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Funds / Untitled Investments LP
Institutional Fund

Untitled Investments LP

New York, NYCIK 18086965 filings on record

Portfolio Value
$268.57M
Q1 2026
Holdings
16
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-19.3%
from $332.92M

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Taiwan Semiconductor Mfg Ltd11.5%
  • Kaspi Kz Jsc10.9%
  • Nu Hldgs Ltd9.1%
  • Microsoft Corp7.9%
  • Coupang Inc7.6%
  • Mercadolibre Inc7.6%
  • Other45.5%

Portfolio Holdings

16 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Taiwan Semiconductor Mfg Ltd91.3K$30.85M11.5%3.6KReduced
2Kaspi Kz Jsc393.8K$29.17M10.9%2.3KReduced
3Nu Hldgs Ltd1.70M$24.39M9.1%32.6KReduced
4Microsoft Corp57.4K$21.27M7.9%3.3KReduced
5Coupang Inc1.08M$20.47M7.6%14.3KReduced
6Mercadolibre Inc11.7K$20.29M7.6%4.3KReduced
7Transunion288.5K$19.96M7.4%235.0KReduced
8Nvidia Corporation108.7K$18.96M7.1%+51.9KAdded
9Woodward Inc51.7K$18.51M6.9%12.2KReduced
10Johnson Ctls Intl PLC138.5K$18.14M6.8%+115.9KAdded

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