The Analysis of UNTITLED INVESTMENTS LP's Holdings


Currently, UNTITLED INVESTMENTS LP holds 18 types of securities in its portfolio with a total value $370.5M. In the most recent quarter, they have increased their positions in NU (+2.0M shares, valued at $31.7M), WWD (+63.9K shares, valued at $16.1M), META (+18.7K shares, valued at $13.7M); decreased their positions in GOOGL (-77.0K shares, valued at $18.7M), CBRE (-116.4K shares, valued at $18.3M), CPNG (-482.5K shares, valued at $15.5M); initiated new positions in NU (+2.0M shares, valued at $31.7M), WWD (+63.9K shares, valued at $16.1M), NVDA (+28.3K shares, valued at $5.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TRU TRANSUNION543.5K shares0.00%2025-09-302025-11-14history
MSFT MICROSOFT CORP64.8K shares-28.65%2025-09-302025-11-14history
MELI MERCADOLIBRE INC14.2K shares-3.60%2025-09-302025-11-14history
KSPI KASPI KZ JSC396.0K shares0.29%2025-09-302025-11-14history
NU NU HLDGS LTD2.0M sharesnew addition2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD105.7K shares-4.12%2025-09-302025-11-14history
META META PLATFORMS INC35.7K shares110.08%2025-09-302025-11-14history
CBRE CBRE GROUP INC159.9K shares-42.13%2025-09-302025-11-14history
Sponsored
CPNG COUPANG INC717.3K shares-40.21%2025-09-302025-11-14history
WDAY WORKDAY INC85.4K shares-36.49%2025-09-302025-11-14history
SE SEA LTD106.4K shares-6.26%2025-09-302025-11-14history
FLUT FLUTTER ENTMT PLC66.9K shares252.64%2025-09-302025-11-14history
WWD WOODWARD INC63.9K sharesnew addition2025-09-302025-11-14history
GOOGL ALPHABET INC26.0K shares-74.73%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION28.3K sharesnew addition2025-09-302025-11-14history
AVGO BROADCOM INC8.4K sharesnew addition2025-09-302025-11-14history
Sponsored
JCI JOHNSON CTLS INTL PLC22.6K sharesnew addition2025-09-302025-11-14history
FIG FIGMA INC10.0K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available