13F HOLDINGS REPORT
UNTITLED INVESTMENTS LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000902664-25-003683
Total Value
$365.9M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSUNION | TRU | 543,458 | $47.8M | 13.07% |
| 2 | MICROSOFT CORP | MSFT | 90,893 | $45.2M | 12.36% |
| 3 | CBRE GROUP INC | CBRE | 276,260 | $38.7M | 10.58% |
| 4 | MERCADOLIBRE INC | MELI | 14,707 | $38.4M | 10.50% |
| 5 | COUPANG INC | CPNG | 1,199,812 | $35.9M | 9.82% |
| 6 | KASPI KZ JSC | 48581R205 | 394,910 | $33.5M | 9.16% |
| 7 | WORKDAY INC | WDAY | 134,500 | $32.3M | 8.82% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 110,261 | $25.0M | 6.82% |
| 9 | ALPHABET INC | GOOG | 103,054 | $18.2M | 4.96% |
| 10 | SEA LTD | SE | 113,542 | $18.2M | 4.96% |
| 11 | META PLATFORMS INC | META | 16,996 | $12.5M | 3.43% |
| 12 | PTC INC | PTC | 54,836 | $9.5M | 2.58% |
| 13 | FLUTTER ENTMT PLC | G3643J108 | 18,960 | $5.4M | 1.48% |
| 14 | SHERWIN WILLIAMS CO | SHW | 15,400 | $5.3M | 1.45% |