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 2 stocks	$65,872 21.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$60,117 19.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY NCNO PTC 3 stocks	$45,996 14.95% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT KKS.F 2 stocks	$37,092 12.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$30,894 10.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$28,946 9.41% of portfolio	-	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$20,017 6.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$14,639 4.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$4,028 1.31% of portfolio	-	1	-	-	0 Calls 0 Puts

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