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	$135,512 26.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$79,873 15.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$55,704 10.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$48,416 9.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$47,273 9.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$46,220 8.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$40,174 7.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$35,158 6.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$18,506 3.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services ESGR 1 stocks	$2,909 0.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology PRFT 1 stocks	$2,865 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology PWSC 1 stocks	$1,285 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts

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