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UNTITLED INVESTMENTS LP

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    17

  • Value ($000)

    $332,917

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TRANSUNION

COM
89400J107
$44.89M
14 %

523,528

M
MELI

MERCADOLIBRE INC

COM
58733R102
$32.33M
10 %

16,052

K
KSPI

KASPI KZ JSC

SPONSORED ADS
48581R205
$30.94M
9 %

396,040

M
MSFT

MICROSOFT CORP

COM
594918104
$29.38M
9 %

60,754

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$28.96M
9 %

1,729,812

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$28.83M
9 %

94,881

C
CPNG

COUPANG INC

CL A
22266T109
$25.92M
8 %

1,098,597

C
CBRE

CBRE GROUP INC

CL A
12504L109
$24.6M
7 %

152,973

M
META

META PLATFORMS INC

CL A
30303M102
$20.04M
6 %

30,357

W
WWD

WOODWARD INC

COM
980745103
$19.32M
6 %

63,905

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