Untitled Investments LP Portfolio Holdings by Sector

Untitled Investments LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CPNG MELI AMZN 3 stocks	$72,312 19.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$66,626 18.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$48,200 13.06% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY NCNO WK 3 stocks	$44,265 12.0% of portfolio	1	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$38,723 10.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT KKS.F 2 stocks	$32,142 8.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$24,208 6.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$22,419 6.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE 1 stocks	$13,434 3.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services APO 1 stocks	$6,627 1.8% of portfolio	1	-	1	-	0 Calls 0 Puts

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