13F HOLDINGS REPORT
UNTITLED INVESTMENTS LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000902664-25-002419
Total Value
$353.2M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSUNION | TRU | 724,390 | $60.1M | 17.02% |
| 2 | KASPI KZ JSC | 48581R205 | 426,400 | $39.6M | 11.21% |
| 3 | MICROSOFT CORP | MSFT | 98,811 | $37.1M | 10.50% |
| 4 | MERCADOLIBRE INC | MELI | 17,481 | $34.1M | 9.66% |
| 5 | COUPANG INC | CPNG | 1,448,682 | $31.8M | 9.00% |
| 6 | CBRE GROUP INC | CBRE | 236,230 | $30.9M | 8.75% |
| 7 | WORKDAY INC | WDAY | 113,763 | $26.6M | 7.52% |
| 8 | FLOOR & DECOR HLDGS INC | FND | 248,755 | $20.0M | 5.67% |
| 9 | ALPHABET INC | GOOG | 127,128 | $19.7M | 5.57% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 88,190 | $14.6M | 4.15% |
| 11 | NCINO INC | NCNO | 356,127 | $9.8M | 2.77% |
| 12 | PTC INC | PTC | 62,265 | $9.6M | 2.73% |
| 13 | META PLATFORMS INC | META | 16,114 | $9.3M | 2.63% |
| 14 | FERGUSON ENTERPRISES INC | FERG | 37,155 | $6.0M | 1.69% |
| 15 | GE AEROSPACE | 369604301 | 20,125 | $4.0M | 1.14% |