Infinitum Asset Management, LLC Portfolio Holdings by Sector

Infinitum Asset Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical SE AMZN 2 stocks	$118 Million 32.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology U GTLB 2 stocks	$99.6 Million 27.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$48.9 Million 13.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$27.3 Million 7.43% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CFLT 1 stocks	$24.8 Million 6.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$16.5 Million 4.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials ACHR 1 stocks	$10.7 Million 2.9% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$9.68 Million 2.63% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical TRIP 1 stocks	$6.19 Million 1.68% of portfolio	1	-	-	-	0 Calls 0 Puts

Entertainment \| Communication Services MANU 1 stocks	$5.6 Million 1.52% of portfolio	-	-	-	-	0 Calls 0 Puts

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