Untitled Investments as of Dec. 31, 2024
Portfolio Holdings for Untitled Investments
Untitled Investments holds 17 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transunion (TRU) | 16.2 | $67M | 719k | 92.71 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 10.1 | $41M | 437k | 94.71 | |
| Coupang Cl A (CPNG) | 9.3 | $38M | 1.7M | 21.98 | |
| Microsoft Corporation (MSFT) | 7.8 | $32M | 76k | 421.50 | |
| MercadoLibre (MELI) | 7.2 | $30M | 18k | 1700.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $28M | 145k | 189.30 | |
| Workday Cl A (WDAY) | 6.7 | $27M | 106k | 258.03 | |
| Floor & Decor Hldgs Cl A (FND) | 5.9 | $24M | 243k | 99.70 | |
| Ge Aerospace Com New (GE) | 5.5 | $22M | 134k | 166.79 | |
| Mastercard Incorporated Cl A (MA) | 5.4 | $22M | 42k | 526.57 | |
| Meta Platforms Cl A (META) | 5.0 | $21M | 35k | 585.51 | |
| Visa Com Cl A (V) | 4.0 | $17M | 53k | 316.04 | |
| Cbre Group Cl A (CBRE) | 3.3 | $13M | 102k | 131.29 | |
| Ncino (NCNO) | 2.3 | $9.3M | 276k | 33.58 | |
| Workiva Com Cl A (WK) | 1.9 | $7.6M | 70k | 109.50 | |
| Apollo Global Mgmt (APO) | 1.6 | $6.6M | 40k | 165.16 | |
| Amazon (AMZN) | 1.1 | $4.3M | 20k | 219.39 |
