Institutional Manager · CIK 0001808696
UNTITLED INVESTMENTS LP
New York, NY · File #028-20953
Latest AUM
$332.9M
Positions
17
Top-10 Concentration
85.7%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202517 pos · $332.9M
- 13F HOLDINGS REPORTQ/E Sep 202518 pos · $370.5M
- 13F HOLDINGS REPORTQ/E Jun 202514 pos · $365.9M
- 13F HOLDINGS REPORTQ/E Mar 202515 pos · $353.2M
- 13F HOLDINGS REPORTQ/E Dec 202417 pos · $410.2M
- 13F HOLDINGS REPORTQ/E Sep 202417 pos · $451.4M
- 13F HOLDINGS REPORTQ/E Jun 202418 pos · $447.9M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202418 pos · $437.8M
- 13F HOLDINGS REPORTQ/E Mar 202418 pos · $437.8M
- 13F HOLDINGS REPORTQ/E Dec 202320 pos · $282.0M
- 13F HOLDINGS REPORTQ/E Sep 202317 pos · $281.0M
- 13F HOLDINGS REPORTQ/E Jun 202314 pos · $260.7M
- 13F HOLDINGS REPORTQ/E Mar 202317 pos · $233.5M
Top 17 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TRANSUNION | TRU | 523,528 | $44.9M | 13.48% |
| 2 | MERCADOLIBRE INC | MELI | 16,052 | $32.3M | 9.71% |
| 3 | KASPI KZ JSC | 48581R205 | 396,040 | $30.9M | 9.29% |
| 4 | MICROSOFT CORP | MSFT | 60,754 | $29.4M | 8.83% |
| 5 | NU HLDGS LTD | NU | 1,729,812 | $29.0M | 8.70% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 94,881 | $28.8M | 8.66% |
| 7 | COUPANG INC | CPNG | 1,098,597 | $25.9M | 7.78% |
| 8 | CBRE GROUP INC | CBRE | 152,973 | $24.6M | 7.39% |
| 9 | META PLATFORMS INC | META | 30,357 | $20.0M | 6.02% |
| 10 | WOODWARD INC | WWD | 63,905 | $19.3M | 5.80% |
| 11 | SEA LTD | SE | 129,522 | $16.5M | 4.96% |
| 12 | NVIDIA CORPORATION | NVDA | 56,805 | $10.6M | 3.18% |
| 13 | ALPHABET INC | GOOG | 22,584 | $7.1M | 2.12% |
| 14 | WORKDAY INC | WDAY | 21,385 | $4.6M | 1.38% |
| 15 | BROADCOM INC | AVGO | 11,542 | $4.0M | 1.20% |
| 16 | JOHNSON CTLS INTL PLC | G51502105 | 22,605 | $2.7M | 0.81% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 3,833 | $2.2M | 0.67% |