Nipun Capital, L.P. Portfolio Holdings by Sector

Nipun Capital, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs INDA MCHI FXI SMIN VWO 5 stocks	$151 Million 97.7% of portfolio	4	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$1.7 Million 1.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$1.52 Million 0.98% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IFS 1 stocks	$337,410 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts

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