Filed: 11/14/2025ACC: 0000902664-25-005063
📋 What this filing means
UNTITLED INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $370.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$370.46M
Total AUM (reported)
4.43M
Total Shares
Allocation by class
COM$136.47M36.8%
CL A$95.07M25.7%
SPONSORED ADS$80.90M21.8%
ORD SHS CL A$31.69M8.6%
SHS$19.47M5.3%
CAP STK CL A$6.33M1.7%
CLASS A COM STK$518.7K0.1%
Portfolio Concentration
Top 3$112.25M30.3%
4–10$188.64M50.9%
11–25$69.56M18.8%
Top 3 weight
30.3%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 4.43M
Sole
Full voting authority
4.43M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
TRANSUNION
SOLEShares543.46K
TypeSH
Market value$45.53M
12.29%
Sole
543.46K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares64.85K
TypeSH
Market value$33.59M
9.07%
Sole
64.85K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares14.18K
TypeSH
Market value$33.13M
8.94%
Sole
14.18K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares396.04K
TypeSH
Market value$32.35M
8.73%
Sole
396.04K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.98M
TypeSH
Market value$31.69M
8.56%
Sole
1.98M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares105.72K
TypeSH
Market value$29.53M
7.97%
Sole
105.72K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares35.71K
TypeSH
Market value$26.22M
7.08%
Sole
35.71K
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares159.88K
TypeSH
Market value$25.19M
6.80%
Sole
159.88K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares717.33K
TypeSH
Market value$23.10M
6.23%
Sole
717.33K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares85.42K
TypeSH
Market value$20.56M
5.55%
Sole
85.42K
Shared
0.00
None
0.00
SEA LTD
SOLEShares106.44K
TypeSH
Market value$19.02M
5.14%
Sole
106.44K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares66.86K
TypeSH
Market value$16.98M
4.58%
Sole
66.86K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares63.91K
TypeSH
Market value$16.15M
4.36%
Sole
63.91K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26.04K
TypeSH
Market value$6.33M
1.71%
Sole
26.04K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares28.32K
TypeSH
Market value$5.28M
1.43%
Sole
28.32K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares8.45K
TypeSH
Market value$2.79M
0.75%
Sole
8.45K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares22.61K
TypeSH
Market value$2.49M
0.67%
Sole
22.61K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares10K
TypeSH
Market value$518.7K
0.14%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRANSUNIONSOLE | COM | 543.46K | SH | $45.53M 12.29% | 543.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 64.85K | SH | $33.59M 9.07% | 64.85K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 14.18K | SH | $33.13M 8.94% | 14.18K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 396.04K | SH | $32.35M 8.73% | 396.04K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.98M | SH | $31.69M 8.56% | 1.98M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 105.72K | SH | $29.53M 7.97% | 105.72K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 35.71K | SH | $26.22M 7.08% | 35.71K | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 159.88K | SH | $25.19M 6.80% | 159.88K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 717.33K | SH | $23.10M 6.23% | 717.33K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 85.42K | SH | $20.56M 5.55% | 85.42K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORED ADS | 106.44K | SH | $19.02M 5.14% | 106.44K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 66.86K | SH | $16.98M 4.58% | 66.86K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 63.91K | SH | $16.15M 4.36% | 63.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 26.04K | SH | $6.33M 1.71% | 26.04K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 28.32K | SH | $5.28M 1.43% | 28.32K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 8.45K | SH | $2.79M 0.75% | 8.45K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 22.61K | SH | $2.49M 0.67% | 22.61K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 10K | SH | $518.7K 0.14% | 10K | 0.00 | 0.00 |