Untitled Investments as of March 31, 2021
Portfolio Holdings for Untitled Investments
Untitled Investments holds 15 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.5 | $43M | 182k | 235.77 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 10.8 | $37M | 245k | 150.15 | |
| Paycom Software (PAYC) | 9.5 | $32M | 88k | 370.06 | |
| Sea Sponsord Ads (SE) | 9.2 | $31M | 141k | 223.23 | |
| Stoneco Com Cl A (STNE) | 8.8 | $30M | 492k | 61.22 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 7.7 | $26M | 1.1M | 23.48 | |
| Dynatrace Com New (DT) | 6.8 | $23M | 479k | 48.24 | |
| Farfetch Ord Sh Cl A (FTCHF) | 6.3 | $21M | 404k | 53.02 | |
| Mastercard Incorporated Cl A (MA) | 6.2 | $21M | 59k | 356.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $20M | 9.7k | 2062.49 | |
| Amazon (AMZN) | 5.4 | $18M | 5.9k | 3094.03 | |
| Elastic N V Ord Shs (ESTC) | 5.2 | $18M | 160k | 111.20 | |
| Paypal Holdings (PYPL) | 2.5 | $8.4M | 35k | 242.84 | |
| Servicenow (NOW) | 1.9 | $6.4M | 13k | 500.12 | |
| Ncino | 1.6 | $5.5M | 82k | 66.72 |
