Wim Investment Management LTD Portfolio Holdings by Sector

Wim Investment Management LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$112 Million 38.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT NET 2 stocks	$67.4 Million 23.17% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$28.6 Million 9.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$25.7 Million 8.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER DUOL 2 stocks	$17.5 Million 6.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK PH 2 stocks	$15.1 Million 5.18% of portfolio	2	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM LSCC 3 stocks	$14.3 Million 4.93% of portfolio	2	1	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials R 1 stocks	$5.51 Million 1.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$4.63 Million 1.59% of portfolio	1	-	1	-	0 Calls 0 Puts

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