Wim Investment Management LTD Portfolio Holdings by Sector

Wim Investment Management LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$123 Million 33.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology COIN UBER 2 stocks	$54.7 Million 14.72% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NET PLTR 2 stocks	$53.4 Million 14.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$46.7 Million 12.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA INTC 2 stocks	$21.8 Million 5.87% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$20.9 Million 5.62% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM 1 stocks	$19.4 Million 5.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services INTR ITUB 2 stocks	$16.1 Million 4.33% of portfolio	2	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services XP 1 stocks	$12.3 Million 3.31% of portfolio	1	-	1	-	0 Calls 0 Puts

Other Industrial Metals & Mining \| Basic Materials MP 1 stocks	$1.4 Million 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology VPG 1 stocks	$1.15 Million 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS 1 stocks	$397,072 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

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