Untitled Investments as of March 31, 2023
Portfolio Holdings for Untitled Investments
Untitled Investments holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 18.4 | $48M | 166k | 288.30 | |
| Servicenow (NOW) | 12.7 | $33M | 71k | 464.72 | |
| Paycom Software (PAYC) | 11.6 | $30M | 100k | 304.01 | |
| Dynatrace Com New (DT) | 10.2 | $27M | 629k | 42.30 | |
| Sprinklr Cl A (CXM) | 9.0 | $24M | 1.8M | 12.96 | |
| Visa Com Cl A (V) | 7.2 | $19M | 84k | 225.46 | |
| Sea Sponsord Ads (SE) | 6.0 | $16M | 182k | 86.55 | |
| Ncino (NCNO) | 5.6 | $15M | 591k | 24.78 | |
| Globant S A (GLOB) | 4.7 | $12M | 75k | 164.01 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $11M | 110k | 103.73 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $10M | 28k | 363.41 | |
| Coupang Cl A (CPNG) | 3.9 | $10M | 629k | 16.00 | |
| Amazon (AMZN) | 1.1 | $3.0M | 29k | 103.29 | |
| Toast Cl A (TOST) | 1.1 | $2.9M | 161k | 17.75 |
