UNTITLED INVESTMENTS LP
16 holdingsFiling period: 2026-03-31Current AUM: $295.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 91.3K | $30.8M | $36.9M | 12.51% | -3,597 | 2026-03-31 |
| 2 | KSPI | KASPI KZ JSC | 393.8K | $29.2M | $35.0M | 11.85% | -2,270 | 2026-03-31 |
| 3 | — | NU HLDGS LTD | 1.70M | $24.4M | $24.4M | 8.27% | -32,600 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 57.4K | $21.3M | $26.7M | 9.05% | -3,305 | 2026-03-31 |
| 5 | CPNG | COUPANG INC | 1.08M | $20.5M | $17.7M | 6.01% | -14,320 | 2026-03-31 |
| 6 | MELI | MERCADOLIBRE INC | 11.7K | $20.3M | $22.0M | 7.47% | -4,318 | 2026-03-31 |
| 7 | TRU | TRANSUNION | 288.5K | $20.0M | $22.7M | 7.69% | -234,990 | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 108.7K | $19.0M | $21.8M | 7.40% | +51.9K | 2026-03-31 |
| 9 | WWD | WOODWARD INC | 51.7K | $18.5M | $18.7M | 6.32% | -12,180 | 2026-03-31 |
| 10 | — | JOHNSON CONTROLS INTERNATION | 138.5K | $18.1M | $18.1M | 6.15% | +115.9K | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 22.1K | $12.6M | $12.3M | 4.17% | -8,273 | 2026-03-31 |
| 12 | CBRE | CBRE GROUP INC | 85.1K | $11.5M | $12.5M | 4.23% | -67,870 | 2026-03-31 |
| 13 | MA | MASTERCARD INCORPORATED | 20.5K | $10.2M | $11.7M | 3.98% | -- | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC | 22.6K | $6.5M | $8.0M | 2.73% | -- | 2026-03-31 |
| 15 | APG | API GROUP CORP | 94.6K | $3.8M | $3.8M | 1.27% | -- | 2026-03-31 |
| 16 | AMAT | APPLIED MATLS INC | 5.4K | $1.8M | $2.7M | 0.93% | -- | 2026-03-31 |
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