UNTITLED INVESTMENTS LP

CIK 1808696 · View on SEC EDGAR ↗

Portfolio value
$257.0M
#5,641 of 9,443 by 13F value · top 59.7%
Positions
18
As of
June 30, 2026

Portfolio value QoQ: -4.3% 13F does not disclose cash

Top 10 holdings weight
78.66%
Top 25 holdings weight
100.00%
Positions above 1%
17
Effective number of positions
13.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 15.5% Est. buys $40,743,135 · sells $79,363,007

Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 51.4% still held

New positions
3
Increased
4
Decreased
9
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+7.5%
S&P 500 total return (same window)
+28.1%
Excess return
-20.5%

Annualized: +5.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Technology
35.0%
Industrials
16.4%
Retail
12.4%
Financial Services
10.1%
Financials
9.8%
Communication Services
8.6%
Real Estate
2.4%
Other/Unmapped
5.1%

Full portfolio 18 positions

Type Streak 8Q trend
TSM Taiwan Semiconductor Manufacturing Company Ltd. $34,363,549 13.37% 71,955 $3,514,121 Down ×4
NU Nu Holdings Ltd. Class A Ordinary Shares $25,288,102 9.84% 1,892,822 $899,166 Up ×1
JCI Johnson Controls International plc Ordinary Share $23,416,904 9.11% 160,269 $5,277,841 Up ×2
CPNG Coupang, Inc. Class A Common Stock $20,367,402 7.93% 1,172,562 $-103,748 Up ×1
KSPI Joint Stock Company Kaspi.kz - American Depository Shares $18,716,059 7.28% 216,021 $-10,450,485 Down ×2
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $18,294,470 7.12% 18,958 Up ×1
NVDA NVIDIA Corporation - Common Stock $16,814,563 6.54% 84,035 $-2,149,693 Down ×1
MSFT Microsoft Corporation - Common Stock $16,267,029 6.33% 43,609 $-4,998,867 Down ×5
WWD Woodward, Inc. - Common Stock $14,503,250 5.64% 34,090 $-4,010,162 Down ×2
META Meta Platforms, Inc. - Class A Common Stock $14,109,851 5.49% 25,049 $1,474,932 Up ×1
SPY SPY $13,131,204 5.11% 17,584 Up ×1
MELI MercadoLibre, Inc. - Common Stock $11,586,384 4.51% 6,826 $-8,701,937 Down ×2
GOOGL Alphabet Inc. - Class A Common Stock $8,070,844 3.14% 22,584 $1,576,589
MA Mastercard Incorporated Common Stock $7,313,664 2.85% 14,240 $-2,914,376 Down ×1
CBRE CBRE Group Inc Common Stock Class A $6,215,944 2.42% 46,150 $-5,312,108 Down ×4
TRU TransUnion Common Stock $4,303,007 1.67% 59,648 $-15,660,937 Down ×3
AMAT Applied Materials, Inc. - Common Stock $3,896,970 1.52% 5,390 $2,054,722
WDC Western Digital Corporation - Common Stock $322,554 0.13% 505 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
STX $18,294,470 18,958 7.12%
SPY $13,131,204 17,584 5.11%
WDC $322,554 505 0.13%

Top movers (QoQ)

Security Action Shares Δ Value Δ
TRU Trimmed -229K -$15.7M
KSPI Trimmed -178K -$10.5M
MELI Trimmed -5K -$8.7M
CBRE Trimmed -39K -$5.3M
JCI Bought more +22K +$5.3M
MSFT Trimmed -14K -$5.0M
WWD Trimmed -18K -$4.0M
TSM Trimmed -19K +$3.5M
MA Trimmed -6K -$2.9M
NVDA Trimmed -25K -$2.1M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MA March 31, 2025 42,041 $22,137,529 4.9%
FND June 30, 2025 248,755 $20,017,315 -27.9%
FLUT Dec. 31, 2025 66,860 $16,982,440 -53.6%
V March 31, 2025 52,483 $16,586,727 5.0%
SE March 31, 2026 129,522 $16,523,122 41.0%
NCNO June 30, 2025 356,127 $9,782,809 -28.1%
PTC Sept. 30, 2025 54,836 $9,450,436 -24.8%
WK March 31, 2025 69,841 $7,647,590 -3.0%
APO March 31, 2025 40,130 $6,627,871 -3.9%
FERG June 30, 2025 37,155 $5,953,346 9.9%
SHW Sept. 30, 2025 15,400 $5,287,744 0.5%
WDAY March 31, 2026 21,385 $4,593,070 50.4%
AMZN March 31, 2025 19,752 $4,333,391 35.5%
GE June 30, 2025 20,125 $4,028,019 35.4%
AVGO March 31, 2026 11,542 $3,994,686 20.4%
APG June 30, 2026 94,625 $3,834,205 -1.1%
SPOT March 31, 2026 3,833 $2,225,861 8.7%
FIG Dec. 31, 2025 10,000 $518,700 -28.1%