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 | 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 |