Varenne Capital Partners Portfolio Holdings by Sector

Varenne Capital Partners

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Electronic Components \| Technology APH 1 stocks	$76,407 22.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$64,798 18.86% of portfolio	1	1	1	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$58,006 16.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME SPGI 2 stocks	$46,969 13.67% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$30,005 8.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$24,255 7.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ADBE AVDX 2 stocks	$20,397 5.94% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology DT 1 stocks	$14,940 4.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical SKX 1 stocks	$3,421 1.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ESGR 1 stocks	$2,710 0.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical EVRI 1 stocks	$1,714 0.5% of portfolio	1	-	1	-	0 Calls 0 Puts

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