Filed: 2/17/2026ACC: 0000902664-26-001141
📋 What this filing means
UNTITLED INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $332.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$332.92M
Total AUM (reported)
4.44M
Total Shares
Allocation by class
COM$140.52M42.2%
SPONSORED ADS$76.30M22.9%
CL A$75.14M22.6%
ORD SHS CL A$28.96M8.7%
CAP STK CL A$7.07M2.1%
SHS$4.93M1.5%
Portfolio Concentration
Top 3$108.17M32.5%
4–10$177.04M53.2%
11–25$47.71M14.3%
Top 3 weight
32.5%
Top 10 weight
85.7%
Voting Authority Distribution
Total shares with voting rights: 4.44M
Sole
Full voting authority
4.44M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
TRANSUNION
SOLEShares523.53K
TypeSH
Market value$44.89M
13.48%
Sole
523.53K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares16.05K
TypeSH
Market value$32.33M
9.71%
Sole
16.05K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares396.04K
TypeSH
Market value$30.94M
9.29%
Sole
396.04K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares60.75K
TypeSH
Market value$29.38M
8.83%
Sole
60.75K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.73M
TypeSH
Market value$28.96M
8.70%
Sole
1.73M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares94.88K
TypeSH
Market value$28.83M
8.66%
Sole
94.88K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.10M
TypeSH
Market value$25.92M
7.78%
Sole
1.10M
Shared
0.00
None
0.00
CBRE GROUP INC
SOLEShares152.97K
TypeSH
Market value$24.60M
7.39%
Sole
152.97K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares30.36K
TypeSH
Market value$20.04M
6.02%
Sole
30.36K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares63.91K
TypeSH
Market value$19.32M
5.80%
Sole
63.91K
Shared
0.00
None
0.00
SEA LTD
SOLEShares129.52K
TypeSH
Market value$16.52M
4.96%
Sole
129.52K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares56.80K
TypeSH
Market value$10.59M
3.18%
Sole
56.80K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares22.58K
TypeSH
Market value$7.07M
2.12%
Sole
22.58K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares21.39K
TypeSH
Market value$4.59M
1.38%
Sole
21.39K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares11.54K
TypeSH
Market value$3.99M
1.20%
Sole
11.54K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares22.61K
TypeSH
Market value$2.71M
0.81%
Sole
22.61K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares3.83K
TypeSH
Market value$2.23M
0.67%
Sole
3.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRANSUNIONSOLE | COM | 523.53K | SH | $44.89M 13.48% | 523.53K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 16.05K | SH | $32.33M 9.71% | 16.05K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 396.04K | SH | $30.94M 9.29% | 396.04K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 60.75K | SH | $29.38M 8.83% | 60.75K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.73M | SH | $28.96M 8.70% | 1.73M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 94.88K | SH | $28.83M 8.66% | 94.88K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.10M | SH | $25.92M 7.78% | 1.10M | 0.00 | 0.00 |
CBRE GROUP INCSOLE | CL A | 152.97K | SH | $24.60M 7.39% | 152.97K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 30.36K | SH | $20.04M 6.02% | 30.36K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 63.91K | SH | $19.32M 5.80% | 63.91K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORED ADS | 129.52K | SH | $16.52M 4.96% | 129.52K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 56.80K | SH | $10.59M 3.18% | 56.80K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 22.58K | SH | $7.07M 2.12% | 22.58K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 21.39K | SH | $4.59M 1.38% | 21.39K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 11.54K | SH | $3.99M 1.20% | 11.54K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 22.61K | SH | $2.71M 0.81% | 22.61K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 3.83K | SH | $2.23M 0.67% | 3.83K | 0.00 | 0.00 |