Untitled Investments LP Portfolio Holdings by Sector

Untitled Investments LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CPNG SE AMZN MELI 4 stocks	$79,500 22.06% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Application \| Technology NCNO WDAY 2 stocks	$53,858 14.94% of portfolio	2	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$46,298 12.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$40,442 11.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT DAVA KKS.F 3 stocks	$37,923 10.52% of portfolio	-	3	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IT 1 stocks	$34,212 9.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$24,480 6.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$16,468 4.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare SHC 1 stocks	$14,713 4.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical FND 1 stocks	$12,487 3.46% of portfolio	-	-	-	-	0 Calls 0 Puts

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