Octahedron Capital Management L.P. Portfolio Holdings by Sector

Octahedron Capital Management L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology UBER MNDY YMM NOW SNOW COIN 6 stocks	$40,042 24.31% of portfolio	5	1	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$27,633 16.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM INTC AVGO 4 stocks	$26,877 16.32% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology HOOD MDB CFLT 3 stocks	$22,486 13.65% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$15,971 9.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA AMZN 2 stocks	$15,437 9.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML ONTO 2 stocks	$12,006 7.29% of portfolio	2	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$4,284 2.6% of portfolio	1	-	1	-	0 Calls 0 Puts

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