Untitled Investments as of Dec. 31, 2023
Portfolio Holdings for Untitled Investments
Untitled Investments holds 16 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gartner (IT) | 14.1 | $41M | 91k | 451.11 | |
| Microsoft Corporation (MSFT) | 13.6 | $40M | 105k | 376.04 | |
| Ncino (NCNO) | 10.0 | $29M | 865k | 33.63 | |
| Floor & Decor Hldgs Cl A (FND) | 8.2 | $24M | 213k | 111.56 | |
| Coupang Cl A (CPNG) | 7.3 | $21M | 1.3M | 16.19 | |
| Globant S A (GLOB) | 6.2 | $18M | 75k | 237.98 | |
| Visa Com Cl A (V) | 5.9 | $17M | 66k | 260.35 | |
| Sotera Health (SHC) | 5.5 | $16M | 959k | 16.85 | |
| Sprinklr Cl A (CXM) | 5.2 | $15M | 1.3M | 12.04 | |
| Dynatrace Com New (DT) | 5.1 | $15M | 269k | 54.69 | |
| Amazon (AMZN) | 4.9 | $14M | 95k | 151.94 | |
| Sea Sponsord Ads (SE) | 4.0 | $12M | 285k | 40.50 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $9.6M | 23k | 426.51 | |
| Meta Platforms Cl A (META) | 2.9 | $8.3M | 24k | 353.96 | |
| Endava Ads (DAVA) | 2.6 | $7.6M | 97k | 77.85 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.9M | 28k | 139.69 |
