Wim Investment Management LTD Portfolio Holdings by Sector

Wim Investment Management LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$71.9 Million 30.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$31.4 Million 13.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$31.3 Million 13.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology NET 1 stocks	$26.7 Million 11.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK PH 2 stocks	$18.3 Million 7.67% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$16.6 Million 6.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM LSCC 3 stocks	$16.2 Million 6.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TCOM 1 stocks	$12.8 Million 5.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$6.1 Million 2.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials R 1 stocks	$5.05 Million 2.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology EPAM 1 stocks	$2.74 Million 1.14% of portfolio	1	-	1	-	0 Calls 0 Puts

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