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	$92,543 28.3% of portfolio	1	2	1	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$47,824 14.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT KKS.F 2 stocks	$45,211 13.83% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY PTC 2 stocks	$41,730 12.76% of portfolio	1	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$38,709 11.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$30,705 9.39% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$24,973 7.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$5,287 1.62% of portfolio	1	-	1	-	0 Calls 0 Puts

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