Untitled Investments

Untitled Investments as of March 31, 2026

Portfolio Holdings for Untitled Investments

Untitled Investments holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 11.5 $31M 91k 337.95
Kaspi Kz Jsc Sponsored Ads (KSPI) 10.9 $29M 394k 74.07
Nu Hldgs Ord Shs Cl A (NU) 9.1 $24M 1.7M 14.37
Microsoft Corporation (MSFT) 7.9 $21M 57k 370.17
Coupang Cl A (CPNG) 7.6 $21M 1.1M 18.88
MercadoLibre (MELI) 7.6 $20M 12k 1729.02
Transunion (TRU) 7.4 $20M 289k 69.19
NVIDIA Corporation (NVDA) 7.1 $19M 109k 174.40
Woodward Governor Company (WWD) 6.9 $19M 52k 357.92
Johnson Controls Internation SHS (JCI) 6.8 $18M 139k 130.95
Meta Platforms Cl A (META) 4.7 $13M 22k 572.13
Cbre Group Cl A (CBRE) 4.3 $12M 85k 135.46
Mastercard Incorporated Cl A (MA) 3.8 $10M 21k 499.66
Alphabet Cap Stk Cl A (GOOGL) 2.4 $6.5M 23k 287.56
Api Group Corp Com Stk (APG) 1.4 $3.8M 95k 40.52
Applied Materials (AMAT) 0.7 $1.8M 5.4k 341.79