Talos Asset Management LP Portfolio Holdings by Sector

Talos Asset Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA TXN MU ADI ALGM QRVO AVGO 7 stocks	$107 Million 48.59% of portfolio	3	4	2	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN NOK 2 stocks	$27.4 Million 12.42% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Application \| Technology CDNS 1 stocks	$26.3 Million 11.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology GLW APH 2 stocks	$24 Million 10.88% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$15.5 Million 7.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology STX 1 stocks	$15.4 Million 6.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$4.81 Million 2.18% of portfolio	-	1	-	-	0 Calls 0 Puts

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