Untitled Investments as of Sept. 30, 2024
Portfolio Holdings for Untitled Investments
Untitled Investments holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 16.9 | $77M | 722k | 105.99 | |
| Transunion (TRU) | 15.7 | $71M | 676k | 104.70 | |
| Coupang Cl A (CPNG) | 9.5 | $43M | 1.7M | 24.55 | |
| Microsoft Corporation (MSFT) | 7.3 | $33M | 76k | 430.30 | |
| Ncino (NCNO) | 6.7 | $30M | 959k | 31.59 | |
| MercadoLibre (MELI) | 6.0 | $27M | 13k | 2051.96 | |
| Workday Cl A (WDAY) | 5.7 | $26M | 106k | 244.41 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $23M | 137k | 165.85 | |
| Mastercard Incorporated Cl A (MA) | 4.6 | $21M | 42k | 493.80 | |
| Sotera Health (SHC) | 4.6 | $21M | 1.2M | 16.70 | |
| Ge Aerospace Com New (GE) | 4.3 | $20M | 104k | 188.58 | |
| Meta Platforms Cl A (META) | 3.9 | $18M | 31k | 572.44 | |
| Visa Com Cl A (V) | 3.2 | $14M | 53k | 274.95 | |
| Floor & Decor Hldgs Cl A (FND) | 3.0 | $14M | 109k | 124.17 | |
| Gartner (IT) | 1.4 | $6.5M | 13k | 506.76 | |
| NVIDIA Corporation (NVDA) | 1.3 | $5.9M | 48k | 121.44 | |
| Amazon (AMZN) | 0.8 | $3.7M | 20k | 186.33 |
