Untitled Investments as of June 30, 2024
Portfolio Holdings for Untitled Investments
Untitled Investments holds 18 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 19.5 | $88M | 679k | 129.01 | |
| Transunion (TRU) | 10.3 | $46M | 624k | 74.16 | |
| Microsoft Corporation (MSFT) | 7.9 | $35M | 79k | 446.95 | |
| Coupang Cl A (CPNG) | 7.7 | $35M | 1.7M | 20.95 | |
| Gartner (IT) | 7.6 | $34M | 76k | 449.06 | |
| Sea Sponsord Ads (SE) | 7.5 | $34M | 471k | 71.42 | |
| Ncino (NCNO) | 6.7 | $30M | 959k | 31.45 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $25M | 137k | 182.15 | |
| Workday Cl A (WDAY) | 5.3 | $24M | 106k | 223.56 | |
| Ge Aerospace Com New (GE) | 3.7 | $17M | 104k | 158.97 | |
| Meta Platforms Cl A (META) | 3.4 | $15M | 31k | 504.22 | |
| Sotera Health (SHC) | 3.3 | $15M | 1.2M | 11.87 | |
| Visa Com Cl A (V) | 3.1 | $14M | 53k | 262.47 | |
| Floor & Decor Hldgs Cl A (FND) | 2.8 | $13M | 126k | 99.41 | |
| Mastercard Incorporated Cl A (MA) | 2.4 | $11M | 24k | 441.16 | |
| Amazon (AMZN) | 1.3 | $6.0M | 31k | 193.25 | |
| MercadoLibre (MELI) | 1.1 | $5.1M | 3.1k | 1643.40 | |
| Endava Ads (DAVA) | 0.6 | $2.6M | 89k | 29.24 |
