13F HOLDINGS REPORT
UNTITLED INVESTMENTS LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000902664-24-006611
Total Value
$451.4M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KASPI KZ JSC | 48581R205 | 721,683 | $76.5M | 16.95% |
| 2 | TRANSUNION | TRU | 675,755 | $70.8M | 15.67% |
| 3 | COUPANG INC | CPNG | 1,740,408 | $42.7M | 9.47% |
| 4 | MICROSOFT CORP | MSFT | 76,257 | $32.8M | 7.27% |
| 5 | NCINO INC | NCNO | 958,818 | $30.3M | 6.71% |
| 6 | MERCADOLIBRE INC | MELI | 13,215 | $27.1M | 6.01% |
| 7 | WORKDAY INC | WDAY | 106,033 | $25.9M | 5.74% |
| 8 | ALPHABET INC | GOOG | 137,218 | $22.8M | 5.04% |
| 9 | MASTERCARD INCORPORATED | MA | 42,041 | $20.8M | 4.60% |
| 10 | SOTERA HEALTH CO | SHC | 1,239,584 | $20.7M | 4.59% |
| 11 | GE AEROSPACE | 369604301 | 103,594 | $19.5M | 4.33% |
| 12 | META PLATFORMS INC | META | 30,638 | $17.5M | 3.89% |
| 13 | VISA INC | V | 52,483 | $14.4M | 3.20% |
| 14 | FLOOR & DECOR HLDGS INC | FND | 109,130 | $13.6M | 3.00% |
| 15 | GARTNER INC | IT | 12,740 | $6.5M | 1.43% |
| 16 | NVIDIA CORPORATION | NVDA | 48,250 | $5.9M | 1.30% |
| 17 | AMAZON COM INC | AMZN | 19,752 | $3.7M | 0.82% |