Untitled Investments LP Portfolio Holdings by Sector

Untitled Investments LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CPNG MELI AMZN 3 stocks	$73,506 19.61% of portfolio	2	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$70,744 18.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NCNO WDAY 2 stocks	$56,175 14.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$40,295 10.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$35,189 9.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT KKS.F 2 stocks	$32,808 8.75% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$20,688 5.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$19,531 5.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$13,549 3.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$6,456 1.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$5,858 1.56% of portfolio	1	-	1	-	0 Calls 0 Puts

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