Untitled Investments

Untitled Investments as of Dec. 31, 2022

Portfolio Holdings for Untitled Investments

Untitled Investments holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 20.0 $47M 195k 239.82
Servicenow (NOW) 14.1 $33M 85k 388.27
Paycom Software (PAYC) 12.9 $30M 97k 310.31
Dynatrace Com New (DT) 10.4 $24M 635k 38.30
Alphabet Cap Stk Cl A (GOOGL) 7.6 $18M 201k 88.23
Visa Com Cl A (V) 7.4 $17M 84k 207.76
Mastercard Incorporated Cl A (MA) 6.2 $14M 42k 347.73
Ncino (NCNO) 5.5 $13M 490k 26.44
Sea Sponsord Ads (SE) 4.1 $9.5M 182k 52.03
Repay Hldgs Corp Com Cl A (RPAY) 3.0 $7.1M 884k 8.05
Toast Cl A (TOST) 2.6 $6.1M 336k 18.03
Nuvei Corporation Sub Vtg Shs (NVEI) 2.0 $4.6M 181k 25.41
Asml Holding N V N Y Registry Shs (ASML) 1.6 $3.7M 6.8k 546.40
Globant S A (GLOB) 1.2 $2.8M 16k 168.16
Intercontinental Exchange (ICE) 0.5 $1.2M 11k 102.59
Thoughtworks Holding (TWKS) 0.5 $1.1M 105k 10.19
TransDigm Group Incorporated (TDG) 0.4 $907k 1.4k 629.65