13F HOLDINGS REPORT
UNTITLED INVESTMENTS LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000902664-25-001061
Total Value
$410.2M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSUNION | TRU | 718,650 | $66.6M | 16.24% |
| 2 | KASPI KZ JSC | 48581R205 | 436,925 | $41.4M | 10.09% |
| 3 | COUPANG INC | CPNG | 1,740,408 | $38.3M | 9.33% |
| 4 | MICROSOFT CORP | MSFT | 76,257 | $32.1M | 7.84% |
| 5 | MERCADOLIBRE INC | MELI | 17,481 | $29.7M | 7.25% |
| 6 | ALPHABET INC | GOOG | 145,018 | $27.5M | 6.69% |
| 7 | WORKDAY INC | WDAY | 106,033 | $27.4M | 6.67% |
| 8 | FLOOR & DECOR HLDGS INC | FND | 242,815 | $24.2M | 5.90% |
| 9 | GE AEROSPACE | 369604301 | 134,419 | $22.4M | 5.47% |
| 10 | MASTERCARD INCORPORATED | MA | 42,041 | $22.1M | 5.40% |
| 11 | META PLATFORMS INC | META | 35,178 | $20.6M | 5.02% |
| 12 | VISA INC | V | 52,483 | $16.6M | 4.04% |
| 13 | CBRE GROUP INC | CBRE | 102,325 | $13.4M | 3.28% |
| 14 | NCINO INC | NCNO | 275,737 | $9.3M | 2.26% |
| 15 | WORKIVA INC | WK | 69,841 | $7.6M | 1.86% |
| 16 | APOLLO GLOBAL MGMT INC | 03769M106 | 40,130 | $6.6M | 1.62% |
| 17 | AMAZON COM INC | AMZN | 19,752 | $4.3M | 1.06% |