls 0 Puts

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