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	$82,055 24.58% of portfolio	-	2	-	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$54,374 16.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN FLS B 3 stocks	$54,298 16.27% of portfolio	2	1	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$37,629 11.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$37,561 11.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$26,294 7.88% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MRVL 2 stocks	$15,060 4.51% of portfolio	1	1	1	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$14,445 4.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$6,543 1.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ESGR 1 stocks	$2,917 0.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology SMAR 1 stocks	$2,642 0.79% of portfolio	1	-	1	-	0 Calls 0 Puts

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