UNTITLED INVESTMENTS LP

Q1 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    15

  • Value ($000)

    $353,151

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0001808696
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TRANSUNION

COM
89400J107
$60.12M
17 %

724,390

KSPI
KSPI

KASPI KZ JSC

SPONSORED ADS
48581R205
$39.59M
11 %

426,400

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$37.09M
11 %

98,811

MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$34.10M
10 %

17,481

CPNG
CPNG

COUPANG INC

CL A
22266T109
$31.77M
9 %

1,448,682

CBRE
CBRE

CBRE GROUP INC

CL A
12504L109
$30.89M
9 %

236,230

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$26.57M
8 %

113,763

FND
FND

FLOOR & DECOR HLDGS INC

CL A
339750101
$20.02M
6 %

248,755

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$19.66M
6 %

127,128

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$14.64M
4 %

88,190

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