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UNTITLED INVESTMENTS LP 13F holdings

Filed 2026-08-14 · UNTITLED INVESTMENTS LP · 18 positions · $257.0M

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TickerCompanySharesValue% of portfolio
TSMTAIWAN SEMICONDUCTOR MANUFAC72.0K$34.4M13.4%
NUNU HLDGS LTD1.9M$25.3M9.8%
—JOHNSON CONTROLS INTERNATION160.3K$23.4M9.1%
CPNGCOUPANG INC1.2M$20.4M7.9%
KSPIKASPI KZ JSC216.0K$18.7M7.3%
STXSEAGATE TECHNOLOGY HLDNGS PL19.0K$18.3M7.1%
NVDANVIDIA CORPORATION84.0K$16.8M6.5%
MSFTMICROSOFT CORP43.6K$16.3M6.3%
WWDWOODWARD INC34.1K$14.5M5.6%
METAMETA PLATFORMS INC25.0K$14.1M5.5%
SPYSTATE STR SPDR S&P 500 ETF T17.6K$13.1M5.1%
MELIMERCADOLIBRE INC6.8K$11.6M4.5%
GOOGLALPHABET INC22.6K$8.1M3.1%
MAMASTERCARD INCORPORATED14.2K$7.3M2.8%
CBRECBRE GROUP INC46.1K$6.2M2.4%
TRUTRANSUNION59.6K$4.3M1.7%
AMATAPPLIED MATLS INC5.4K$3.9M1.5%
WDCWESTERN DIGITAL CORP505$322,5540.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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