Untitled Investments as of March 31, 2022
Portfolio Holdings for Untitled Investments
Untitled Investments holds 18 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $44M | 142k | 308.31 | |
| Nuvei Corporation Sub Vtg Shs (NVEI) | 9.3 | $41M | 537k | 75.39 | |
| Amazon (AMZN) | 9.1 | $40M | 12k | 3259.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.9 | $39M | 14k | 2781.36 | |
| Dynatrace Com New (DT) | 8.4 | $36M | 769k | 47.10 | |
| Paycom Software (PAYC) | 7.9 | $34M | 99k | 346.38 | |
| Sea Sponsord Ads (SE) | 7.7 | $34M | 280k | 119.79 | |
| Jamf Hldg Corp (JAMF) | 6.7 | $29M | 837k | 34.81 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 6.3 | $27M | 1.8M | 14.77 | |
| Five9 (FIVN) | 5.3 | $23M | 210k | 110.40 | |
| Ncino | 4.7 | $20M | 494k | 40.98 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 4.7 | $20M | 149k | 135.32 | |
| Cs Disco (LAW) | 3.6 | $15M | 454k | 33.97 | |
| Toast Cl A (TOST) | 2.0 | $8.6M | 395k | 21.73 | |
| Okta Cl A (OKTA) | 1.6 | $6.9M | 46k | 150.96 | |
| Mastercard Incorporated Cl A (MA) | 1.6 | $6.7M | 19k | 357.39 | |
| Veeva Sys Cl A Com (VEEV) | 1.1 | $4.8M | 23k | 212.46 | |
| Gitlab Class A Com (GTLB) | 1.0 | $4.2M | 78k | 54.44 |
