Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UNTITLED INVESTMENTS LP (CIK 1808696) reported $268.6M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($30.8M, 11.49%), KSPI ($29.2M, 10.86%), NU ($24.4M, 9.08%), MSFT ($21.3M, 7.92%), CPNG ($20.5M, 7.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.8M | 11.49% | 91,284 | Trimmed |
| 2 | KSPI | KASPI KZ JSC | $29.2M | 10.86% | 393,770 | Trimmed |
| 3 | NU | NU HLDGS LTD | $24.4M | 9.08% | 1.7M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $21.3M | 7.92% | 57,449 | Trimmed |
| 5 | CPNG | COUPANG INC | $20.5M | 7.62% | 1.1M | Trimmed |
| 6 | MELI | MERCADOLIBRE INC | $20.3M | 7.55% | 11,734 | Trimmed |
| 7 | TRU | TRANSUNION | $20.0M | 7.43% | 288,538 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $19.0M | 7.06% | 108,740 | Added |
| 9 | WWD | WOODWARD INC | $18.5M | 6.89% | 51,725 | Trimmed |
| 10 | JCI | JOHNSON CONTROLS INTERNATION | $18.1M | 6.75% | 138,519 | Added |
| 11 | META | META PLATFORMS INC | $12.6M | 4.70% | 22,084 | Trimmed |
| 12 | CBRE | CBRE GROUP INC | $11.5M | 4.29% | 85,103 | Trimmed |
| 13 | MA | MASTERCARD INCORPORATED | $10.2M | 3.81% | 20,470 | New |
| 14 | GOOGL | ALPHABET INC | $6.5M | 2.42% | 22,584 | Hold |
| 15 | APG | API GROUP CORP | $3.8M | 1.43% | 94,625 | New |
| 16 | AMAT | APPLIED MATLS INC | $1.8M | 0.69% | 5,390 | New |
| 17 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 18 | SE | SEA LTD | $0 | 0.00% | 0 | Exited |
| 19 | WDAY | WORKDAY INC | $0 | 0.00% | 0 | Exited |
| 20 | SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31