Untitled Investments LP Portfolio Holdings by Sector

Untitled Investments LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical MELI CPNG SE 3 stocks	$75,250 23.47% of portfolio	-	3	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$45,530 14.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM NVDA AVGO 3 stocks	$37,597 11.73% of portfolio	2	1	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT KKS.F 2 stocks	$33,588 10.48% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$32,552 10.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$31,694 9.89% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$25,191 7.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY 1 stocks	$20,563 6.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials WWD 1 stocks	$16,149 5.04% of portfolio	1	-	1	-	0 Calls 0 Puts

Building Products & Equipment \| Industrials JCI 1 stocks	$2,485 0.78% of portfolio	1	-	1	-	0 Calls 0 Puts

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