13F HOLDINGS REPORT
UNTITLED INVESTMENTS LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000902664-25-005063
Total Value
$370.5M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSUNION | TRU | 543,458 | $45.5M | 12.29% |
| 2 | MICROSOFT CORP | MSFT | 64,849 | $33.6M | 9.07% |
| 3 | MERCADOLIBRE INC | MELI | 14,177 | $33.1M | 8.94% |
| 4 | KASPI KZ JSC | 48581R205 | 396,040 | $32.3M | 8.73% |
| 5 | NU HLDGS LTD | NU | 1,979,677 | $31.7M | 8.56% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 105,721 | $29.5M | 7.97% |
| 7 | META PLATFORMS INC | META | 35,706 | $26.2M | 7.08% |
| 8 | CBRE GROUP INC | CBRE | 159,883 | $25.2M | 6.80% |
| 9 | COUPANG INC | CPNG | 717,327 | $23.1M | 6.23% |
| 10 | WORKDAY INC | WDAY | 85,420 | $20.6M | 5.55% |
| 11 | SEA LTD | SE | 106,437 | $19.0M | 5.14% |
| 12 | FLUTTER ENTMT PLC | G3643J108 | 66,860 | $17.0M | 4.58% |
| 13 | WOODWARD INC | WWD | 63,905 | $16.1M | 4.36% |
| 14 | ALPHABET INC | GOOG | 26,044 | $6.3M | 1.71% |
| 15 | NVIDIA CORPORATION | NVDA | 28,325 | $5.3M | 1.43% |
| 16 | BROADCOM INC | AVGO | 8,450 | $2.8M | 0.75% |
| 17 | JOHNSON CTLS INTL PLC | G51502105 | 22,605 | $2.5M | 0.67% |
| 18 | FIGMA INC | FIG | 10,000 | $518,700 | 0.14% |