UNTITLED INVESTMENTS LP 13F Holdings

CIK 0001808696

As of Sep 30, 2025, UNTITLED INVESTMENTS LP reported 18 positions worth $370.5M in its SEC Form 13F filing.

Top 18 holdings

SecurityTickerSectorSharesValue% of portfolio
TRANSUNIONTRUIndustrials543,458$45.5M12.29%
MICROSOFT CORPMSFTTechnology64,849$33.6M9.07%
MERCADOLIBRE INCMELIConsumer Cyclical14,177$33.1M8.94%
JOINT STOCK CO KASPIKZKSPITechnology396,040$32.3M8.73%
NU HOLDINGS LTDNUFinancial Services1,979,677$31.7M8.56%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology105,721$29.5M7.97%
META PLATFORMS INCMETACommunication Services35,706$26.2M7.08%
CBRE GROUP INCCBREReal Estate159,883$25.2M6.80%
COUPANG INCCPNGConsumer Cyclical717,327$23.1M6.23%
WORKDAY INCWDAYTechnology85,420$20.6M5.55%
SEA LTDSEConsumer Cyclical106,437 9.0M5.14%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical66,860 7.0M4.58%
WOODWARD INCWWDIndustrials63,905 6.1M4.36%
ALPHABET INCGOOGLEquity26,044$6.3M1.71%
NVIDIA CORPNVDATechnology28,325$5.3M1.43%
BROADCOM INCAVGOTechnology8,450$2.8M0.75%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials22,605$2.5M0.67%
FIGMA INCFIGTechnology10,000$518.7K0.14%