Untitled Investments as of June 30, 2025
Portfolio Holdings for Untitled Investments
Untitled Investments holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transunion (TRU) | 13.1 | $48M | 544k | 88.00 | |
| Microsoft Corporation (MSFT) | 12.4 | $45M | 91k | 497.41 | |
| Cbre Group Cl A (CBRE) | 10.6 | $39M | 276k | 140.12 | |
| MercadoLibre (MELI) | 10.5 | $38M | 15k | 2613.63 | |
| Coupang Cl A (CPNG) | 9.8 | $36M | 1.2M | 29.96 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 9.2 | $34M | 395k | 84.89 | |
| Workday Cl A (WDAY) | 8.8 | $32M | 135k | 240.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.8 | $25M | 110k | 226.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $18M | 103k | 176.23 | |
| Sea Sponsored Ads (SE) | 5.0 | $18M | 114k | 159.94 | |
| Meta Platforms Cl A (META) | 3.4 | $13M | 17k | 738.09 | |
| Ptc (PTC) | 2.6 | $9.5M | 55k | 172.34 | |
| Flutter Entmt SHS (FLUT) | 1.5 | $5.4M | 19k | 285.76 | |
| Sherwin-Williams Company (SHW) | 1.4 | $5.3M | 15k | 343.36 |
