UNTITLED INVESTMENTS LP
18 holdingsFiling period: 2026-06-30Current AUM: $257.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 72.0K | $34.4M | $29.8M | 11.55% | -19,329 | 2026-06-30 |
| 2 | — | NU HLDGS LTD | 1.89M | $25.3M | $25.3M | 9.81% | +195.6K | 2026-06-30 |
| 3 | — | JOHNSON CONTROLS INTERNATION | 160.3K | $23.4M | $23.4M | 9.08% | +21.8K | 2026-06-30 |
| 4 | CPNG | COUPANG INC | 1.17M | $20.4M | $17.2M | 6.68% | +88.3K | 2026-06-30 |
| 5 | KSPI | KASPI KZ JSC | 216.0K | $18.7M | $21.3M | 8.28% | -177,749 | 2026-06-30 |
| 6 | — | SEAGATE TECHNOLOGY HLDNGS PL | 19.0K | $18.3M | $18.3M | 7.10% | -- | 2026-06-30 |
| 7 | NVDA | NVIDIA CORPORATION | 84.0K | $16.8M | $17.8M | 6.92% | -24,705 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 43.6K | $16.3M | $21.7M | 8.41% | -13,840 | 2026-06-30 |
| 9 | WWD | WOODWARD INC | 34.1K | $14.5M | $10.9M | 4.22% | -17,635 | 2026-06-30 |
| 10 | META | META PLATFORMS INC | 25.0K | $14.1M | $16.8M | 6.51% | +3.0K | 2026-06-30 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | 17.6K | $13.1M | $13.3M | 5.17% | -- | 2026-06-30 |
| 12 | MELI | MERCADOLIBRE INC | 6.8K | $11.6M | $12.5M | 4.84% | -4,908 | 2026-06-30 |
| 13 | GOOGL | ALPHABET INC | 22.6K | $8.1M | $7.8M | 3.02% | -- | 2026-06-30 |
| 14 | MA | MASTERCARD INCORPORATED | 14.2K | $7.3M | $8.2M | 3.17% | -6,230 | 2026-06-30 |
| 15 | CBRE | CBRE GROUP INC | 46.1K | $6.2M | $6.5M | 2.51% | -38,953 | 2026-06-30 |
| 16 | TRU | TRANSUNION | 59.6K | $4.3M | $4.6M | 1.78% | -228,890 | 2026-06-30 |
| 17 | AMAT | APPLIED MATLS INC | 5.4K | $3.9M | $2.3M | 0.88% | -- | 2026-06-30 |
| 18 | WDC | WESTERN DIGITAL CORP | 505 | $322K | $208K | 0.08% | -- | 2026-06-30 |
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