Xn LP Portfolio Holdings by Sector

Xn LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM NVDA 2 stocks	$351,090 15.0% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT META GOOG 3 stocks	$319,727 13.66% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology PCOR CRM MNDY 3 stocks	$300,211 12.83% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$218,216 9.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TOST 1 stocks	$217,545 9.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$204,980 8.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$192,246 8.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$171,234 7.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$154,442 6.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD 1 stocks	$109,655 4.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$68,976 2.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$31,539 1.35% of portfolio	-	-	-	-	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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