Untitled Investments as of June 30, 2023
Portfolio Holdings for Untitled Investments
Untitled Investments holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.7 | $33M | 97k | 340.54 | |
| Paycom Software (PAYC) | 11.4 | $32M | 100k | 321.24 | |
| Gartner (IT) | 10.5 | $29M | 84k | 350.31 | |
| Sprinklr Cl A (CXM) | 8.9 | $25M | 1.8M | 13.83 | |
| Dynatrace Com New (DT) | 8.4 | $24M | 459k | 51.47 | |
| Servicenow (NOW) | 7.9 | $22M | 40k | 561.97 | |
| Visa Com Cl A (V) | 7.1 | $20M | 84k | 237.48 | |
| Coupang Cl A (CPNG) | 4.9 | $14M | 789k | 17.40 | |
| Globant S A (GLOB) | 4.8 | $14M | 75k | 179.72 | |
| Sotera Health (SHC) | 4.6 | $13M | 685k | 18.84 | |
| Ncino (NCNO) | 4.6 | $13M | 426k | 30.12 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $11M | 28k | 393.30 | |
| Sea Sponsord Ads (SE) | 3.8 | $11M | 182k | 58.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $8.2M | 69k | 119.70 | |
| Amazon (AMZN) | 2.6 | $7.3M | 56k | 130.36 | |
| World Wrestling Entmt Cl A | 1.6 | $4.4M | 41k | 108.47 | |
| Toast Cl A (TOST) | 0.6 | $1.6M | 73k | 22.57 |
