
UNTITLED INVESTMENTS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | NU | 1.70M | $24.39M |
![]() | CPNG | 1.08M | $20.47M |
![]() | TRU | 289K | $19.96M |
![]() | JCI | 139K | $18.14M |
![]() | NVDA | 109K | $18.96M |
![]() | APG | 95K | $3.83M |
![]() | TSM | 91K | $30.85M |
![]() | CBRE | 85K | $11.53M |
![]() | MSFT | 57K | $21.27M |
![]() | WWD | 52K | $18.51M |
![]() | GOOGL | 23K | $6.49M |
![]() | META | 22K | $12.63M |
![]() | MA | 20K | $10.23M |
![]() | MELI | 12K | $20.29M |
![]() | AMAT | 5K | $1.84M |

Nu Holdings Ltd.
NU
Shares Held
1.70M
Value
$24.39M

Coupang, Inc.
CPNG
Shares Held
1.08M
Value
$20.47M

TransUnion
TRU
Shares Held
289K
Value
$19.96M

Johnson Controls International plc
JCI
Shares Held
139K
Value
$18.14M

NVIDIA Corporation
NVDA
Shares Held
109K
Value
$18.96M

APi Group Corporation
APG
Shares Held
95K
Value
$3.83M

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
91K
Value
$30.85M

CBRE Group, Inc.
CBRE
Shares Held
85K
Value
$11.53M

Microsoft Corporation
MSFT
Shares Held
57K
Value
$21.27M

Woodward, Inc.
WWD
Shares Held
52K
Value
$18.51M

Alphabet Inc.
GOOGL
Shares Held
23K
Value
$6.49M

Meta Platforms, Inc.
META
Shares Held
22K
Value
$12.63M

Mastercard Incorporated
MA
Shares Held
20K
Value
$10.23M

MercadoLibre, Inc.
MELI
Shares Held
12K
Value
$20.29M

Applied Materials, Inc.
AMAT
Shares Held
5K
Value
$1.84M
