Talos Asset Management LP Portfolio Holdings by Sector

Talos Asset Management LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductor Equipment & Materials \| Technology ASML AMAT TER KLAC 4 stocks	$102 Million 26.16% of portfolio	4	-	4	-	0 Calls 0 Puts
Electronic Components \| Technology JBL GLW APH 3 stocks	$92 Million 23.63% of portfolio	2	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC STX 2 stocks	$80.3 Million 20.64% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA MCHP QRVO GFS ON 5 stocks	$77.9 Million 20.02% of portfolio	2	3	2	-	0 Calls 0 Puts
Communication Equipment \| Technology HPE CIEN 2 stocks	$24.7 Million 6.36% of portfolio	2	-	2	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$12.4 Million 3.19% of portfolio	1	-	1	-	0 Calls 0 Puts

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