Untitled Investments as of Dec. 31, 2025
Portfolio Holdings for Untitled Investments
Untitled Investments holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Transunion (TRU) | 13.5 | $45M | 524k | 85.75 | |
| MercadoLibre (MELI) | 9.7 | $32M | 16k | 2014.26 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 9.3 | $31M | 396k | 78.13 | |
| Microsoft Corporation (MSFT) | 8.8 | $29M | 61k | 483.62 | |
| Nu Hldgs Ord Shs Cl A (NU) | 8.7 | $29M | 1.7M | 16.74 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.7 | $29M | 95k | 303.89 | |
| Coupang Cl A (CPNG) | 7.8 | $26M | 1.1M | 23.59 | |
| Cbre Group Cl A (CBRE) | 7.4 | $25M | 153k | 160.79 | |
| Meta Platforms Cl A (META) | 6.0 | $20M | 30k | 660.09 | |
| Woodward Governor Company (WWD) | 5.8 | $19M | 64k | 302.32 | |
| Sea Sponsored Ads (SE) | 5.0 | $17M | 130k | 127.57 | |
| NVIDIA Corporation (NVDA) | 3.2 | $11M | 57k | 186.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $7.1M | 23k | 313.00 | |
| Workday Cl A (WDAY) | 1.4 | $4.6M | 21k | 214.78 | |
| Broadcom (AVGO) | 1.2 | $4.0M | 12k | 346.10 | |
| Johnson Ctls Intl SHS (JCI) | 0.8 | $2.7M | 23k | 119.75 | |
| Spotify Technology S A SHS (SPOT) | 0.7 | $2.2M | 3.8k | 580.71 |
