Varenne Capital Partners Portfolio Holdings by Sector

Varenne Capital Partners

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Electronic Components \| Technology APH GLW 2 stocks	$100,457 30.76% of portfolio	1	1	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$53,564 16.4% of portfolio	-	2	-	-	0 Calls 0 Puts
Railroads \| Industrials WAB 1 stocks	$52,571 16.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER ADSK ZM 3 stocks	$42,643 13.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare UHS 1 stocks	$37,669 11.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ADBE AVDX 2 stocks	$18,887 5.78% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$9,947 3.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology MU AVGO 2 stocks	$5,509 1.69% of portfolio	2	-	2	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$3,720 1.14% of portfolio	1	-	1	-	0 Calls 0 Puts

Travel Services \| Consumer Cyclical BKNG 1 stocks	$1,581 0.48% of portfolio	1	-	1	-	0 Calls 0 Puts

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