Untitled Investments as of March 31, 2024
Portfolio Holdings for Untitled Investments
Untitled Investments holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 21.1 | $92M | 717k | 128.64 | |
| Microsoft Corporation (MSFT) | 10.1 | $44M | 105k | 420.72 | |
| Gartner (IT) | 9.9 | $43M | 91k | 476.67 | |
| Transunion (TRU) | 8.9 | $39M | 491k | 79.80 | |
| Ncino (NCNO) | 7.6 | $33M | 891k | 37.38 | |
| Coupang Cl A (CPNG) | 6.2 | $27M | 1.5M | 17.79 | |
| Sea Sponsord Ads (SE) | 5.8 | $25M | 471k | 53.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $20M | 134k | 150.93 | |
| Amazon (AMZN) | 3.9 | $17M | 95k | 180.38 | |
| Sotera Health (SHC) | 3.9 | $17M | 1.4M | 12.01 | |
| Meta Platforms Cl A (META) | 3.8 | $17M | 34k | 485.58 | |
| Floor & Decor Hldgs Cl A (FND) | 3.7 | $16M | 126k | 129.62 | |
| General Electric Com New (GE) | 3.4 | $15M | 84k | 175.53 | |
| Visa Com Cl A (V) | 3.3 | $15M | 53k | 279.08 | |
| Mastercard Incorporated Cl A (MA) | 2.4 | $10M | 22k | 481.57 | |
| Endava Ads (DAVA) | 0.8 | $3.7M | 97k | 38.04 | |
| Procore Technologies (PCOR) | 0.3 | $1.3M | 16k | 82.17 | |
| Insight Enterprises (NSIT) | 0.3 | $1.1M | 6.1k | 185.52 |
