Wim Investment Management LTD Portfolio Holdings by Sector

Wim Investment Management LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT NET 2 stocks	$73 Million 30.74% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$72.6 Million 30.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$36.8 Million 15.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology UBER DUOL 2 stocks	$18.8 Million 7.92% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM 2 stocks	$18.1 Million 7.61% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK 1 stocks	$6.5 Million 2.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services TME META 2 stocks	$6.12 Million 2.58% of portfolio	2	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$4.91 Million 2.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials R 1 stocks	$729,000 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts

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