Untitled Investments as of March 31, 2025
Portfolio Holdings for Untitled Investments
Untitled Investments holds 15 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transunion (TRU) | 17.0 | $60M | 724k | 82.99 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 11.2 | $40M | 426k | 92.85 | |
| Microsoft Corporation (MSFT) | 10.5 | $37M | 99k | 375.39 | |
| MercadoLibre (MELI) | 9.7 | $34M | 18k | 1950.87 | |
| Coupang Cl A (CPNG) | 9.0 | $32M | 1.4M | 21.93 | |
| Cbre Group Cl A (CBRE) | 8.7 | $31M | 236k | 130.78 | |
| Workday Cl A (WDAY) | 7.5 | $27M | 114k | 233.53 | |
| Floor & Decor Hldgs Cl A (FND) | 5.7 | $20M | 249k | 80.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $20M | 127k | 154.64 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.1 | $15M | 88k | 166.00 | |
| Ncino (NCNO) | 2.8 | $9.8M | 356k | 27.47 | |
| Ptc (PTC) | 2.7 | $9.6M | 62k | 154.95 | |
| Meta Platforms Cl A (META) | 2.6 | $9.3M | 16k | 576.36 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.7 | $6.0M | 37k | 160.23 | |
| Ge Aerospace Com New (GE) | 1.1 | $4.0M | 20k | 200.15 |
