Triavera Capital LLC Portfolio Holdings by Sector

Triavera Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology SSNC UBER CRM 3 stocks	$27.9 Million 15.3% of portfolio	2	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE SPGI 2 stocks	$23.2 Million 12.68% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$22.8 Million 12.51% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$18 Million 9.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$16.7 Million 9.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$13.9 Million 7.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$12.6 Million 6.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$12.2 Million 6.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$10.7 Million 5.84% of portfolio	-	-	-	-	0 Calls 0 Puts

Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$9.58 Million 5.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$6.28 Million 3.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$6.16 Million 3.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$2.65 Million 1.45% of portfolio	-	1	-	-	0 Calls 0 Puts

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