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UNTITLED INVESTMENTS LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $256,981,750
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $34,363,549
- NU HLDGS LTD · ORD SHS CL A · G6683N103 · shares: $25,288,102
- JOHNSON CONTROLS INTERNATION · SHS · G51502105 · shares: $23,416,904
- COUPANG INC · CL A · 22266T109 · shares: $20,367,402
- KASPI KZ JSC · SPONSORED ADS · 48581R205 · shares: $18,716,059
- SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS · G7997R103 · shares: $18,294,470
- NVIDIA CORPORATION · COM · 67066G104 · shares: $16,814,563
- MICROSOFT CORP · COM · 594918104 · shares: $16,267,029
- WOODWARD INC · COM · 980745103 · shares: $14,503,250
- META PLATFORMS INC · CL A · 30303M102 · shares: $14,109,851
Reported holdings
18 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 71,955 shares | $34,363,549 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 1,892,822 shares | $25,288,102 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 160,269 shares | $23,416,904 |
| COUPANG INC | CL A | 22266T109 | — | 1,172,562 shares | $20,367,402 |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | — | 216,021 shares | $18,716,059 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 18,958 shares | $18,294,470 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 84,035 shares | $16,814,563 |
| MICROSOFT CORP | COM | 594918104 | — | 43,609 shares | $16,267,029 |
| WOODWARD INC | COM | 980745103 | — | 34,090 shares | $14,503,250 |
| META PLATFORMS INC | CL A | 30303M102 | — | 25,049 shares | $14,109,851 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 17,584 shares | $13,131,204 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 6,826 shares | $11,586,384 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 22,584 shares | $8,070,844 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 14,240 shares | $7,313,664 |
| CBRE GROUP INC | CL A | 12504L109 | — | 46,150 shares | $6,215,944 |
| TRANSUNION | COM | 89400J107 | — | 59,648 shares | $4,303,007 |
| APPLIED MATLS INC | COM | 038222105 | — | 5,390 shares | $3,896,970 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 505 shares | $322,554 |