UNTITLED INVESTMENTS LP

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    14

  • Value ($000)

    $365,929

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001808696
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TRANSUNION

COM
89400J107
$47.82 M
13 %

543,458

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$45.21 M
12 %

90,893

CBRE
CBRE

CBRE GROUP INC

CL A
12504L109
$38.71 M
11 %

276,260

MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$38.44 M
11 %

14,707

CPNG
CPNG

COUPANG INC

CL A
22266T109
$35.95 M
10 %

1,199,812

KSPI
KSPI

KASPI KZ JSC

SPONSORED ADS
48581R205
$33.52 M
9 %

394,910

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$32.28 M
9 %

134,500

TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$24.97 M
7 %

110,261

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$18.16 M
5 %

103,054

SE
SE

SEA LTD

SPONSORED ADS
81141R100
$18.16 M
5 %

113,542

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