UNTITLED INVESTMENTS LP

Q4 2024 13F Holdings

  • Location
    new york, NY
  • Num holdings

    17

  • Value ($000)

    $410,193

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

TRANSUNION

COM
89400J107
$66.63M
16 %

718,650

KSPI
KSPI

KASPI KZ JSC

SPONSORED ADS
48581R205
$41.38M
10 %

436,925

CPNG
CPNG

COUPANG INC

CL A
22266T109
$38.25M
9 %

1,740,408

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$32.14M
8 %

76,257

MELI
MELI

MERCADOLIBRE INC

COM
58733R102
$29.73M
7 %

17,481

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$27.45M
7 %

145,018

WDAY
WDAY

WORKDAY INC

CL A
98138H101
$27.36M
7 %

106,033

FND
FND

FLOOR & DECOR HLDGS INC

CL A
339750101
$24.21M
6 %

242,815

GE
GE

GE AEROSPACE

COM NEW
369604301
$22.42M
6 %

134,419

MA
MA

MASTERCARD INCORPORATED

CL A
57636Q104
$22.14M
5 %

42,041

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