Untitled Investments Lp Top Holdings and 13F Report (2025) About Untitled Investments LpInvestment ActivityUntitled Investments Lp has $410.19 million in total holdings as of December 31, 2024.Untitled Investments Lp owns shares of 17 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 15.00% of the portfolio was purchased this quarter.About 20.22% of the portfolio was sold this quarter.This quarter, Untitled Investments Lp has purchased 17 new stocks and bought additional shares in 6 stocks.Untitled Investments Lp sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings TransUnion $66,626,042KASPI KZ JSC $41,381,167Coupang $38,254,168Microsoft $32,142,326MercadoLibre $29,725,392 Largest New Holdings this Quarter CBRE Group $13,434,249 HoldingWorkiva $7,647,590 HoldingApollo Global Management $6,627,871 Holding Largest Purchases this Quarter CBRE Group 102,325 shares (about $13.43M)Floor & Decor 133,685 shares (about $13.33M)Workiva 69,841 shares (about $7.65M)MercadoLibre 4,266 shares (about $7.25M)Apollo Global Management 40,130 shares (about $6.63M) Largest Sales this Quarter KASPI KZ JSC 284,758 shares (about $26.97M)nCino 683,081 shares (about $22.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUntitled Investments Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTRUTransUnion$66,626,042$3,976,795 ▲6.3%718,65016.2%Business ServicesKASPI KZ JSC$41,381,167$26,969,430 ▼-39.5%436,92510.1%SPONSORED ADSCPNGCoupang$38,254,1680.0%1,740,4089.3%Retail/WholesaleMSFTMicrosoft$32,142,3260.0%76,2577.8%Computer and TechnologyMELIMercadoLibre$29,725,392$7,254,077 ▲32.3%17,4817.2%Retail/WholesaleGOOGLAlphabet$27,451,907$1,476,540 ▲5.7%145,0186.7%Computer and TechnologyWDAYWorkday$27,359,6950.0%106,0336.7%Computer and TechnologyFNDFloor & Decor$24,208,656$13,328,395 ▲122.5%242,8155.9%Retail/WholesaleGEGeneral Electric$22,419,745$5,141,302 ▲29.8%134,4195.5%TransportationMAMastercard$22,137,5290.0%42,0415.4%Business ServicesMETAMeta Platforms$20,597,071$2,658,215 ▲14.8%35,1785.0%Computer and TechnologyVVisa$16,586,7270.0%52,4834.0%Business ServicesCBRECBRE Group$13,434,249$13,434,249 ▲New Holding102,3253.3%FinanceNCNOnCino$9,259,248$22,937,859 ▼-71.2%275,7372.3%Computer and TechnologyWKWorkiva$7,647,590$7,647,590 ▲New Holding69,8411.9%Computer and TechnologyAPOApollo Global Management$6,627,871$6,627,871 ▲New Holding40,1301.6%FinanceAMZNAmazon.com$4,333,3910.0%19,7521.1%Retail/WholesaleSHCSotera Health$0$20,701,053 ▼-100.0%00.0%MedicalITGartner$0$6,456,122 ▼-100.0%00.0%Business ServicesNVDANVIDIA$0$5,859,480 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
