Institutions / Untitled Investments LP
Untitled Investments LP
CIK 1808696 · Institution · as of Dec 31, 2025
Portfolio value
$332.92M
Positions
17
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| TransUnion | $44.89M | 13.5% |
| MercadoLibre, Inc. | $32.33M | 9.7% |
| Joint Stock Co Kaspi.kzKSPI | $30.94M | 9.3% |
| Microsoft Corp | $29.38M | 8.8% |
| Nu Hldgs Ltd | $28.96M | 8.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $28.83M | 8.7% |
| Coupang, Inc. | $25.92M | 7.8% |
| CBRE Group Inc | $24.60M | 7.4% |
| Meta Platforms Inc | $20.04M | 6.0% |
| Woodward Inc | $19.32M | 5.8% |
| Sea Ltd | $16.52M | 5.0% |
| NVIDIA Corp | $10.59M | 3.2% |
| Alphabet Inc. | $7.07M | 2.1% |
| Workday Inc | $4.59M | 1.4% |
| Broadcom Inc. | $3.99M | 1.2% |
| Johnson Controls International plc | $2.71M | 0.8% |
| Spotify Technology S a | $2.23M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.