Untitled Investments as of Sept. 30, 2025
Portfolio Holdings for Untitled Investments
Untitled Investments holds 18 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transunion (TRU) | 12.3 | $46M | 544k | 83.78 | |
| Microsoft Corporation (MSFT) | 9.1 | $34M | 65k | 517.95 | |
| MercadoLibre (MELI) | 8.9 | $33M | 14k | 2336.94 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 8.7 | $32M | 396k | 81.68 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.6 | $32M | 2.0M | 16.01 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.0 | $30M | 106k | 279.29 | |
| Meta Platforms Cl A (META) | 7.1 | $26M | 36k | 734.38 | |
| Cbre Group Cl A (CBRE) | 6.8 | $25M | 160k | 157.56 | |
| Coupang Cl A (CPNG) | 6.2 | $23M | 717k | 32.20 | |
| Workday Cl A (WDAY) | 5.6 | $21M | 85k | 240.73 | |
| Sea Sponsored Ads (SE) | 5.1 | $19M | 106k | 178.73 | |
| Flutter Entmt SHS (FLUT) | 4.6 | $17M | 67k | 254.00 | |
| Woodward Governor Company (WWD) | 4.4 | $16M | 64k | 252.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $6.3M | 26k | 243.10 | |
| NVIDIA Corporation (NVDA) | 1.4 | $5.3M | 28k | 186.58 | |
| Broadcom (AVGO) | 0.8 | $2.8M | 8.5k | 329.91 | |
| Johnson Ctls Intl SHS (JCI) | 0.7 | $2.5M | 23k | 109.95 | |
| Figma Class A Com Stk (FIG) | 0.1 | $519k | 10k | 51.87 |
