UNTITLED INVESTMENTS LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    18

  • Value ($000)

    $370,458

  • Date Filed
    11/14/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TRANSUNION

COM
89400J107
$45.53M
12 %

543,458

M
MSFT

MICROSOFT CORP

COM
594918104
$33.59M
9 %

64,849

M
MELI

MERCADOLIBRE INC

COM
58733R102
$33.13M
9 %

14,177

K
KSPI

KASPI KZ JSC

SPONSORED ADS
48581R205
$32.35M
9 %

396,040

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$31.69M
9 %

1,979,677

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$29.53M
8 %

105,721

M
META

META PLATFORMS INC

CL A
30303M102
$26.22M
7 %

35,706

C
CBRE

CBRE GROUP INC

CL A
12504L109
$25.19M
7 %

159,883

C
CPNG

COUPANG INC

CL A
22266T109
$23.10M
6 %

717,327

W
WDAY

WORKDAY INC

CL A
98138H101
$20.56M
6 %

85,420

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