Varenne Capital Partners Portfolio Holdings by Sector

Varenne Capital Partners

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$65,364 28.4% of portfolio	1	1	-	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$36,031 15.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials FLS 1 stocks	$23,511 10.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$23,217 10.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ADBE 1 stocks	$19,130 8.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$14,835 6.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$13,801 6.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$9,947 4.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$7,708 3.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$7,212 3.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$6,740 2.93% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ESGR 1 stocks	$2,678 1.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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