UNTITLED INVESTMENTS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 1.73M | $28.96M |
 | CPNG | 1.10M | $25.92M |
 | TRU | 524K | $44.89M |
 | CBRE | 153K | $24.60M |
 | SE | 130K | $16.52M |
 | TSM | 95K | $28.83M |
 | WWD | 64K | $19.32M |
 | MSFT | 61K | $29.38M |
 | NVDA | 57K | $10.59M |
 | META | 30K | $20.04M |
 | JCI | 23K | $2.71M |
 | GOOGL | 23K | $7.07M |
 | WDAY | 21K | $4.59M |
 | MELI | 16K | $32.33M |
 | AVGO | 12K | $3.99M |
 | SPOT | 4K | $2.23M |
Nu Holdings Ltd.
NU
Shares Held
1.73M
Value
$28.96M
Coupang, Inc.
CPNG
Shares Held
1.10M
Value
$25.92M
TransUnion
TRU
Shares Held
524K
Value
$44.89M
CBRE Group, Inc.
CBRE
Shares Held
153K
Value
$24.60M
Sea Limited
SE
Shares Held
130K
Value
$16.52M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
95K
Value
$28.83M
Woodward, Inc.
WWD
Shares Held
64K
Value
$19.32M
Microsoft Corporation
MSFT
Shares Held
61K
Value
$29.38M
NVIDIA Corporation
NVDA
Shares Held
57K
Value
$10.59M
Meta Platforms, Inc.
META
Shares Held
30K
Value
$20.04M
Johnson Controls International plc
JCI
Shares Held
23K
Value
$2.71M
Alphabet Inc.
GOOGL
Shares Held
23K
Value
$7.07M
Workday, Inc.
WDAY
Shares Held
21K
Value
$4.59M
MercadoLibre, Inc.
MELI
Shares Held
16K
Value
$32.33M
Broadcom Inc.
AVGO
Shares Held
12K
Value
$3.99M
Spotify Technology S.A.
SPOT
Shares Held
4K
Value
$2.23M